Learn how to transfer items in-between locations for proper inventory management.
1. On the sidebar click “Transfers”
2. Click “New Transfer”
3. Choose “Source” + “Destination” and any “General Order Information”
4. Click “Source Location” for the place the items are being sent from
5. Now select the location you want to transfer the product to
6. Add a reference number (REF. #) + (SENT/RECEIVED DATE) and any notes you want to add.
7. Click “Add Products +”
8. Click “Type to search” to search your inventory for the product transfer
9. Now click on all the products you want to add to the transfer
10. Click “Add +”
11. Review added products and click “Save Changes”
12. Click “To Sent” to indicate the products are sent.
13. Click “OK”
14. Click “To Received”
15. Click “OK” to indicate the products have been received, check for correctness and accuracy and then click “OK”
16. Click “Add to Inventory” once the inventory has been checked for correctness
17. Click “OK” to add products to the inventory
18. ## **Checking for Discrepancies in Received Inventory**
Click the blue pen to view/edit the transfer.
If the physical count of items received is less than the quantity documented as sent, you must update the ‘Received’ field to reflect the actual amount.
This action will prompt a required dropdown menu asking for the reason for the missing quantity. Selecting the correct reason is critical for maintaining accurate inventory records:
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Wasted: Use this when the item is lost, damaged, or otherwise unsellable (rendered unusable in transit).
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Source Location: Use this if the item was never actually shipped and is presumed to still be at the original sending location.
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Another Location: Use this if the item was misrouted or sent elsewhere. If you select this option, an additional dropdown menu will immediately appear, requiring you to select the specific location where the product was sent.
19. Click “Close”
20. If you have an inaccurate transfer this will appear next to received, reference previous screenshot. (Example if the “SENT” number is higher than “RECEIVED”, you have to make the correction using this drop down, to keep the most accurate inventory records)
