Bulk Transfer Orders in Inventory

The Transfer Orders feature allows you to easily move multiple products between locations within your inventory. Staff can initiate bulk transfers, select products, specify quantities, and track transfer statuses, while the system automatically records key details such as the origin, destination, and quantities for accurate recordkeeping. The receiving location can check in the transferred products and confirm quantities received match the transfer order. Once a transfer is confirmed, stock levels are automatically updated at the receiving location, and all changes are recorded in the Inventory Adjustment Report. 

Things to know:

• The ability to transfer products between locations depends on the "Enable Inventory Transfer Orders" hidden setting and the "Manage Purchase Orders" access control setting.
• Staff permissions determine what actions can be performed:
• Senders can view and edit transfer orders and items before shipping the order.
• Receivers can only view transfer orders after the sender has shipped the order; they cannot create or modify transfer orders or items.
• Staff with view or manage access to manage purchase orders at the sending location can always see the transfer order in the list.
• Staff with view or manage access at the receiving location can see the transfer order only after it has been shipped out.
• Staff with view-only access cannot save changes or view editing controls.

• For franchise businesses, product transfers can only occur between locations within the same child account. For example, if Franchise A has two locations, Location 1 and Location 2, products can be transferred freely between these two locations. However, products from Franchise A cannot be transferred to any location under Franchise B, and vice versa.
• A destination must be selected when creating a transfer order. Otherwise, you’ll receive the validation error: “Please assign a destination to this transfer order.”
• After submitting a transfer order, you can view where the products were transferred from.
• You can track the status of each transfer order on the Transfer Orders page or by opening the individual order.
• Once a transfer is confirmed, stock levels are automatically updated at the receiving location, and all changes are recorded in the Inventory Adjustment Report. 

CONTENTS

• Create a Transfer
• Check In  / Receive a Transfer 
• Transfer Order Page Statuses
• Transfer Order Status Summary

Create a Transfer

1. Navigate to POS > Inventory
2. Select Transfer Orders from the left panel
3. Click Create Transfer Order
4. Choose the following:
   • Origin: Location the items will be transferred from
   • Destination: Location that will receive the items
5. Click Next
6. From the product library, select the products to transfer
7. Once products are added, you can:
   • Update the Order Date (default is the current date)
   • Review or edit sending and receiving locations.
   • Add a Transfer Order (TO) Number
   • Review products, including SKU, UPC, and current stock.
   • Update the Cost field (defaults to the inventory cost)
   • Enter the Sending Quantity for each product (default is 0)
   • View the Subtotal of the transfer order
   • Remove any item using the trash icon if needed
8. Click Submit Transfer Order

Check In  / Receive a Transfer 

1. Once the transfer order is submitted, the receiving location can confirm receipt of items by selecting Check In Order
   
2. Review all transferred products, including SKU, UPC, cost, and quantities
   
3. Confirm the origin location and select which inventory to add the products to
   
4. Enter quantities for damaged or defective items if applicable
   
5. Add receiver notes as needed
   
6. Review the subtotal of the transfer order
   
7. To receive all items at once, click Receive All
   
8. Click Complete Check-In to confirm receipt
9. The products will be added to the inventory at the receiving location, and all changes will be recorded in the Inventory Adjustment Report.

   
   

Transfer Order Page Statuses

Transfer Order Status Summary

Related Articles:

• Transferring Products Between Locations
• Adding Products Manually to Inventory
• Importing Products