---
title: "Inventory Transfer Reasons"
slug: "inventory-transfer-reasons"
updated: 2026-08-10T20:23:05Z
published: 2026-08-10T20:23:05Z
canonical: "help.idibilling.com/inventory-transfer-reasons"
---

> ## 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.

# Inventory Transfer Reasons

All transfer transactions require a transfer reason be specified. Transfer reasons are defined and managed via the Inventory Transfer Reasons form.

![Inventory Transfer Reasons Overview](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/33554.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A27%3A34Z&se=2026-11-14T12%3A27%3A34Z&sr=c&sp=r&sig=1okan%2BuPGV5G2%2F8WYxuY4h4wGmZ6RbXfatK8HeSoyYE%3D)

To open this form, from the IDI Desktop Client menu bar select **Applications >** **POS Back Office > Setup > Inventory Transfer Reasons**.

This form lists the existing transfer reasons, lets you create new reasons, and lets you edit or delete existing reasons. For each reason, the following information is provided:

| Reason ID | System-generated ID. |
| --- | --- |
| Description | Text displayed in the Transfer Reason drop-down menu when you create or edit a transfer. |
| Requested, Unsolicited, Return To Agent | For each reason, these columns indicate whether or not the reason applies to the corresponding transfer type. |

To define a new reason, right-click anywhere in the grid and select **New**.

The New/Edit Inventory Transfer Reason form lets you enter the transfer reason text, and specify whether or not this reason applies to each of the transfer types:

- Enter the transfer reason text in the Description field. This text is displayed in the Transfer Reason drop-down menu when you select a reason while creating (or editing) a transfer.
- For each transfer type, use the check box to specify whether or not this reason will be available in the Transfer Reason drop-down menu when creating or editing a transfer of that type.
  - Checked = reason is available
  - Unchecked = reason is not available