Inventory transfers can be used to transfer items from one store location to another or to request inventory transfer from a warehouse or distribution center to a store location. You can also create transfers for new products you want to promote or to move overstock to other locations.

Creating a transfer

To create a new transfer:

1. From the main menu, click Inventory > Transfers > + New Inventory Transfer.
2. Fill out the details of the transfer:
   From/Sending Shop: select the location the transfer is being sent from.
   To/Receiving Shop: select the location the transfer is being sent to.
   Need by: the date and time the receiving shop needs to receive the transfer.
   Notes: any comments or instructions related to the transfer.

Adding items to a transfer

You can add items to the transfer by manually entering or scanning items, automatically adding all items that are at or below their reorder points, or by filtering for special orders.

Adding items manually

To add an item to a transfer manually:

1. Navigate to Inventory > Transfers.
2. Click on the open inventory transfer you wish to add items to.
3. Search for an item in the Item Search field using an item's searchable details.

   

4. If only one item matches your search, the item is added automatically. Otherwise, a list appears from which you can select the item.
5. If you prefer to use inventory search filters, you can leave the Item Search field empty and click + Add Item.
6. Review the Send quantity of the items and modify as needed.

   

7. Click Save Changes.

Adding items by their reorder points

To add an item that is at or below its reorder point for the receiving shop:

1. Navigate to Inventory > Transfers.
2. Click on the open inventory transfer you wish to add items to.
3. From the Auto add all items that are at or below their reorder point section, select a Category, Vendor and/or Brand.
4. Click + Auto Add All.
5. Review the Send quantity of the items and modify as needed.

   

6. Click Save Changes.

Adding special order items

To add a special order item to a transfer:

1. Navigate to Inventory > Transfers.
2. Click on the open inventory transfer you wish to add items to.
3. From the left menu, click the Special Orders section.
4. Optionally, under Special Orders To Add, modify the available search fields and search filters and click Search to narrow your list of special orders.
5. Click + Add next to the special order item you'd like to add. To add multiple special order items at once, select the items' checkboxes and click + Add Selected To Transfer.
6. From the left menu, click the Details section.
7. Review the Send quantity of the items and modify as needed.
8. Click Save Changes.

Sending items

After a transfer is created and items are added to it, the next step is for the sending shop to send the inventory to the receiving shop. 

To make sure the sending shop only sends items that have enough available quantities, transfers will display an error message and highlight items in red if they don't have enough inventory to send the items. 

To be able to send the transfer, the sending shop needs to address this by reducing their Send quantity or investigating if there is a stock discrepancy between Retail POS inventory and what they physically have on hand.

Note Often these discrepancies can be solved by receiving outstanding purchase orders or by adjusting the item inventory manually. 

To send a transfer:

1.  Review the Send quantity of the items and modify them as needed.
2. Click Send Items.
3. In the new window, read the warning message and click OK. This will change the status of the transfer from Open to Sent.
4. Click Print Order to print a packing slip or Print Labels to print labels for the in transit items if needed.

To add or remove items to the transfer after it is marked as Sent: 

1. Click Reopen.
2. Add or remove items as needed.
3. Review the Send quantity of the items and modify them as needed.
4. Click Send Items.
5. In the new window, read the warning message and click OK. This will change the status of the transfer from Open to Sent.
6. Click Print Order to print a packing slip or Print Labels to print labels for the in transit items if needed.

Once a transfer is sent, the items being sent are removed from the sending shop's inventory, are classified as In Transit and aren't added to the receiving shop's inventory until the items are received.  

Managing in transit items

To help you track and manage your In Transit items, there are 2 transfer reports that you can run from the Reports section:

Receiving items

After a transfer is sent and the shipment arrives, the receiving shop must receive and add the in transit items to their inventory. You can receive items in a transfer by:

• manually entering or scanning items in the Mark Item Received section.
• manually entering or scanning items in their respective Received fields.
• automatically receiving all items in the Mark All Received section.

Once each items' physical quantity is entered in their respective Received fields, the receiving shop is ready to officially add them to its inventory. 

Mark Item Received section

To receive in transit items in the Mark Item Received section:

1. Enter the physical quantity of the in transit item. 
2. In the Item Search field, search for an item.
3. If the item has a unique match to the item in your inventory, the quantity in the item's Received column will update automatically.
4. Repeat for each item you are receiving.
5. When you are finished receiving items, click Add Received Items To Inventory.
6. Click OK.

Received fields

1. From the Item section, locate the in transit item you want to receive.
2. In the Received field, enter the physical quantity you received. If you prefer, you can also scan each individual item into the field.
3. Repeat for each item you are receiving.
4. Click Add Received Items To Inventory.
5. Click OK.

Mark All Received section

If the physical quantity of an item you received and manually counted matches the expected In Transit quantities:

1. From the Mark All Received section, click Receive All Items. The Received fields of each item are automatically filled to match their In Transit fields.
2. Click Add Received Items To Inventory.
3. Click OK.

Returning items

Items that are In Transit can be returned to the sending shop if they were sent in error, in the wrong quantity, or were found to be damaged, missing, or incorrect when receiving the transfer. Returning the items will remove any unreceived quantity from the transfer and will restore the quantity that is In Transit to the sending shop's inventory.

To return items to the sending shop:

1. From the Item section, locate the in transit item you want to return.
2. Click Return beside the item. This removes the item's outstanding In Transit quantity from the transfer and automatically adds the quantity back to the sending shop’s inventory.