Inventory Transfer
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It is sometimes necessary to transfer inventory between multiple locations, in multiple warehouses or between multiple locations within a single warehouse. This is in processed the Inventory Transfer window and can be reviewed within the Transaction List.
Review Inventory Transfers
- Choose the Transactions list from the left navigation bar.
- Search for and locate the session or transaction types in question.
- Select session for review.
- Sessions saved, but not posted will show Draft on the list, as well as a watermark on the read only window for the transaction. These can be modified before posting by clicking the Edit button.
- Posted sessions will show more information, such as unit cost and amount adjusted.
![Inventory Transfer review from Transactions list in Acctivate Inventory Transfer review from Transactions list in Acctivate](https://acctivate.com/wp-content/uploads/2020/05/inventory-transfer-from-list.png)
Create and Post an Inventory Transfer between Two Warehouses
- To start a new inventory transfer, go to Inventory > Inventory Transfers.
- Click New (Ctrl-N) to start a new session.
- Set the Session Date which is the date the transfer will be posted into inventory.
- Select the From Warehouse and To Warehouse.
- Add the product being transferred and the quantity you want to move.
- Save the session to Print the Inventory Transfer register or skip to the next step.
- Click Post.
- Once posted, users with proper access will be prompted to Preview, Print, or Cancel report printing. This report can be accessed at any time through the inventory reports menu.
![Inventory Transfer window in Acctivate Inventory Transfer window in Acctivate](https://acctivate.com/wp-content/uploads/2020/05/inventory-transfer-window.png)
Create and Post an Inter Warehouse Inventory Transfer
- To start a new inventory transfer, go to Inventory > Inventory Transfers.
- Click New (Ctrl-N) to start a new session.
- Set the Session Date which is the date the transfer will be posted into inventory.
- Select the same From Warehouse and To Warehouse.
- Add the product being transferred and the quantity you want to move.
- If utilizing Lot / Serial Numbers, select the Lot/Serial Number being transferred.
- If utilizing Bin Locations, specify the Locations for both the From Location and To Location part of the transaction on each row.
- Save the session to Print the Inventory Transfer register or skip to the next step.
- Click Post.
- Once posted, users with proper access will be prompted to Preview, Print, or Cancel report printing. This report can be accessed at any time through the inventory reports menu.