Inventory Transfer

Inventory transfer is a receipt where inventory entry-exit transactions between warehouses can be entered and accounted for.

Route: ERP > Sales-Distribution > Shipment-Logistics > Inventory Transfer Transactions

With Inventory Transfer, you can determine the inventory entry-exit movements between warehouses within the same document.

For example; A company in need of blue lace fabric wants to meet this need from another branch office. That branch office also needs green lace fabric. These branch offices can determine their incoming and outgoing inventories in a single document by making inventory transfers instead of performing separate inventory transactions.

Inventory Transfer XML Settings

1-Show shelf info;

When it is selected as Yes, the “Shelf Code” column opens.

2-All Shelves Come in Shelf Selection;

When Yes is selected, all shelves defined in the selected product detail are displayed in the shelf code popup.

3-Zero Stock Control According to Document Date;

When it is selected as Yes, it checks according to the stock of the selected document date, not the available stock of the products in the line.

4-Lot Number in Line;

When Yes is selected, the lot number column opens.

5-Input Warehouse Location Authorization;

If all locations are selected, all locations can be selected regardless of authorization controls.

6-Output Warehouse Location Authorization;

Likewise, if all locations are selected, all locations can be selected regardless of authorization controls.

Inventory Transfer Definitions

1-Receipt No: This field consists of document numbers.

2-Transaction Category: You can select an inventory transfer from this field.

Note: On the Dashboard > System > BPM > Transaction Categories page, the "Perform Inventory Transaction" box must be ticked for the "Inventory Transfer" transaction.

3-Output Warehouse: The warehouse/location where the stock will exit from this area should be defined.

4-Input Warehouse: The warehouse/location where the stock entering from this field will be entered must be defined.

5-Transaction Date: The registration date will be displayed automatically in this field. You can select a different date by clicking the icon next to it.

6-Explanation: In this field, you can write a description of the inventory transfer transaction.

7-Output Inventory: In this section, definitions are made about the output inventory.

• You can list the products and select the product to be output by clicking the three-dot icon next to the product field.
• Again, by clicking the red three-dot icon next to the product area, you can view detailed information about the product, inventory status, inventory strategies, product additional information, related and alternative product information.
• If there is a product to be output in the Spec section, you can select the spec.
• Enter the amount of the product in the Quantity section.
• The unit is defined in the product card and comes automatically.
• You can define from the 2.Amount and 2.Unit fields, this field is not mandatory.
• In the lot number field, you can select on the basis of lot number.

8-Incoming Inventory: In this section, definitions are made about the incoming inventory.

With the help of the links in the upper right, the following transactions can be done;

Create Document: From this field, you can convert your document to the document type you choose.

Mail: You can send your document by mail from this field.

PDF: You can download your document in PDF format from this area.

With the help of other icons, you can list, print, and save your document on the inventory transactions screen.

After the processes are completed, you can create your document by clicking the “Save” button.

Inventory Transfer Update

At the same time, you can do the following with the help of the links in the upper right;

Account Statement: You can check the accounting transactions from this area.

Warranty-Serial Numbers: This button takes you to the "Serial and Lot Transactions" screen. For detailed information, you can review the "Serial Number and Lot Tracking" document.

With the help of other icons, you can list on the inventory transactions screen, print your document, create and save a new transaction.