The "Inventory Transfer" document registers transfer of goods from one warehouse to another and inventory items from one department to another. E. g. to transport goods to the another sales outlet or to transfer inventory items for production.
To access the "Inventory Transfers" document list, go to the "Warehouse" section (see the figure below).
The schematic showing how to access the 'Inventory Transfers' documents list
As the list is filled and for convenience of work, you can change its display settings. Click the "More" button in the document list right side toolbar and select "Configure list..." from the drop-down list. To learn more about the lists display settings, see par. Work with the item list.
You can create the inventory transfer document based on the following documents: the "Production Order" and "Production" from the "Production" section, the "Invoice Received" from the "Purchases" section and the "Receipt Order" from the "Warehouse" section.
An inventory transfer document can be used as a basis for the following documents:
- "Receipt Order" (to register receipt of goods and inventory items to the order warehouse);
- "Expense Order" (to issue goods and inventory items expense from the expense warehouse);
- "Additional Expenses" (to show additional expenses regarding this transfer document, e. g. transfer expenses);
To create a document based on the "Inventory Transfer", select the appropriate transfer document from the list, click the "Generate" button and select the required document type. You can do it also by opening the "Inventory Transfer" document. Inventory transfer document data will be automatically inserted in the new documents.
Form for creating documents based on the 'Inventory Transfer'
To print a document, click the Print 
button and choose a printing form. The form will be opened for preview, then it can be edited in the Editing mode. To enable this mode, click the "Edit" button on the toolbar above. Then click the "Print" button.
To save a document in the required format (pdf, docx, xls, txt, html, mxl), click the "Print" button. The form will be opened for preview, then you can click the Save button, select the saving location and file format.
To send a document via email, click the "Print" button. The form will be opened for preview, then you can click the Send button, select the file format and enter the receiver's address.
To see the documents related to the current one (hierarchy structure), click the View Hierarchy Structure 
button. The window containing all the related documents appears. You can open each of these documents (double-clicking it), repost, undo posting or mark for deletion (
, 
and 
buttons on the left toolbar). You can view the hierarchy structure from the list, or from each document by clicking the corresponding button in a form.
To attach or view files that are already attached to the document, click the Attached files 
button. In the displayed window you can add a file ("Create" button) or open an existing one for view/editing (
, "Edit" and "Post and Close" buttons). You can view attached files either from the list, or from each document by clicking the corresponding button in a form.
To view the result of a document accounting, click the View Document's Transactions Details 
button. You can view the report either from the list, or from each document by clicking the corresponding button in a form.