Inventory Transfer

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An inventory transfer, also known as stock transfer or warehouse transfer, is the movement of physical inventory items from one warehouse/location to another.

Transfer items involve the movement of items from one store to another, one warehouse to another, a warehouse to a store, or from a store to a warehouse. The user specifies which type of transfer it is and provides the source, the destination, remarks, the UPCs, and the quantity of the items to be transferred.

Inventory Transfer can be performed on 2 ways:

  1. Initiate Transfer (General Transfer)
  2. Initiate from Store Order

General Transfer

Inventory Transfer is a 2-way process:

  1. Initiate Transfer 
  2. Commit Transfer 

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To start a general transfer follow the below steps

  1. Click the 'Inventory Transfer' button from the home screen. All the recent transfers will be listed on the transfer page.
  2. To create a new transfer, click on the ( + ) button at the bottom of the screen.
  3. Select General Transfer
  4. Choose the Source & Destination location.
  5. Click on Add Items
  6. Enter the Item details or click on the Barcode Scan button to scan the barcode to transfer the inventory.
  7. You can update the quantity by clicking on the Qty field.Screenshot_20220818-125148_Inventory360_1_.jpg         
  8. Scanned items will be listed on the screen, with Item UPC, & Quantity. Once inventory scanning is completed, click on the Initiate Transfer button to initiate the transfer of the inventory.
  9. Once the transfer is initiated you will be taken to the page shown below which will have the transfer details like transaction number, source & destination details, Status of the Transfer(Open/Closed), transfer type, total cost, and transferred items details with quantity.Screenshot_20220818-125618_Inventory360_1_.jpg
  10. When you initiate a transfer, the inventory is removed from the source store or warehouse, it is not added to the destination store until the transfer is committed; if you Cancel the transfer instead of committing it the inventory is returned to the source store or warehouse. Once everything is verified click on the Commit button.
  11. You can enter any remarks/comments related to the transfer on the next page and click Proceed.
  12.  Once the user Proceed the transaction is committed and therefore completed or closed.

Transfer from Store Order

Choose this option when the store has generated an order using the store order features and you want to convert it to a transfer. The store orders will be available in the listing. Once the transfer is initiated, the next step is to commit the transfer, then the receiving location will have received the items.

  1. Click the 'Inventory Transfer' button from the home screen. All the recent transfers will be listed on the transfer page.
  2. To create a new transfer, click on the ( + ) button at the bottom of the screen.48c31989-fb32-4d72-ab16-722ba4abf3c4.jpg
  3. Select Initiate from Store Order option
  4. Choose the store order from the list or search the store order number in the search field provided.
  5. Once completed, you will be taken to the page shown below which will have the store order details like transaction number, source & destination details, total ordered quantity, and transferred items details with quantity.
  6. Once everything is verified click on the Commit button.
  7. You can enter any remarks/comments related to the transfer on the next page and click Proceed.
  8. Once the user Proceed the transaction is committed and therefore completed or closed.

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