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This functionality is new as of version 4.1.

An Inventory Transfer Request can be created using the ‘Minimum Stock Quantity’ of the products contained in an Inventory Area.

Before using this function, be sure to set the Minimum Stock Quantity' for the Products in the affected Inventory Area.

Refer to Configure Inventory Minimum Quantity.


To Create an Inventory Transfer Request using the Minimum Stock Quantity:

  1. Navigate to the ‘Inventory Transfer Request Search’ screen.

    'Inventory Transfer Request Search' screen - 'Min Stock Transfer Request' button
  2. Click the ‘Min Stock Transfer Request’ button; OR,

  3. Click the ‘New Inventory Transfer Request’ button.

    1. The ‘New Inventory Transfer Request’ dialog will open.

      'Inventory Transfer Request Search' screen - 'Min Stock Transfer Request' button - 'New Inventory Transfer Request' dialog
  4. Select the ‘Source Area’, ‘Destination Area’, and optional ‘Date Needed’.

  5. Select the ‘Auto add items below min stock levels’ checkbox.

  6. Click the ‘Save’ button.

  7. The ‘Inventory Transfer Request’ screen will open.

    'Inventory Transfer Request' screen - Add Items Below Min Stock

  8. The Products that have reached the ‘Minimum Stock Quantity’ for the Inventory Area, have been added to the Inventory Transfer Request.

    1. Rows that are highlighted in red, represent Products with Inventory that have reached the ‘Minimum Stock Qty’ for the Inventory Area.

  9. The ‘Requested Qty’ is automatically populated, and based on the:

    1. ‘Reorder Qty’ minus

      'Edit Product Minimum Quantity by Inventory Location' dialog

    2. ‘Qty on Hand' minus

    3. ‘Pending Qty’

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