Transfer Quantity Ledger

Overview

The process to transfer a quantity ledger from one material inventory to another is available through the Quantity Ledger Tab of the Inventory Detail Window.

 

Prerequisites

An inventory must have been added.

 

Transfer Quantity Ledger

To transfer a quantity ledger:

• Click on the "Transfer" link on the quantity ledger to be transferred.

• A new pop-up window is displayed.

  • Select the destination inventory from the drop-down menu.

  • Select the transaction date using the date picker.

  • Designate a quantity.

  • Add relevant notes.

  • Click on the Save Button.

• Note that a new quantity ledger entry will appear, listing the transaction quantity and marked with the "Transfer" type.

 

Notes

Users can use the Apply Button to save their progress in the Inventory Detail Window without closing the window.