Inventory Transfers

Things to consider

● This feature is for Customers with Inventory already turned on.

● This is a feature flag - please reach out to your Customer

Success Manager to enable this feature for you.

TABLE OF CONTENTS

Enhanced Inventory Transfers [Feature Flag]

💡This feature is for customers with Inventory already turned on. If

Inventory is not on, reach out to your Customer Success Manager to

learn more.

Supported User Scenarios

1. As a Warehouse Manager, I want to initiate inventory transfers

quickly and accurately, so that I can balance stock levels across

multiple locations efficiently.

2. As a Store Manager, I want to request additional inventory from

other stores or warehouses, so that I can meet customer demand

without overstocking.

3. As an Inventory Clerk, I want to easily update inventory levels after

a transfer, so that the system accurately reflects current stock

levels.

4. As an Accountant, I want to view the cost details of transferred

inventory in the transaction log, so that I can accurately report on

inventory valuation and cost of goods sold.

5. As a Supply Chain Analyst, I want to access historical data on

inventory transfers, so that I can analyze trends and improve

future supply chain decisions.

Key Terms

Please refer to this article for the Inventory Glossary & Key Terms.

Inventory Transfers Workflow

When the inventory-transfers feature is enabled, you will see a new

‘Transfers’ page.

💡To access Transfers, hover over Operations → navigate to Transfers

Screenshot of Transfers Page

Creating a Transfer from Transfer Page

NOTE: The existing transfer workflow inside of a warehouse is also still

available.

To create a new transfer, click “Create Transfer” (upper right corner).

Specify the following required fields:

1. Select an item to transfer

● Item Name: search & select an inventory item you would like to

transfer

● Reason: Enter a reason for the transfer

2. Select the transfer source and destination

● Choose whether you are transferring available items between

warehouses, or between jobs / projects, or you are relieving

reserved items from a Job / Project back to free stock Warehouse.

○ When an item is transferred to a Job / Project, the item will

show the transferred quantity in the ‘Qty Reserved’ column

of a selected warehouse.

● Depending on the choice made, the system will show the

warehouse selector, or the job and warehouse selectors, or the

project and project phase and warehouse selectors.

3. Enter the quantity to transfer

● Specify the quantity of the selected item you would like to

transfer.

● The quantity must be greater than zero but less than available for

transferring from the source specified above.

When clicking Transfer Items, the dialog will successfully process the

transfer if all the conditions are met or throw an error informing you

what to correct.

When clicking Cancel or close, the dialogue will be closed without

processing the transfer.

Screenshot of new Transfer

FAQs

1. ⚠️What happens if I realized I made a mistake after clicking

‘Transfer Items’?⚠️

a. Create a new transfer to offset the mistake. There is no

option to delete, archive or edit a transferred item.

2. Can I export this table or create a custom report with this

information?

a. Both can be done. Click export on the Transfer table & utilize

the Inventory Transfers dataset for reports.

3. Can I still transfer items with the existing workflow when

inside of a warehouse?

a. Yes, but only free stock items are transferable directly from

the warehouse. Find the item inside of the desired

warehouse, click the (3) dots > transfer.

b. The ‘Transfer To’ section allows transferring both to a

warehouse as free stock as well as reserving items for a job /

project.

4. Where can I see what items are transferred / reserved for a Job

or Project?

a. This is not available yet. Stay tuned for a future release!