Bin Transfer

You can record a bin transfer to move items between bins within a warehouse.

Recording a bin transfer does not post to your chart of accounts and has no financial impact. The transfer only updates the quantity on hand in each bin for the items transferred.

On the bin transfer record, identify the item, the bin the item will come from, the bin the item will move into and the quantity to be moved.

To record a bin transfer using basic bin management:

1. Go to Transactions > Inventory > Bin Transfer.
2. Verify or select the date.
3. If you use the Multi-Location Inventory feature, select a location.To transfer items between locations, you must enter an inventory transfer and set the bin at the new location.
4. Optionally enter a memo for this transfer. Then, you can search for the text entered here to find this transfer.
5. In the Item field, enter or select the item to transfer.If one is set, the item’s preferred bin appears.
6. Optionally, if you use the Multiple Units of Measure feature, select the unit of measure.
7. In the From Bins field, either enter or select one or more bins the item will be taken out of. This can be done using one of the below:
   • Enter Text – Enter a bin and quantity to transfer.For example, to move a quantity of five out of Bin #101, enter 101 (5).
   • Use the Bin Selector – Click the Open icon to show a list of bins and enter a quantity to take out of each bin. For items that are associated with bins, only associated bins show in the list.The quantity on hand shows for each bin. Click Done to close the bin selector and add the amounts indicated to the transfer.
8. In the To Bins field, either enter or select one or more bins the item will be moved into. This can be done using one of the below:
   • Enter Text – Enter a bin and quantity to transfer.For example, to move a quantity of five into Bin #102, enter 102 (5).
   • Use the Bin Selector – Click the Open icon to show a list of bins and enter a quantity to put into each bin. For items that are associated with bins, only associated bins show in the list.The total quantity of items must match the amount in the Quantity field.Click Done to close the bin selector and add the amounts indicated to the transfer.
9. The Quantity field sources the amount in the From Bins field and displays the quantity of the item being transferred.
10. Click Add.
11. Repeat steps 6 to 9 for each item you want to transfer between bins.
12. Click Save.