Inventory - Transfers

As we all know, in a company hierarchy, stores will always communicate with each other. One thing they do is transfer items to one another if one store is short on something that another store has a high amount of. Inventory, in it’s continued mission to make the frustrating process of tracking movement in a restaurant as easy as possible, allows users to do this by letting them both send and receive transfers.

Items that are transferred to and from a store will factor into both the on-hand counts and the suggested ordering for the store. Only Inventory items tied to categories configured to be transferred will be available for use.

Users will access the transfer page by clicking the transfer tab from the side navigation pane

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Viewing the transfers page from an above store level will display all of the transfers that apply to the stores in the node. At a store level, the transfers page will only display transfers that are pertinent to the store being viewed. In order to complete a transfer in or create a transfer out, users will need to be at the store level.

From the transfers page, users can change the date they are viewing using the date filter tool.

Creating a Transfer Out

To build a transfer out, click on the Add Transfer Out button from the transfers page.

From there you will be prompted to choose the store that you would like to transfer to. Once you have done so, click on Next.

The next window is where you will choose the items you would like to transfer. Only items that are tied to categories configured to be transferable will appear here. After choosing the items you would like to add click on Done.

You will be brought to the transfer detail page. Here the transferables you selected will display in a table. You can use the Unit column header to choose which unit you would like to transfer the item under and the QTY column to set how much of the item you are transferring.

If you would like to add a new item to the transfer, click on the Add Item button.

To remove an item from the transfer, click on the trashcan icon to the right of its name.

To complete the transfer, click on the Complete button.

If any of the amounts you specified for the items being transferred exceed their current on hand, modal will pop up asking you to confirm that you would like to complete the transfer.

After completing the transfer, it will appear on the transfer page for both locations being used in the transfer.

Once a transfer out has been completed, it cannot be deleted. However if the transfer is still in progress, it will have a trashcan icon to the right of it on the transfer landing page. Clicking on this trashcan icon will delete the transfer.

Accepting a Transfer In

After a transfer out has been made, it will be on the receiving store to complete the transfer. To do so, you will go to the transfer page and select the transfer you would like to receive.

The next page will display details behind the transfer. You will complete the transfer by clicking on the Complete button at the top right hand corner of the page.

A modal will ask you to confirm that you would like to complete the transfer. Click on ok.

Once the transfer is completed, it will appear with a green check mark for both parties on the transfers landing page.