Overview
Inventory transfer lists help users review completed or pending item transfers. They support traceability for stock moved between locations or operational destinations.
Where To Find It
Path: Inventory > Transfer Items List
Access depends on the module, company setup, and security permissions assigned to the user.
How It Works
QBM records transfer documents and shows them in a list. Users filter by date, source, destination, or item, then open the transfer for detail.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Filters and search | Limits the list to the records the user needs to review. | Use it before opening records from a busy list. |
| Result list | Shows matching records with key dates, references, names, and amounts. | Use it to identify the correct record and compare activity. |
| Open and follow up | Opens the selected record or leads to the next action. | Use it when the list result needs more detail or action. |
Recommended Workflow
- Open the transfer items list.
- Filter by date, source location, destination, or item.
- Review the transfer reference and quantity summary.
- Open the transfer document if more detail is needed.
- Use the result to confirm stock movement or investigate differences.
Best Practice
- Review transfer lists before assuming stock is missing.
- Check both source and destination locations.
- Confirm serials and lots where applicable.