How to do a Store Inventory Transfer

This article provides step-by-step instructions for managing inventory transfers between stores. For example, transferring products from the Angelic Relics store to the Colorado store. This guide aims to ensure a smooth inventory transfer process.

For a video guide, refer to: https://www.youtube.com/watch?v=cQVpcDArHcE

Procedure

1. Access the Inventory Transfer Module

• Open the left Navigation Menu.

• Click the Store menu to expand options.

• Select the Inventory Transfer Module.
  
  
  
  

2. Navigate to Transfers Tab

• Go to the Transfers tab to view all incoming and outgoing transfers for your stores.

• Make sure the Completed Transfers slider is on to display all transfers.

3. Create a Store Transfer

1. Click Create Transfer.
   
   
   
   

2. Complete the following details:
   
   

• Transfer Short Description: Enter the name of the transfer (e.g., Ches INV Transfer Test).

• Transfer To: Select the receiving store (e.g., Colorado).

• Transfer Inventory Option:

  • Instant Transfer (Auto Receive): Items are automatically received.

  • Requires Receive: Items must be manually marked as received.

  • For this example, select “Instant Transfer (Auto Receive)”.

• Reason for Transfer: Options include Inventory Redistribution, Store Sale, Sale Opportunity, or Other. Choose Inventory Redistribution for this example.

• Requested by: Enter the requester’s name (e.g., John Smith).

3. Click Next.

4. Adding Products to Transfer

• Choose items for transfer:

  • You can manually select items from the list or use the Select from Excel or CSV button to upload items.

  • Click Create New to add a new product option, keeping you on the Inventory Transfer page.

  • Barcode scanning is available as an option for item selection.

• Use the search box to find items by name, SKU, or other criteria (e.g., use “Chester” to find products).

• Once items are selected, click Next.
  
   

5. Review Transfer Details

• Optionally add an additional description.

• Double-check all information to ensure accuracy.

• Click Next.
  
   

6. Finalizing the Transfer

• Configure Manifest:

• In the manifest section, choose how it will be generated: 

  • By default, one manifest is created. 

• Click Generate Manifest By Cost  button to split manifests
  
  

• To split the manifest, enter your desired wholesale amount you want to split. For example $5000
  
  

• Now, the manifestation has been split into 7 based on the amount that was given.
  
   
  
  
  

7. Complete the Transfer

1. Click Complete to finalize the transfer.
   
   

2. If shipping, click Configure Shipment and refer to the Shipment Guide for details on the shipping process.

Receiving the Transfer

1. Change Location

• Go to the top left and click on the Store Name.
  
  

• Switch to the receiving store location (e.g., Colorado Store).
  
   
  
  
  

2. Access Transfer Receives Tab & Start Receiving Process

• Go to the Transfer Receives tab. 

• Click Receive Store Transfer.
  
   

3. Fill out the Necessary Receive Details

• Received Short Description: Enter a name for the receive process (e.g., Chester Transfer Receive).

• Receive From: Choose the sending store location (e.g., Angelic Relics).

• Click Next. 

4. Mark Items as Received

• The system displays items available to mark as received.

• Use the methods described above to select items.

• Click Next.
  
   

5. Finalize Receiving

• Click Complete to finish the receiving process.

• You can view and download the “Transfer MR PDF” for records.
  
   
  
  

Troubleshooting

If you encounter any issues while trying to use the Performing a Store Inventory Transfer, please reach out to  Flawless POS customer support for technical assistance.