Warehouse Transfers in CustomBooks™

Warehouse Transfers

The Warehouse Transfers feature enables inventory users to track and record item transfers between locations. The Multi-location feature must be enabled to utilize Warehouse Transfers.

Viewing the List of Warehouse Transfer

To view the list of Warehouse Transfers: Navigate to Inventory > Warehouse Transfers.


From the Warehouse Transfers List View, you can:
  1. Create new or Copy a Warehouse Transfer.
  2. View the General Journals, Audit Logs, and Document Register Records.
  3. Attach files to the selected Warehouse Transfer.
  4. Export the Warehouse Transfers List to Excel, PDF, or other formats.
  5. Manage Columns: add, remove, or reorder.
  6. Refresh the Warehouse Transfers list.
  7. Create multiple custom views using: Filters, Sorting, Ordering, Conditional Appearance Settings.

Viewing an Individual Warehouse Transfer

To view a specific Warehouse Transfer:
  1. Navigate to Inventory > Warehouse Transfers.
  2. Double-click the designed Warehouse Transfer document to open.



From the individual Warehouse Transfer view, you can:
  • Edit the Warehouse Transfer.
  • Email or Print an Internal Packing Slip-Warehouse Transfer.
  • View the General Journals, Audit Logs, and Document Register Records.
  • Attach files.
  • Reload/refresh the Warehouse Transfer.

Creating a New Warehouse Transfer

To create a new Warehouse Transfer:

  1. Navigate to Inventory > Warehouse Transfers.
  2. Click Create > New, or Copy an existing Warehouse Transfer.
  3. Enter the Warehouse Transfer Number or let the system auto-assign. The Warehouse Transfer will use the next number configured in Document Auto-Numbering.
  4. Specify the Date of the transfer, if necessary. The system defaults to today’s date.
  5. Enter the Location From. The system defaults to the default location.
  6. Pick a Location To: from the drop-down list, which includes a list of all of your locations.
  7. If it's a consignment transfer, mark the Consignment Transfer checkbox.
  8. Click Add to add a product.
  9. Choose the Product Item from the drop-down list.
  10. Enter the Quantity to Transfer. The quantity is specified in the base unit of measure (Base UoM) if the product has more than one unit of measure.
  11. Add an internal memo on the Memo Tab, if desired.
  12. To save, click Save or Save and Close.


See How to Create a Warehouse Transfer

This video shows how to enable Multi-Locations in CustomBooks™ and create a Warehouse Transfer to move inventory between locations.

Video Summary

Before creating a Warehouse Transfer, make sure Multi-Locations is enabled under Admin Panel > Inventory Settings and that your locations are set up. Then go to Inventory > Warehouse Transfer, create a new transfer, select the destination location, add the items and quantities you want to move, and save the transfer.

Key Takeaways

  • Multi-Locations must be enabled before you can transfer inventory between locations.
  • Enable it from Admin Panel > Inventory Settings under Locations.
  • Go to Inventory > Warehouse Transfer to begin a transfer.
  • Click Create > New and select the location receiving the inventory.
  • Add the inventory items and quantities you want to transfer.
  • Save the Warehouse Transfer when the selections are complete.
＋ Read the Full Video Transcript

In this video, you’ll learn how to create a Warehouse Transfer in CustomBooks.

First, make sure Multi-Locations is enabled in your CustomBooks account. Navigate to the Admin Panel, select Inventory Settings, and check the box for Multi-Locations under Locations.

Once Multi-Locations is enabled and your locations are set up, you can transfer inventory between them. To begin, go to Inventory and select Warehouse Transfer.

Click Create and choose New. Select the location you’re transferring items to, then add the items and quantities to move. When you’re satisfied with your selections, click Save.

Keep your inventory accurate by location with Warehouse Transfers in CustomBooks. Start managing your inventory transfers today!


Printing an Internal Packing Slip-Warehouse Transfer

An Internal Packing Slip-Warehouse Transfer is used to record and track the movement of inventory items between different warehouse locations within a company. It includes details such as item codes, item descriptions, quantities, and originating and destination warehouses, ensuring accurate inventory management.
  1. To print, open a Warehouse Transfer and click the Print drop-down > select Internal Packing Slip-Warehouse Transfer, and then choose a print template.



  2. In the Packing Slip: Print Preview window, click Print. You can also send it via Email or Export it to Excel or PDF.


By using the Warehouse Transfers feature in CustomBooks™, you can efficiently manage and track the movement of inventory between your locations. Whether you're creating a new transfer, viewing existing ones, or printing the necessary documentation, these tools help ensure accurate inventory control. For further assistance, explore other articles in our knowledge base or reach out to support if you have any questions.

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