Transfer Inventory Balances

ProjectStream 365 supports multi-location inventory balances.  Inventory can be transferred from one location to another using the Inventory Transfer transaction.  Locations are established and setup on products.  Locations for a product will also be created on-the-fly if the product does not currently have a record for that product location. 

Procedure

  1. Navigate to Project Management / Inventory Trx
  2. Click + New
  3. Complete the Inventory Transaction Form
    1. Transaction Type:  Select Transfer
    2. Product:  Select a product (note: can also scan a bar-code of the product number to perform the search for this step)
    3. From Location:  Select the location to transfer the inventory from (e.g. Warehouse)
    4. To Location:  Select the location to transfer the inventory to (e.g. Truck location).  If the To location does not exist for that product, it will be added automatically. 

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