The Inventory tab contains a list of inventory items that are should be transferred.

The "Transfer Order (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 by Balance button on the tab toolbar.
• Populate the list with items reserved for specific customers by clicking the Fill by Reservation 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.

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 record), 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.

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.

In the Qty from Reserve column, you can view the quantity of the item which was reserved and will be moved according to the order.

By default, the Transaction Content field is populated with the default description of the transaction. If needed, type another text.

The tab toolbar buttons

Use the Up and Down ( ) buttons to rearrange the items in the list.

Use the Fill by Balance button to populate the table with inventory items that have non-zero quantities available at the source warehouse.

Use the Fill by Reserve button to populate the table with inventory items that are reserved for specific customers.

Use the Generate button to create new documents based on this transfer order:

• Invoice Received: To register the transfer expenses incurred.
• Inventory Transfer: To register actual movement of the items listed in the transfer order.