---
title: "Transfer Shipment - Prerequisites"
slug: "bc-transfer-shipment-prerequisites"
description: "Set up item tracking codes and create inventory for demo processes in the Cronus Company. Follow these steps for effective warehouse management."
tags: ["Demo"]
updated: 2026-06-25T09:59:03Z
published: 2026-06-25T09:59:03Z
canonical: "docs.staedean.com/bc-transfer-shipment-prerequisites"
---

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

# Transfer Shipment - Prerequisites

Execute the following setup configuration before running this demo process.

## Item tracking

Because there are no warehouse tracked items in the Cronus Company, two item tracking codes are modified to support this.

> [!WARNING]
> **WARNING**
> 
> There is a chance these modifications cannot be reversed. If these instructions are not applied on a DEMO VPC, you may opt to create new codes instead of modifying them.

1. Go to **Warehouse** > **Inventory** > **Setup** > **Item Tracking Codes**.
2. Select the code LOTALL and select the edit button to open the card.
3. Expand the **Lot No.** tab and enable **Lot Warehouse Tracking**. Select **OK** and close the page.

![LotSetup](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_CountInvLotSetup.png)
4. Select SNALL in the item tracking codes list and select the edit button to open the card.
5. Expand the **Serial No.** tab and enable **SN Warehouse Tracking**. Select **OK** and close the page.

![SNSetup](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_CountInvSerialSetup.png)

## Create inventory for items

In this demo script, a few items supporting item tracking can be handled. These items are not in inventory. The following steps create sufficient inventory.

1. Go to **Warehouse** > **Inventory** > **Item Journals**. Open the item journal page.
2. In the new page, add the following lines.

> [!NOTE]
> Make sure the **Qty. to Ship** column on the lines is empty.
> 
> ![TransferShipmentStep1](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_TransferShipmentStep1.png)
3. Select the new journal line with item 80216-T, go to **Line** > **Item Tracking Lines** and add two tracking lines for it.

![ItemTrackingLines](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_CountInvTrackingLines.png)
4. Select the new journal line with item 80102-T and add the following tracking details. Confirm again with **OK**.

![TransferShipmentStep2](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_TransferShipmentStep2.png)
5. Post the journal lines with the **Post** button.
6. Go to **Warehouse** > **Orders & Contacts** > **Transfer Orders** and create a new transfer order.
7. Add the following setup in the general tab and add three lines to the order.

![TransferShipmentStep3](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_TransferShipmentStep3.png)
8. Release the transfer order.

## Related

- [Transfer Shipment](/bc-transfer-shipment.md)
- [Transfer Shipment - Process](/bc-transfer-shipment-process.md)