The Transfers feature is a helpful tool that allows you to transfer inventory items in or out of the platforms. You can either transfer items out or transfer items in depending on your need. Whenever a transfer is done, it will reflect on the quantity count for the inventory item that was moved.
Creating a Transfer
- Click Inventory from the navigation menu and select Transfer tab.
- Click +New Transfer.
- Click +New Transfer and select Date and Transfer Type (In or Out).
- Click +Add Transfer line & type the name of the item.
*note* The transfer will save automatically once the transfer line(s) has been allocated to the inventory item(s). You can navigate to other areas of the platform now as needed.
To view a list of transfers in or out of the platform simply click the Inventory tab and click Transfers. This will show you all transfers since the date of your last audit. Click on a specific entry to see a more granular view of what was moved between platforms.
Click the History button to view historic transfers. You have the option to pull transfer logs by Date or by Period as needed.
Some thing to keep in mind
If you are managing Corporate inventory across a Director brand, you may transfer items between stores.