Transfer by Item

This page explains how to create a stock transfer to move an item from one bin location to another bin location.

To start a stock transfer, go to Inventory > Manage Inventory > Create Stock Transfer.

This takes us to the first step in the stock transfer workflow. We will start on the Create Stock Transfer page. This list shows us all of the inventory currently available to transfer. Note that we are able to sort the list by the column heading at the top (item code, product, expiry, etc). For this example, I’ve sorted by item code.

This workflow also gives users the opportunity to search for a specific attribute. I’ve decided to search for Item Code 10249 by typing it into the box. After searching, we can see that we have one lot of item 10249 on hand with a quantity of 2,400. It is located in Bin E7C2. Let’s use this for our stock transfer by checking the blue box on the left next to the item code. To advance, click the ‘Start Stock Transfer' button on the right.

The next decision to be made in the stock transfer workflow is selecting the quantity to be transferred. For this example we will transfer the full quantity. I was able to populate the quantity field by clicking on the ‘Autofill Quantities' button on the left side of the screen.

Next we select the destination bin location, or where we want to transfer the product to. Here I use the drop down box to select bin location W1D2. Its also important to note that OpenBoxes gives users the opportunity to split the line (green button on the right) and move this item to multiple destination bins. However, for this example we will be moving the full quantity to one destination bin. After selecting the destination bin, press the ‘Next’ button.

Now we have the opportunity to review the stock transfer details before executing the transaction. Let’s make a final check for accuracy. In this example, it confirms we intend to transfer 2,400 of item 10249 from bin location E7C2 to bin location W1D2. Given that everything is correct, we proceed by clicking the ‘Complete Stock Transfer’ button on the right.

Our stock transfer has been completed. We are immediately taken to a confirmation page that captures all of the details of our transaction. Most importantly, an identifier has been given to this transfer (939FDD) which is visible in the top left part of the screen.

This transfer identifier is useful to reference this internal stock transfer in other areas of OpenBoxes. The first area provides a view of all recent stock transfers. It can be found under Inventory > Manage Inventory > List Stock Transfers.

Here we can see the stock transfer we just created (939FDD) at the top of the list. We can also search previous stock transfers using the filters on the left.

In addition to the stock transfer list, stock transfer information also displays on the stock card. By going into the Stock History tab of the stock card, we can see the details of the transaction we just created. Here there is a record of the date, time, quantity, and the origin/destination bin locations associated with this transaction. Please note you will see two separate transaction lines here. A debit, or ‘transfer out’ on one line, and an associated credit, or ‘transfer in’ line next to it.