Skip to main content
How to Transfer Inventory

A step by step article outlining how to transfer Inventory in the Inventory Module

Sean Courey-Pickering avatar
Written by Sean Courey-Pickering
Updated this week

Within the Inventory module, users are able to transfer the inventory of a specific item from one Inventory Location to another. This is a tool located within the Inventory details of an item.

Transferring Inventory

To transfer item inventory from one inventory location to another, users will first choose the inventory item they wish to transfer from the manage inventory page by clicking on the Inventory ID number that is related to the inventory item.

After navigating to the Inventory Details, users will locate and click the Transfer Inventory action button.

Once the Transfer Inventory action button is clicked, users will be presented with a pop out window from the right hand side of the page. Within the pop out window, users will find all of the required fields needed to complete the inventory transfer, including:

  • Transfer From (required)

  • Transfer To (required)

  • Quantity on Hand (required)

  • Cost Per Unit (required)

  • Lot # (optional)

  • Bin # (optional)

  • Description (optional)

Once these fields are filled out, users can click Save, and the inventory transfer will be complete.

Did this answer your question?