How to Transfer Inventory from One Location to Another

Steps to Transfer Inventory:

1. Access Transfers & Adjustments
   • From the left-hand menu, select INVENTORY.
   • Then, click on TRANSFERS & ADJUSTMENTS.
2. Start a New Transfer or Adjustment
   • On the right-hand side, click the + TRANSFER / ADJUSTMENT button.
3. Choose Transfer or Adjustment in the Pop-Up
   • After clicking the button, a pop-up window will appear.
   • In the top-left menu of the pop-up, choose the appropriate option:
     • Transfer: If you’re moving inventory between locations.
     • Adjustment: If you’re making changes to inventory counts (e.g., for stock discrepancies or corrections).
4. Choose Locations
   • Source: Select the location where the inventory is currently stored.
   • Destination: Select the location where the inventory is being transferred to.
5. Select Items to Transfer
   • Use the Product Line dropdown menu to choose the category of the product you want to transfer.
   • Use the Product Search to find the specific item.
   • Once found, click ADD ITEM to include it in the transfer list.
   • Repeat this process to add multiple items to the transfer.
6. Finalize and Save the Transfer
   • Once all items are added, locations are set, and the transfer is ready, click SAVE at the bottom of the pop-up to complete the process.