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Inventory transfer overview
An inventory transfer is a document that registers inventory movement between your company's storage locations.
Inventory transfers can be used in the following processes:
| Process | Description |
|---|---|
| Quote-to-cash | Record transfer of goods from storage location to point of sale. |
| Procure-to-pay | Record transfer of goods from point of purchase to storage location. |
| Service-to-cash | Record transfer of materials from storage location to work site. |
| Production | Record transfer of components from storage location to production site. Record transfer of manufactured products from production site to storage location. |
| Assembly | Record transfer of components from storage location to assembly site. Record transfer of assembled products from assembly site to storage location. |
| Disassembly | Record transfer of products from storage location to disassembly site. Record transfer of disassembled components from disassembly site to storage location. |
| Subcontracting services provided | Record transfer of components from storage location to production site. Record transfer of manufactured products from production site to storage location. |
1C:Drive stores all inventory transfers in the Inventory transfers list. To open it:
- Go to Warehouse.
- Under Warehouse, click Inventory transfers.
In this list, you can:
- View inventory transfers
- Create inventory transfers
- View inventory transfer transaction records
- Edit inventory transfers
- Print inventory transfers
For the detailed description of inventory transfer fields, see Inventory transfer fields.
An inventory transfer also includes an inventory reservation tool. You can use it to reserve transferred inventory for a specific purpose, such as a sales order. The reserved items will be unavailable for dispatching under any other document.
To analyze inventory transfers, use the following reports:
| Report | Description | How to open |
|---|---|---|
| Available stock | Shows quantities of product items that are currently in stock or ordered. | 1. Go to Warehouse. 2. Under Reports, click Available stock. |
| Stock summary | Shows opening balance, receipt, consumption, and closing balance by products and warehouses. | 1. Go to Warehouse. 2. Under Reports, click Stock summary. |