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
Inventory ▸ Transfer in the left sidebar. Click Add New (top-right) to start a new transfer record.
Key Attributes
Transfer Types
| Type | Description |
|---|---|
| Location-to-Location | Moves items entirely between different physical warehouse facilities |
| Bin-to-Bin | Repositions stock between bins within the same facility (bin-tracked locations only) |
| Work Order Transfers | Auto-generated by the system based on raw material requirements for active manufacturing builds |
Header Fields (Transfer Record)
| Field | Description |
|---|---|
| Date | Calendar date when the transfer takes place |
| From Location | Source warehouse facility losing the stock |
| To Location | Destination warehouse facility receiving the stock |
| Adjustment/Billing Linkage | For location-to-location moves, log shipment metadata and auto-generate a payable bill to the shipping vendor tied to your chosen method |
Per-Item Lines
| Field | Description |
|---|---|
| Item | The specific item being transferred |
| Description | Brief summary of the item |
| On-hand | Current physical quantity at the source location (display-only) |
| Quantity | Absolute total units being repositioned |
| From Bin / To Bin | Dropdowns to select specific bins (required if bin tracking is active) |
| 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
- Go to Inventory ▸ Transfer ▸ Add New.
- Fill in the transaction Date, select the source From Location, and choose the target To Location. Add a text Reason for internal auditing.
- Add line items: For each item, select the SKU and enter the transfer Quantity. If the facility uses bin systems, map the From Bin and To Bin designations.
- Log logistics data: For location-to-location moves, specify Ship Method, Tracking Number, and Shipping Cost if you want to auto-trigger a bill to your freight provider.
- Click Save to process the transfer and update warehouse volumes.
Generate from Reorder Report
Use Reports ▸ Item ▸ Reorder Report with a To Location, then Actions ▸ From Location ▸ Generate Transfer. Review and edit the result in Transfers.
Related Features
For more detailed information on managing items, please refer to the specific sections in this documentation.