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Documentation Index

Fetch the complete documentation index at: https://docs.arcuserp.com/llms.txt

Use this file to discover all available pages before exploring further.

Inventory transfers move stock between physical warehouse locations (e.g., from Storage to Staging, or from one facility to another). Each transfer updates inventory and can post GL entries if locations are tracked separately.

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Create an Inventory Transfer

  1. Go to Inventory > Transfers or Warehouse > Transfers.
  2. Click Create Transfer.
  3. Select the source location (where items are now).
  4. Select the destination location (where items are going).
  5. Add line items:
    • Select the product
    • Enter the quantity to move
    • Verify the cost is pre-filled
  6. Click Create Transfer.
Create inventory transfer form

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Transfer Statuses

  • Draft - Transfer is prepared but not yet executed
  • In Transit - Transfer is in progress between locations
  • Received - Destination location has received and confirmed the items
  • Closed - Transfer is complete and GL entries have posted

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Confirm Receipt at Destination

If your warehouse has multiple locations or requires two-step confirmation:
  1. The transfer is created in Draft status at the source
  2. Destination staff receives the items
  3. They click Receive Transfer to confirm arrival
  4. The system moves items to the destination location
  5. GL entries post (if location-based tracking is enabled)

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GL Impact

Depending on your entity settings, transfers can post accounting entries: Location-tracked inventory:
  • Debit: Inventory (Destination Location)
  • Credit: Inventory (Source Location)
This ensures GL accounts reflect inventory by location for sub-ledger reporting. Non-tracked transfers:
  • No GL entry (inventory moves within the same GL account)

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Troubleshooting

“Source and destination are the same” - You must select different locations to create a transfer. “Insufficient inventory” - The source location does not have enough of that product. Verify bin quantities or adjust the transfer quantity. “Transfer is stuck in In Transit” - Destination staff must confirm receipt. Remind them to click Receive Transfer.

Bin Setup

How bins organize inventory within a location.

Manual Adjustments

How to adjust inventory for other reasons.