The Inventory tab contains a list of inventory items that are being transferred.
The "Inventory Transfer (create)" form. The Inventory tab
If you are manually creating this document, you have the following options for populating the list of items:
- Add items one by one. To add an inventory item, click the Add or Pick button (refer to Using the pick operation). In the Item column, select an item from the Items list. For more details, refer to Items.
- Import the list of items with all the details from an Excel document. For this, click the
button on the table toolbar and follow the step-by-step instructions in the appeared window. - Populate the list with all items available at the warehouse by clicking the Fill button on the tab toolbar.
The Characteristic column is available if the Enable Item Characteristics option is selected on the Administration > Settings > Purchasing and Warehouses form. In this column, you can specify additional properties (such as size, color, and so forth) of each listed item if the Use Characteristics option is selected for the item in its master record (see Items).
The Batch column is available, if the Enable Batches option is selected on the Purchasing and Warehouses form. In this column, you can specify the batch (lot) number for the items for which the Use Batches option is selected. Generally, you must specify batch numbers for items with expiration dates, items transferred for consignment or to third-party contract warehouses.
By default, the Content field is populated with the name of the item. If needed, provide the inventory item's description for the document print forms.
In the Quantity column, you can specify the quantity of the item (to be transferred) and in the UOM column, you can select an UOM for the item if the Multiple UOMs per Item option is selected on the Administration > Settings > Purchasing and Warehouses form.
The Serial Numbers column is available if the Serial Number Tracking option is selected on the Administration > Settings > Purchasing and Warehouses form. For each serialized item (for which the Use Serial Numbers check box is selected in their master records), click in the column to open the Serial numbers dialog box. In this dialog box, you can provide the serial numbers according to quantity of the item. Serial numbers are required only if the Control Stock Balances by Serial Number option is selected on the Administration > Settings > Purchasing and Warehouses form.
The New Cost Object column is available if the Advanced Product Costing option is selected on the Administration > Settings > Production form. Specify or create a cost object for which the transferred items are intended at their new place.
The Current GL Accounts column shows the GL account used for recording the costs of the transferred items in the source warehouse, while the New GL Accounts column is intended for GL accounts that should be used for recording the costs of the transferred items in the destination warehouse. By default, the New GL Accounts column is populated with the same accounts as the Current GL Accounts column; however, you can replace the "destination" accounts.
The tab toolbar buttons
Use the Up and Down ( 
) buttons to rearrange the items in the list.
Use the Fill button to populate the table with inventory items that have non-zero quantities available at the source warehouse.