How to create a "Inventory Stock Transfer"

Hi Knack Braintrust - I’m wracking my brain trying to figure out a way to do a stock transfer from one location to another. I designed my inventory system off of Knack’s example app “Inventory Manager”. The main Objects involved are:

  • Products
  • Inventory POs
  • Inventory PO Line items

When I order inventory from the manufacturer, I create a new Inventory PO record, and then each product ordered is a new record in the child Object “Inventory PO Line Items”. Within both of those Objects is a Field called Destination, which would be one of my two warehouses. Works great. But in order to do a stock transfer between the two warehouses, I need to have one record created with a positive number for the associated Product, and then another from the sending warehouse that is a negative number. Any ideas how to accomplish this?

Schema Example below:


and:

Hi @JDWorleyKY,

If you haven’t already reached out to the support team for help with this, you can submit this form here: Create Support Ticket. They will be able to take a look at your app and setup directly and give you the best solution for your needs. :slight_smile:

Hi

Without going through every step of the process, could you not create a Movement type of inventory called Transfer which would reduce the inventory from the 1st location, and then use a record rule to create the inward movement at the 2nd location?

Dean

This somewhat makes sense, but I still cant conceptualize how to accomplish it… Form Rules would be easy but it won’t let me Insert a Connected Record for “Inventory Request Line Items”…

Hi

This is the logic I was thinking of, with the record rule only running when the Movement type is “Tfr Out”.

Dean

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@JDWorleyKY, here’s a quick video of how you can set up the stock transfer in/out functionality, hope it helps!:

@Dean2 That’s exactly how I would structure it too. :+1:

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Hi Stephen

You’re starting early today.

Thank you for the nice informative video.

Dean

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Thanks! I will study this right now. Appreciate you

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