Transfer inventory between multiple warehouses without losing track of your inventory.
Start URL: inventoryy.com/inventory-management/warehouses/transfers
Transfers tab represents each transfer that has been made between warehouses
Date
Date column represents the date that each transfer order was created
Transfer Order
Transfer Order column represents the given name of each transfer order (Hyperlink)
By clicking on the hyperlink, it will take you to the details page of the transfer order
Source
Source column represents which warehouse that the products on each transfer order came from
Destination
Destination column represents which warehouse that the products on each transfer order were sent
Total Units
Total Units column represents the total amount of units that were transferred for each transfer order
Status
Status column represents the current status of each transfer
If the transfer has not yet been received, the Status column will display as “Open”
If the transfer has been received, the Status column will display as “Closed”
To change the status from “Open” to “Closed”, click on the hyperlink of the transfer order and click the red “Transfer Received” button on the bottom of the transfer order
To change the status from “Closed” to “Open”, click on the hyperlink of the transfer order and click the red “Reopen Transfer” button on the bottom of the transfer order
Create A Transfer
Click on "Transfer" to create a new warehouse transfer order
Date
Date column represents the date that each transfer order was created
Transfer Order
Transfer Order column represents the given name of each transfer order (Hyperlink)
By clicking on the hyperlink, it will take you to the details page of the transfer order
Source
Source column represents which warehouse the products on each transfer order came from
Source Location
Source Location column represents which location the products on each transfer order came from
Destination
Destination column represents which warehouse the products on each transfer order were sent
Destination Location
Destination Location column represents which location the products on each transfer order were sent
Courier and Tracking Number
A courier and tracking number can be added to each transfer order.
Courier and Tracking Number are on the top right corner of the page when creating or viewing a transfer order
Bulk Upload
Bulk Upload is available when creating or editing a transfer order.
Bulk import multiple products by SKU or Unique Identifier
Scan barcodes or input SKU numbers to quickly add products to a transfer order
Warehouse
Warehouse column represents which warehouse the products are being transferred from
Location
Location column represents which location the products are being transferred from
SKU
SKU column represents the given SKU that separates the products by Unique Identifier, Brand, Model and Condition
If there are multiple products with the same Unique Identifier, Brand, Model and Condition, then they will have the same SKU.
By selecting a SKU when adding products to the transfer order, it will auto-populate the Brand, Model, Condition and Unique Identifier.
Brand
Brand column represents the name of the company that makes each product (ex. Apple)
Model
Model column represents the given name of each product (ex. iPhone 8)
Condition
Condition column represents the current condition of each product (ex. New, Used, Damaged)
Notes
Notes column represents any customized notes that were given for each product when it was added to the Inventoryy “Products” page.
This could include features, functionality, etc. (ex. A damaged iPhone could be specified as “cracked glass” in the notes column)
Unique Identifier
Unique Identifier column represents a way to universally identify the product
This could include, but is not limited to: UPC, IMEI, ESN, etc.
Quantity
Quantity column represents the number of units in the transfer
Enter the quantity of units that you wish to transfer
Cost Per Unit
Cost Per Unit column represents the average cost per unit for each product that is being transferred
Cost Per Unit is auto-populated when a quantity is selected
Notes
Notes section (bottom left) represents any notes for the transfer order
Add any additional notes that you wish to mention for this transfer order
Download
Click the download button and the transfer order will display as a PDF
You will have the option to either download or print the transfer order
Save Draft
Click the Save Draft button to save the transfer order as a draft
You cannot save the transfer order as a draft until at least one product’s SKU, Brand, Model, Condition and Quantity have been entered
Transfer
Click the Transfer button to create the transfer
Receive Transfer
After creating a transfer, view the status of a transfer under the Warehouse tab.
Transfers with an Open status are considered "In Transit"
To complete a transfer, click the Transfer Order hyperlink to receive the transfer.
In the transfer order, click "Transfer Received" to complete the transfer.
Transfers with a Closed status are considered "Complete"
Reopen A Transfer
To reopen a closed transfer, click the Transfer Order hyperlink to review the order.
Click "Reopen Transfer" to make edits to the transfer order.