Inventory Transfer

Inventory transfers move items between locations or between bins within the same location in ianaiERP. They are essential for multi-location inventory and optimized stock distribution, especially when you need to reposition stock efficiently.

Overview

• Multi-Site Distribution: Enables balanced stock distribution across physical locations and specific zone bins.

• Valuation Consistency: Keeps valuation consistent with your configured corporate method (FIFO, LIFO, or Weighted Average).).

• Integrated Shipping Costs: Captures shipping details and can automatically generate a vendor bill through the associated shipping provider.

• Operational Control: Supports strong warehouse compliance via recorded reasons, internal notes, and notification thresholds for large or critical transfers.

Where to Access

Navigate to the left sidebar menu and select Inventory ▸ Transfer.

Click the Add New button in the top-right corner to initiate a new inventory transfer record.

Key Attributes

Transfer Types

• Location-to-Location: Moves items entirely between different physical warehouse facilities.

• Bin-to-Bin: Repositions stock between specific bins within the same facility (applicable only to bin-tracked locations).

• Work Order Transfers: Automatically generated by the system based on raw material requirements for active manufacturing builds.

Header Fields (Transfer Record)

• Date: The calendar date when the transfer takes place.

• From Location: The source warehouse facility losing the stock.

• To Location: The destination warehouse facility receiving the stock.

• Adjustment/Billing linkage: For location-to-location moves, the system allows you to log shipment metadata and automatically generate a payable bill to the specific shipping vendor tied to your chosen shipping method.

Per-item Lines

• Item: The specific item being transferred

• Description: A brief summary description of the item

• On-hand: Displays the current physical quantity sitting at the source location (display-only).

• Quantity: The absolute total units being repositioned.

• From Bin / To Bin:Dropdown selectors to isolate specific bins (required if bin tracking is active on the location profiles).

• Notes / Comments: Additional context.

Valuation during transfer

• The system-assigned value of the moving inventory automatically follows your predefined global setup rules (FIFO, LIFO, or Weighted Average).

Key Functions

• How to Manually Create an Inventory Transfer

  1. Go to Inventory > Transfer → Add New.

  2. Fill in the transaction Date, select the source From Location, and choose the target To Location. Drop in a text Reason for internal auditing.

  3. Add Line Items: For each item, select the SKU and enter the transfer Quantity. If the facility utilizes bin systems, explicitly map the From Bin and To Bin designations.

  4. Log Logistics Data: For location-to-location moves, specify the Ship Method, Tracking Number, and Shipping Cost if you want to automatically trigger a bill to your freight provider

  5.Click Save to process the transfer and update warehouse volumes.

• Valuation reference: Transfer valuation respects your FIFO/LIFO/Weighted Average setting.

  • Generate from Reorder Report: Use Reports > Item > Reorder Report with a To Location, then Actions → From Location → Generate Transfer; review/edit in Transfers.

Related Features

• Items

For more detailed information on managing items, please refer to the specific sections in this documentation.