An inventory transfer is a document that you issue to register actual inventory movement from one storage location to another.
Inventory transfers might arise from a variety of business processes. You can generate an inventory transfer based on a business document supporting a certain business process. For example, the Service-to-cash process might require materials transfer to a work site. In this case, you can generate an inventory transfer based on a work order. A generated inventory transfer includes prefilled details and a link to the source document. This saves your time on data input and facilitates inventory traceability.
In 1C:Drive, an inventory transfer supports the following operation types:
- 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.
An inventory transfer also includes an inventory reservation tool. You can use it to reserve transferred inventory for a particular sales order. The reserved items will be available for dispatching only under this sales order.
Inventory transfer workflow can vary depending on your business needs. To learn more, see Inventory transfer workflow.
For processing inventory transfers, use the Inventory transfers list where you can:
For inventory movement analysis, run the Stock summary and Available stock reports.