V8 - Transfers
All types of items can be entered on a transfer form in SOS Inventory, including serial inventory, lot inventory, bin-tracked items, and item groups (kits). A transfer form can be used to transfer inventory from one location to another, as well as for bin-to-bin transfers within the same bin-tracked location.
Shipping information can be applied to the transfer of goods from one location to another. This information includes the ship method, tracking number, and shipping cost. You can even create a bill based on the shipping vendor listed in the ship method.
Transfer transactions can also be generated from a work order using the work order's Create transfer action.
When transferred, the value of the items are calculated by the valuation method selected in your settings.
Adding a transfer form
Use either of the following methods to create an inventory transfer:
- TheQuick add menu. On the Task Bar, go to Quick add > Inventory > Transfer.
- The Transfers list. Go to Operations menu > Inventory > Transfers, then select Add new.
On the form, the From and To fields specify the locations involved in the transfer. On bin-to-bin transfers, the location will be the same for both fields.
Generating inventory transfers from the Reorder report
SOS Inventory allows you to generate inventory transfers through the Generate transfer action of the Reorder report:
- Select the Reorder report (Operations menu > Reports > Purchasing > Reorder report).
- Set the Location field in the Filters section to a single location.
- After choosing your other filters, options, and columns, select Display report in the Actions section.
- Once you run the report, additional options will appear in the Actions section.
- Choose the location from which you desire to make an inventory transfer in the From dropdown list.
- Select Generate transfer.
After generation, the transfer will appear in the Transfers list (Operations menu > Inventory > Transfers), where it can be edited as needed.