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Inventory Transfers tool

This tool is part of the Advanced Inventory Control Add-on Module.

The Inventory Transfers tool was designed to help you make inventory adjustments to many items, instead of making the changes one-by-one. Inventory Transfers allows you to queue up a list of transfers, both Move and Shift transactions, in one list and make the adjustments all at once.

Common Uses of the Inventory Transfers Tool​

  1. A nursery that keeps a running list of adjustments throughout the week, then posts at the end of each week
  2. A nursery that produces material at different locations would use the inventory transfer tool when moving groups of items from one farm to another
  3. A nursery that creates a transfer list of needed adjustments, prints the transfer list for a crew member to take with them to the field, then posts the transfer after the adjustments are completed

Creating an Inventory Transfer​

  1. Navigate to Inventory Icon Inventory, then move transfer icon Inventory Transfers.
  2. Click New Task Icon New Transfer.
  3. Select a date and name/notes for the transfer, then click Add.
  4. The transfer will appear in the right pane, you can add items to the transfer one-by-one or several at a time or a combination.
    1. Adding items one-by-one
      1. At the top of the transfer choose an item to adjust in the FROM field.
      2. Make adjustments in the TO fields by tabbing through them and making the necessary changes.
      3. Click Add at the end of the TO row and the transfer will be added to the transfer below.
      4. You may then repeat this process to add more items one-by-one.
    2. Adding items several at a time
      1. Click the Add item icon Select Items button in the taskbar and choose to Select From Inventory or Select From Sales Order
      2. Use the search bars to find the correct items and check the box on the left of all items you wish to adjust.
      3. Click Add to Transfer List in the bottom of the right pane.
      4. Now click back to the “Transfer ID #” tab in the top of the right pane and see all the selected items in the transfer.
      5. Make adjustments in the TO columns for each item on the transfer.
  5. Review the changes in all of the “To” columns on the right side to be sure the changes are all correct for each item in the transfer.
  6. You may choose to print a transfer list or new labels/tags for the adjusted items by clicking print icon Print in the taskbar.
  7. Click post task icon Post Transfer when finished and all of the transactions will be completed in the system.

Tip: You can delete a transfer by selecting it in the left pane, then clicking delete task icon Delete Transfer in the taskbar.