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Inventory Transfer Add/Edit

The Inventory Transfer screen can be used to:

  • Removing items from your inventory when you have used them to build folio/combo items. That is, reducing the quantity of components used and increasing the quantity of combo items built.
  • Move items between different locations (e.g. from warehouse to a store).

In this example the user has built a toy using (a) Wheels and (b) Chasis. The Folio/Combo Item built from these components is a Toy Car:

  1. Enter the Date that the transfer is effective for.
  2. Enter a summary outlining what the transfer represents. e.g. Build Toy Car
  3. The transaction should have the following line items:
    Quantity Item Unit Cost Line Total
    -4 WHEELS 0.20 0.80
    -1 CHASIS 1.50 1.50
    1 TOYCAR 2.30 2.30
  4. Check that the out of balance is reporting $0 and then save the transaction.