Transfer physical inventory within the warehouse

This procedure walks you through the process of creating and posting an inventory transfer journal in order to register movement of an item from one location in a warehouse to another. You need to have an inventory journal name set up for inventory transfers before you start this. You can walk through this procedure in demo data company USMF using the example values that are shown, or using you can use your own data if you have products and locations set up. These tasks would normally be carried out by a warehouse employee.

Create an inventory transfer journal

1. Go to Inventory management > Journal entries > Items > Transfer.
2. On the Action Pane, select New.
3. In the Name field, enter or select a value.
4. Select OK.

Create journal lines

There are options to specify From and To dimensions for each journal line. These are essential for this journal type. You can transfer items to locations using different rules. In this example we'll transfer an item within the same warehouse, from a license plate controlled location to a location that is not license plate controlled.

1. On the Journal lines FastTab, select New.
2. In the Item number field, enter or select a value. If you are using USMF, you can select A0001.
3. In the From site field, enter or select a value. If you are using USMF, you can select 2.
4. In the To site field, enter or select a value. If you are using USMF, you can select 2.
5. In the From warehouse field, enter or select a value. If you are using USMF, you can select 24.
6. In the To warehouse field, enter or select a value. If you are using USMF, you can select 24.
7. In the From location field, enter or select a value. If you are using USMF, you can select FL-001.
8. In the To location field, enter or select a value. If you are using USMF, you can select BULK-001.
9. In the Quantity field, enter a number.
10. On the Line details FastTab, select the Inventory dimensions tab.
11. In From inventory dimensions, in the License plate field, enter or select a value. If you are using USMF, you can select 24.
12. Select Save.

Post the inventory transfer journal

1. On the Action Pane, select Post.
2. Select OK.

View inventory transactions

To see the transactions that were created when you posted your journal, follow these steps.

1. On the Journal lines FastTab, select the line you want to inspect.
2. On the Journal lines FastTab toolbar, select Inventory > Transactions.