---
title: "Completing the Transfer Definition"
slug: "completing-the-transfer-definition"
updated: 2026-08-10T20:22:38Z
published: 2026-08-10T20:22:38Z
canonical: "help.idibilling.com/completing-the-transfer-definition"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Completing the Transfer Definition

You must complete the transfer definition by specifying a transfer reason and then save the transfer before you can submit the transfer for approval.

From the Add Inventory Transfer window:

1. Select a transfer reason.

**transfer reason**

Select a reason from the drop-down menu. Reasons are defined via Applications > POS Back Office > Setup > Transfer Reasons

> [!NOTE]
> Note
> 
> The transfer reason is already specified if you chose to add the inventory request to an existing transfer.
2. Click **Save**. This closes the window and sets the transfer status to open.