How do I perform a store inventory transfer?

Modified on Tue, 7 Oct at 4:04 PM

  1. Open the left navigation menu and click on the Store menu to expand options.
  2. Select the Inventory Transfer module.
  3. Go to the Transfers tab to view all incoming and outgoing transfers for your stores.
  4. Click Create Transfer and complete the necessary details, such as transfer description, receiving store, transfer options, reason for transfer, and requester’s name.
  5. Add products to the transfer by manually selecting items, uploading from an Excel or CSV file, or using barcode scanning.
  6. Review the transfer details and configure the manifest as needed.
  7. Click Complete to finalize the transfer.
  8. To receive the transfer at the destination store, switch to the receiving store location, access the Transfer Receives tab, and follow the prompts to mark items as received.


As an alternative, you can now use a Handheld App to Scan and Transfer with RFID.


Related Article: How to Do a Store Inventory Transfer 

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