The "Inventory" tab is used for creating inventory list in the transfer document.
'Inventory Transfer' (create) form. The 'Inventory' tab
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
...
...
- 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.
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- 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 etc.) in the Characteristic column, if the "Keep inventory accounting by characteristics" option in the "Purchases" section is enabled. To learn more about purchase settings, see par. Settings for the 'Purchase' section.
The Batch column is available, if the "Keep inventory accounting by batches" option is enabled in the "Purchases" section. To learn more about purchase settings, see par. Settings for the 'Purchase' section. This field is completed if it’s needed to account inventory by separate batches (e. g. inventory shipment with expiration date or inventory, accepted on commission, processing and safe custody).
In the Quantity field transferred goods and inventory items quantity is defined.
You can specify units of measurement (Unit), if the "Item accounting in different units of measure" option in the "Purchases" section is enabled. To learn more about purchase options, see par.Settings for the 'Purchase' section. The field is automatically completed with the unit of measurement specified for the selected item.
Use the Fill button to fill in the table with inventory remainders in the sending warehouse.
Current status of the document can be displayed at the bottom of the transfer document form: "New" (document was created, but not recorded), "Not Posted" (document was recorded, but not posted), "Posted" (document was posted) or "Marked for Deletion" (document was marked to be deleted). The document author is also displayed.
After completing the form, click the "Save" button to save the applied changes without posting, the "Post and close" button to post and close the document or "Post" to post the document without closing it. When saving a new item, the system will assign it a unique number that can be edited, 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 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.