Moving stock between warehousesنقل البضاعة بين المستودعات

Under Warehouse management, Inventory item transfers is the list of stock moved from one warehouse to another. Two more entries sit in the same group: Transfer Issue Note and Transfer Receipt Note. Typing Transfer in the navbar's Search box brings all three into view together under Warehouse management.

1. Inventory item transfers

The list's columns are Number, Reference, Date, Type, PID, Account, Currency, Description, Accounting description and Branch, and more follow to the right.

The ribbon carries New, View, Quick Search, Search, Refresh, Preview and Reports, with Close on the far side. New has an arrow under it, as Quick Search and Reports do.

2. Transfer Issue Note and Transfer Receipt Note

The two lists have the same columns: Number, Date, Warehouse, Status, Posted, Branch, User and Create date. Their ribbon carries New, View, Quick Search, Refresh, Relation Matrix, Preview and Reports, with Close on the far side.

3. Reading the three lists

• Inventory item transfers shows a transfer with its Account and Description.
• Transfer Issue Note and Transfer Receipt Note show each note with its Warehouse, Status, Posted, User and Create date.

4. Starting a transfer

New on Inventory item transfers has an arrow under it: it offers two document types, Transfer invoice and Transfer order.

Transfer invoice opens a blank document. Its Account panel holds an Auxiliary lookup (pick it first, as on the stock documents: the document does not save while its account box is empty), From Warehouse and To Warehouse. Its grid has Quantity, Cost, Onhand/from, Onhand/to, Line Cost, Selling Price and Notes columns; the two Onhand columns show how much of the item each warehouse holds.

Moving goods is rarely free, so the transfer carries its own boxes for what the move cost: Handling, Shipping, Custom, Clearance, Insurance, Commission and Additional fees. What you enter there is added to the cost of the goods arriving at the destination warehouse. That is worth reading twice, because it is what makes the same item carry a different cost in one warehouse than in another: what you paid for it, plus what you paid to get it where it now sits.

Pick both warehouses while the document is still empty, because that is the moment they answer. From Warehouse and To Warehouse set in one go on a blank transfer; once a line has been entered, the two lists still open and still let you highlight a row, but the boxes go on reading what they read before. That is what Modify warehouse on the ribbon is for, and it is the way the two warehouses are changed from then on. Libra warns you before it does anything: moving the lines to other warehouses can leave a warehouse holding less than nothing, and it asks you to confirm that you want to go ahead.

5. A saved transfer

Fill in the Auxiliary, both warehouses, the item, the quantity and a Reference, then save. The document gets its own number, and its Description fills in by itself from the two warehouse names. Total amount at the bottom shows the line's cost.

A transfer moves only what the sending warehouse is actually holding. Ask it to move an item whose stock in that warehouse stands at zero and the save is refused, with a small Item not found message on the screen. Two things are worth knowing about that refusal: the message names the trouble in the most general terms it has, so read it as "this warehouse has none of it" rather than as "I cannot find this item"; and the line's Quantity is cleared back to zero on the way out. Check the quantity again before you try the save a second time, or the second attempt fails for a different reason than the first.

6. Finding it on the list

Refresh on the Inventory item transfers list shows the new row with its Number, Reference, Date, Type, PID and Account (the auxiliary), Currency, Description (the auxiliary's account), Accounting description (the From / To text) and Branch.