The Inventory Transfer screen allows multiple-location businesses to transfer inventory quickly and easily from one location to another. In the event that an inventory transfer is entered incorrectly, simply transfer the items back to the original location to correct.

 

Access the Create Inventory Transfer Screen by hovering over Inventory on the menu bar, then choosing the Create Inventory Transfer option.

 

 

Transfer Number

 

The program will automatically assign a number for the transfer when it has been saved.

 

Transfer From

 

The location where the transfer is created will show here after saving the transfer.

 

Transfer To

 

Select the end location of transferred items.

 

Status

 

If a transfer was created and not received, the transfer status will be "Open". If some of the items have been marked as received, the status will be "Partial". If the transfer was received in it's entirety, the status will be "Complete".

 

Sent On Date

 

Select the date the transfer will be sent. You may use the small calendar button to the right to choose a day from the pop-up calendar.

 

Received On Date

 

The date that a transfer was received will show here, once the transfer has been marked as received.

 

Transfer Note

 

Enter any notes about this transfer that you wish to show.

 

Product List

 

Once entered above, the items to transfer will show in this list. Adjust the quantity as desired.

 

Remove Button

 

 

Item ID Selection

 

Begin typing the item ID, or scroll to select the item for transfer.

 

Barcode Item Selection

 

Clicking the barcode button opens a pop-up window to allow quantity and barcode entry. Scan or type the barcode and select to Add Item.