Transfer inventory items from one location to another location

Jira Code:- DB-110

We have to transfer all items in a bin under one location to another location (location without bin). We will reduce the inventory quantity to zero and will do an inventory adjustment to reduce the value of the item to zero in the source bin. We will add the quantity to the destination location through inventory adjustment.

Figure 1 below shows inventory adjustment created to reduce the quantity in the bin of source location.

Figure 2 below shows inventory adjustment created to increase the quantity in the destination location.

To reduce the quantity in the bin in the source location, go to the bin record.

1. List > Supply chain > Bins.
2. Take the source bin record in view mode and click on the “Items” link.
3. Copy all the details into the CSV file and add the following details in the CSV file:-

• External id:-  Inventory adjustment external id.
• Item name:- Name of the items for which inventory adjustment is creating.
• Bin:- Bin number in the source location.
• Adjust quantity by:- Provide the quantity to adjust in the source location. The value should be negative as we have to reduce the inventory quantity.
• Location:- Provide the source location name.

Import the inventory adjustment with the above details. We can provide the expense account as static value in the mapping if we have only one inventory adjustment. Otherwise, we have to add the column for the expense account in the CSV file. 

To import inventory adjustment,

1. Go to, Set up > Import/Export > Import CSV records > New.
2. Import type is “Transactions” and the record type is “Inventory adjustment”.
3. Upload the csv file from the system.
4. The data handling option is “Add” as we are importing a new record.
5. In the field mapping page, map the fields in the CSV file with the same fields in the Netsuite fields. Click next.
6. Provide the name for the import and click the option “Save and run”.
7. Check the import status page. Go to , Set up > Import/Export > View CSV import status.
8. If the import is completed, then the inventory adjustment is created in the system. If the import is failed, then check the error file and do the import again.

Now the inventory quantity and value will be zero in the source location bin.

Figure 3 below shows the field mapping of the import of inventory adjustment to reduce the quantity.

To add the quantity in the to the destination location, create the csv file with the same items and quantities we have used to reduce the inventory quantity in the source location. 

• External id:- Inventory adjustment external id.
• Item name:- Name of the items for which inventory adjustment is creating.
• Location:- Provide the destination location name.
• Adjust quantity by:- Provide the quantity to adjust in the destination location. The value should be positive as we have to add the inventory quantity.

Import the inventory adjustment with the above details. We can provide the expense account as static value in the mapping if we have only one inventory adjustment account.

Now the item quantity will be increased in the destination location. Only the quantity will be increased. There will be no change in the cost and value of the inventory. If we have to update the value and cost of the inventory, then we have to provide the cost of each item in the inventory adjustment.

Figure 4 below shows the field mapping of the import to increase the quantity of inventory.

Create a transaction search to get all the items in the inventory adjustment we have created. Validate the number of items in inventory adjustment. Also, validate the items showing in the source location bin. If all items have quantity is zero in the source location bin, then the items will not show in the bin items list. Inactive items with quantity in the bin will show in the bin items list.