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Inventory Transfer Overview

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Learn about the Inventory Transfer concepts, what happens with the parts cost, what user permissions are needed, and what reports can be generated.

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Audio: Sound Length: 03:42 mins

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Access 

To access the Inventory Transfer module, complete the following:

  1. Click the Inventory drop-down to reveal the cycle counts and transfer modules.
  2. Click Transfers to display the module. 

User Permissions

Within Settings > Security Roles, your Administrator can allow user to either:

  • Create - This must be selected for a user to create an inventory transfer.
  • Edit - This must be selected for a user to edit an inventory transfer.
  • Delete - We don't recommend letting users delete inventory transfers; instead we recommend the transfer is canceled.
  • Report - If this is selected, then the user can generate the reports.
  • Configure - This setting is for an Administrator.

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Learn more in Security Roles and Roles Management. 

Key Performance Indicators (KPIs) 

This provides the a quick overview of the inventory transfers. Learn more in Understand the Inventory Transfers Key Performance Indicators.

Customize List View 

The list view is where you can see the full list of your Transfers. You can arrange the layout of the grid according to your own needs. Learn more in Customize the Inventory Transfer View.

Inventory Transfer Types

Inventory transfers are a crucial aspect of managing your stock across multiple locations or warehouses. There are two kinds of transfers that can be completed:

  • Local Inventory Transfer
  • Remote Inventory Transfer

Local Inventory Transfer

These allow you to move inventory between the different warehouses located at the same site.

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Remote Inventory Transfer

Remote transfers are used to send parts between warehouses located at different sites. Similar to a supermarket, the central warehouse is where the suppliers deliver to and then the items are transferred to the different stores.

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Parts Cost

When parts are transferred, the cost of the part is transferred with it. This means that the source warehouse will no longer pay for the cost of the part as it is now the receiving warehouse's responsibility.

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Inventory Transfer Reports

The reports that can be generated are:

  • Inventory Consumed
  • Inventory Received
  • Inventory Valuation
  • Transfer Packing Slip
  • Transfer List

Learn more in Business Intelligence (BI).