Shipping - Inventory Transfer
Checklist
1. Inventory Transfer
Make sure you mark "Inventory Transfer" as Active on the Delivery Types page.
Show inactive "yes", if you can't find the Inventory Transfer or Contact our support team.
2. You have knowledge about Inventory in printIQ.
To find out more about Inventory, contact our support team or click below link.
Inventory Transfer Workflow
Introduction
The ‘Inventory Transfer’ shipping option allows you to receipt production items into a store/inventory item to replenish stock quantities on hand.
How to use
Quote Page
From a Custom Quote, on the order details page, under the “Shipping“ select ‘Inventory Transfer’ as the delivery method:
Complete the quote to convert it to a job.
Job
In this example, we have Adin Letterheads at a current quantity on hand of zero:
Once the job is finished production, from the ‘Dispatch’ tab, the modal will display as ‘Inventory Transfer’.
Search for the Inventory Item you want to transfer the quantity into:
Select the ‘Inventory Location’ to store this item in:
Click ‘Transfer’ to complete the process:
This job is marked as "complete".
After transferring, the inventory items QOH is updated by the quantity transferred.
For Adin Letterheads, the QOH has been updated to 5000:
Related Articles
Transfer into inventory workflow
Production based jobs can often involve the top-up/fulfilment of inventory items. With this workflow, a quote or a job's dispatch option is set to ‘Inventory Transfer’. Inventory Transfer QUOTE – Select ‘Inventory Transfer’: At the job stage, the ...Transfer of Stock
In IQ, you can transfer stock from one item to another. From the ‘Inventory’ board, click the action list dropdown and choose ‘Item Transfer’: A dropdown will show with the transfer options: Fill out the details: The stock is now ...Inventory Items
This is where you create and manage all inventory items that are not directly related to an individual job. Inventory > Items. From here you have several options you can use to search on the items to require to view: From the main screen, you can ...Inventory Locations
Locations are basically your Warehouse, if you have more than 1 Factory where Inventory is stored, then there would be several Locations. Eg. : Smith St Warehouse [Location] Brown St Warehouse [Location] Jones St ...IQstore Workflow Job to Store Item to Invoice
Workflow – Job to Store Item to Invoice 1. At any point during the production process, you can transfer some/all of the job into stock. To do this, use the action on the All Jobs or Production board called “Receipt into stock”: 2. From the modal, ...