Moving inventory among locations

Note: This functionality is available only if you have the Inventory Add-On Module.

Companies that have a number of different locations frequently move inventory among them. Moving inventory among locations does not affect the accounting.

To record inventory transferred to a new location:

  1. Open 12-2 Inventory Allocation.
  2. In the Ticket# text box, enter the tag or ticket number.
  3. In the Date text box, enter the date of the transfer.
  4. In the Status list, click the record status.
  5. In the Description text box, enter a brief statement about the transaction.
  6. In the grid, for each item:
    1. In the Part cell, enter the part number.
    2. In the Quantity cell, enter the quantity of parts.
    3. In the Cost cell, enter the cost of the part.
    4. In the Source cell, enter the location where the part is coming from.
    5. In the Destination cell, enter the location where the part is going.
  7. Click File > Save.

Tip: You can verify the availability of stock when you save a record.