Making Inventory Transfers

This guide explains how to make inventory transfers. It is intended for advanced users.

You may need to move line item codes (LICs) from one location to another. These transfers do not have any cost-of-goods-sold integrations because the value of your inventory is not changing.

  1. Navigate from Main Menu > Inventory > Inventory Adjustments.
  2. In the menu bar, click New > Transfer.
  3. Enter the title and transfer details for General Info and Description.
  4. In the Adjustment Items section, enter the transfer info, including Code, Quantity, From Bin, and To Bin.
  5. Click Save and Post.

After you complete the transfer, the inventory movement will display on the Inventory Balances tab of each transferred LIC.

Inventory Screens After Adjustment

Once the adjustment is posted, you can locate and review the entry in the Inventory Transactions module.

Note: Entries that use items (i.e. shipments, jobs) can also be found in the Inventory Usage module.