Creating inventory transfers

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You can create an inventory transfer from scratch or generate it from any of the following business documents:

  • Goods receipt
  • Intra-warehouse transfer
  • Production order
  • Production document
  • Supplier invoice
  • Transfer order
  • Work order

A generated inventory transfer includes prefilled details and a link to the source document. This saves your time on data input and ensures the inventory transfer traceability.

Choose a source document for an inventory transfer depending on your business operations. The following table provides examples of business operations and inventory transfers that match them:

Business operation Inventory transfer
Materials transfer to a work site Inventory transfer based on a work order
Goods transfer to a point of sale Inventory transfer based on a goods receipt
Raw materials transfer to a production site Inventory transfer based on a production order
Finished goods transfer to a storage location Inventory transfer based on a production document

To create an inventory transfer:

  1. Do one of the following:
    • To create an inventory transfer from scratch, go to Warehouse > Warehouse > Inventory transfers and click Create.
    • To generate an inventory transfer based on another business document, open the source document, and click Generate > Inventory transfer.
  2. Specify general details.
  3. Specify inventory.
  4. Click Post and close.

Specifying general details

If you generate an inventory transfer from a source document (such as a work order), its general details are automatically prefilled. You can edit them.

To specify general details, fill in the following fields:

Field Description
From A source storage location.

It is automatically prefilled when you generate an inventory from any of the following source documents:

  • Goods receipt
  • Intra-warehouse transfer
  • Production document
  • Supplier invoice
  • Transfer order
  • Work order

The list of storage locations varies depending on Operation:

  • For Transfer operation, it includes warehouses, departments, and points of sale.
  • For Charge to expenses and Equipment sign-out operations, it includes only warehouses.
  • For Return of equipment operation, it includes only departments.
To A destination storage location.

It is automatically prefilled in the following cases:

  • When you generate an inventory transfer from a transfer order, production order, or work order.
  • When you specify a source storage location that has Specifying related business units.

You can edit the prefilled storage location.

The list of storage locations varies depending on Operation:

  • For Transfer operation, it includes warehouses, departments, and points of sale.
  • For Charge to expenses and Equipment sign-out operations, it includes only departments.
  • For Return of equipment operation, it includes only warehouses.
Base document A source document for an inventory transfer. For example, a production order. You can specify the source document and click import_data.png to quickly fill in inventory transfer details.

The field is automatically prefilled when you generate an inventory transfer from a source document. In this case, the source document details are automatically imported to the inventory transfer.
Order An order that you reserve inventory for. For example, you might need to reserve materials required for completing a work order.

It is available if Operation is Transfer or Charge to expenses.
Number An inventory transfer ID.

The ID is automatically generated when you save or post an inventory transfer.
You can edit it.

You can find inventory transfers by ID in the Inventory transfers list.
Date An inventory transfer creation date.

It is automatically filled in when you save or post an inventory transfer. You can edit it.
Operation A business operation type.

You have the following options:

  • Transfer. Actual inventory movement from one storage location to another.
  • Charge to expenses. Expense allocation to a certain department.
  • Equipment sign-out. Inventory issue to a certain department.
  • Return of equipment. Inventory return from a certain department.
Company A company responsible for processing an inventory transfer.

A list of companies is based on the Companies catalog.

You can select another company if the Use multi-business accounting checkbox is selected in Settings > Company, under Multiple businesses.

Specifying inventory

When you register an inventory transfer, you specify the transferred products. You can select only the products of the Inventory type.

In 1C:Drive, you have the following options:

  • Fill in products automatically
  • Add products with the product selection tool
  • Add products manually

Filling in products automatically

To fill in products automatically, do one of the following:

  • Generate an inventory transfer from a source document. For example, a work order.
  • In an inventory transfer, specify a source document and click import_data.png.
  • In an inventory transfer, specify the source warehouse. Then on the Inventory tab, click Fill in > Products in stock.

The product list appears on the Inventory tab of the inventory transfer. The product list varies depending on the source. The following table describes product list sources and the product list items matching them:

Product list source Product list items
Production order Products required for a production process. These can be one of the following:
  • Components required for manufacturing.
  • Finished products for disassembling.
Production document Products produced during a production process. These can be one of the following:
  • Finished products
  • Components of disassembled products
Work order Products required for work order completion and not charged to a customer’s account. These are the items from the Inventory consumption section of a work order.
Goods receipt Products from the Products tab.
Supplier invoice Products from the Goods tab.
Transfer order Products from the Inventory tab.
Intra-warehouse transfer Products from the Inventory tab.
Source warehouse All products currently available in the source warehouse.

You can edit the product list. To learn more, see Managing products.

Adding products with product selection tool

You can use the product selection tool to select products from the Products list. This option is available if an inventory transfer’s Operation is one of the following:

  • Transfer
  • Field Description
    Storage bin One of the following storage bins depending on Operation:
    • For From one to several operation, it is a destination storage bin.
    • For From several to one operation, it is a source storage bin.
    Product A product name or short description.

    The list of values is based on the Products catalog and includes products of the Inventory type.
    Variant A product characteristic such as color or size.

    You can specify a variant if Accounting by variants applies to the product.

    The variant list is based on the Product variants catalog.
    Batch The batch that a product is a part of.

    You can specify a batch if Accounting by batches applies to the product.

    The batch list is based on the  product Batches catalog.
    Serial numbers A product serial number.

    You can specify a serial number if Accounting by serial numbers applies to the product.

    The serial numbers list is based on the product Serial numbers catalog.
    Quantity

    The number of product items.
    Unit A unit of measure that automatically comes from a product card. If a product comes in various units, you can select another unit manually.
  • Equipment sign-out

To select products from the Products list:

  1. In an inventory transfer, select the Inventory tab.
  2. Click Select.
  3. Select products. To learn more, see Products selection in business documents.

Adding products manually

To add products manually:

  1. In an inventory transfer, select the Inventory tab.
  2. Click Add.
  3. Specify the product details.

Managing products

You can manage a product list in an inventory transfer as follows:

  • To add a product, click Add and specify the product details.
  • To delete a product, right-click it and select Delete.
  • To specify product details, enter or select the following:
    Field Description
    Product A product name or short description.

    The list of values is based on the Products catalog and includes products of the Inventory type.
    Variant A product characteristic such as color or size.

    You can specify a variant if Accounting by variants applies to the product.

    The variant list is based on the Product variants catalog.
    Batch The batch that a product is a part of.

    You can specify a batch if Accounting by batches applies to the product.

    The batch list is based on the  product Batches catalog.
    Serial numbers A product serial number.

    You can specify a serial number if Accounting by serial numbers applies to the product.

    The serial numbers list is based on the product Serial numbers catalog.
    Quantity The number of product items.

    Reserve

    		 The quantity of items to reserve in the source warehouse.

    It is recommended that you use the reservation tool. The tool checks quantity of items currently available for reservation. To reserve items, above the product list, click Reservation and select Allocate. The reservation tool attempts to fill in the number of items specified in the Quantity field. If the stock is insufficient, it fills in currently available number of items. You can edit it.
    Unit A base unit of measure that automatically comes from a product card. If a product comes in various units, you can select another unit manually.
    Business line A business line for allocating expenses.

    It is automatically prefilled when you generate an inventory transfer from a transfer order.

    It is available if Operation is Charge to expenses or Equipment sign-out.
    GL accounts The accounts for posting inventory receipt and/or consumption.

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