The Internal Transfer document ships Products from one inventory location to another inventory location. This internal operation does not involve a client or a supplier. Adding an Internal Transfer document can only be done directly from the Internal Transfer module.
Adding the Internal Transfer document to the account requires - at a minimum - the insertion of at least one Product row in the Product Details form. The rest of the document header fields (such as the Document Comments or Document Tags) and the document tabs (for example the Product Details tab) are similar to those described in the Sales Order document.
To create a new Internal Transfer document, click on the Menu > Inventory > New Internal Transfer:
This will open a new Internal Transfer document:
The Internal Transfer document can then be either Saved as Pending (draft) or Approved. In case the document is saved as Pending it will be assigned a temporary id of the form “--“ and will not have any effect (no quantity changes) in the account other than that it remains saved for future work or for review (since the rows under the Product Details tab remains open for editing).
Adding an Internal Transfer document
When the products are physically shipped, the user should click the Approve (ship) option and select the Inventory Location where products are shipped from. This action will reduce the quantities of the products included in the Internal Transfer document from the shipping inventory location.
Shipping Products in an Internal Transfer document
In such a state (Approved Shipped), the products have been shipped but not received in the receiving inventory location. This quantity is added to the virtual ‘In-Transit’ inventory location. The product availability of the ‘In-Transit’ inventory location can be seen in the Availability Levels report.
When products are physically received in the receiving inventory location, the user should click the Approve (Receive) option of the Internal Transfer document and choose the receiving inventory location. This action reduces the quantity from the virtual ‘In-Transit’ inventory location and increases the quantity in the receiving inventory location.
- An Approved Internal Transfer document cannot be reverted to Pending.
- An Approved Internal Transfer document cannot be deleted.
- An Approved Internal Transfer document can be canceled. This option lies under the extended options (under the More button) of the document.
- Approving an Internal Transfer document is an irreversible action. Correcting a mistake in the Product Details form (for example a wrong Product quantity) can only be achieved by canceling (voiding) the whole document and adding it again to the account. The action of canceling an Internal Transfer document reverts all the quantity effects that were applied when the document was Approved (Shipped or Received). The canceled Internal Transfer document will remain in the list and will retain its number.
Print/Email options of the Internal Transfer document
Once saved as Pending or Approved Shipped or Approved Received, the document can be printed or emailed by clicking the respective print/email icons at the header of the Internal Transfer document. More printing/emailing options include printing a Picking Slip, a Packing Slip, and a Delivery Slip. The Picking and Packing Slips do not include the inventory location names. The Delivery Slip includes the inventory location names.
Extended options of the Internal Transfer document
The extended options for the Internal Transfer document remain under the More button. For a description of these functions [see Extended Options].
To conclude, all the actions related to the Internal Transfer document, the user may mark it as Closed. A closed document cannot be canceled and its header fields become non-editable.
- Closing an Internal Transfer document is an irreversible action.
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