Inventory Transfers

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Transferring inventory means moving inventory items from one storeroom to another. When you make such a transfer, you should record this information so that MainBoss has an accurate count of what each storeroom contains.

To record an inventory transfer, select Inventory —> Adjustments —> Transfer from the menu. MainBoss opens a window that contains the following:

Inv. Cat.: Lets you specify a category of inventory items. If you select a category, the drop-down list for the "Selected Items" field (below) will only show items belonging to that category. For more on inventory categories, see Inventory Categories.
Inventoried Items: Specifies that you want the "Selected Items" drop-down list to show inventory items. This is the default.
Non-inventoried Items: Specifies that you want the "Selected Items" drop-down list to show non-inventory items.
Selected Items: A drop-down list showing inventory items. The contents of this list are controlled by "Inv. Cat.", Inventoried Items, and Non-inventoried Items.
Pick This Item: Clicking this copies the current selection from "Selected Items" into "Inv. Item".
Pick New Item: Clicking this button lets you enter a description of a new inventory item. This is useful if you are recording the transfer of an item that isn't currently tracked as part of your inventory; you can add the item to your inventory and then continue recording the transfer.
Clicking Pick New Item opens the Inventory Item editor window. For more information on using this window, see Describing Items.
Inv. Item: The item chosen from "Selected Items" or specified when you clicked Pick New Item.
Date: The date/time when the transfer takes place. If you leave this blank, MainBoss will fill in the current date and time.
On Hand: The quantity of the given item that you currently have on hand.
Unit Cost: The per-unit cost of the specified item.
Total Cost: The total cost of your entire stock of the specified item.
On Order: The quantity of the specified item that is currently on order. (Items are put on order when an appropriate purchase order is issued; for more information, see Purchase Orders.)
On Reserve: The quantity of the specified item that is currently on reserve for use in various work orders. (Items are put on reserve when an appropriate work order is created containing that item in its materials list; for more information, see Creating and Editing Work Orders.)
Stock Available: The total quantity of the specified item that is freely available for use. This is the total amount of stock on hand, minus the amount that is on reserve for work orders.
From: The fields in this area specify the old location of the item being transferred.
- Building: The building containing the storeroom where the item used to be stored. If you leave this field blank, the drop-down list for "Storeroom" (below) will show all the storerooms in your organization.
- Storeroom: The storeroom where the item used to be stored.
- Storeroom On Hand: The quantity of the item in the given storeroom before the transfer takes place.
- Location: The location of the item in the given storeroom before the transfer takes place.
To: The fields in this area specify the new location of the item being transferred.
- Building: The building containing the storeroom where the item will be stored in future. If you leave this field blank, the drop-down list for "Storeroom" (below) will show all the storerooms in your organization.
- Storeroom: The storeroom where the item will be stored in future.
- Storeroom On Hand: The quantity of the item in the given storeroom now (before the transfer takes place).
- Location: The location of the item in the given storeroom. By default, this will be the location of the same type of item in the given storeroom; however, you can type in a different location if appropriate.
Transfer Quantity: The quantity of the item that is being transferred. The default is one unit.
Unit Cost: The per-unit cost of this type of item. If you specify a new unit cost, MainBoss automatically adjusts "Total Cost" to be "Transfer Quantity" multiplied by the new "Unit Cost".
Total Cost: The total cost of the items being transferred (not your total stock of that item). If you specify a new total cost, MainBoss automatically adjusts "Unit Cost" to be the new "Total Cost" divided by "Transfer Quantity".
Reference: Any additional reference information that might be useful in this context.
Save & New: Saves the current record and clears fields in the window so you can enter a new record.
Clone: Creates another inventory transfer window using the same information you have just recorded. For example, suppose you have just created a new storeroom and are moving a lot of stock into that storeroom. You can create a record describing the transfer of one item to that storeroom, then clone this first record to use for other items. In this way, you don't have to specify the new storeroom over and over again in the "To" area.
Delete: Deletes this adjustment record.
Save: Saves the current record, but leaves all data as is. You can then continue to edit the same record.
Done: Closes the window. MainBoss discards any information that hasn't already been saved.

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