Internal Transfers can be found in the Purchase Orders section of Shopventory and are very similar to external PO's. The Internal Transfers function is considered a part of Purchase Orders.
*Available on the Standard plan and above*
Create an Internal Transfer
Before a product can be transferred, it must be enabled at both the sending and receiving location, and have a positive quantity in stock to move.
Then, simply visit the Purchase Orders section of Shopventory and select the Internal Transfers option at the top of the page:
Click on the Create Transfer button to get started!
Select the sending and receiving locations:
Then select the variants you'd like to transfer and enter the quantities (Bundles should NOT be transferred between locations):
Users on Professional and Elite plans will also see the option to automatically add products that are below PAR at the receiving location. Learn more
Be sure to leave any helpful notes at the bottom!
As soon as a transfer is created, variant quantities will be deducted from the sending location.
NOTE: Once an Internal Transfer is created, it can no longer be edited. You can always save a draft if there's any possibility the information may change later on.
Receiving an Internal Transfer
To open an existing transfer, simply click on the transfer number:
Simply click on the Receive Inventory button to receive quantities to the receiving location:
Once you have entered the quantities, you can save and adjust to update the inventory.
Cancel an Internal Transfer
Transfers can be canceled by using the Cancel Transfer option.
You'll have the option to return products back to the sending location or mark them as lost in transit.
Download a Transfer
- To export your internal transfer to a PDF or CSV file, simply click the gear wheel in the top right corner and choose which file type you'd like:
Things to Remember:
- Products that are in transit will appear on the In-Transit Report
- Each Internal Transfer will show all products that were transferred in a given order.
- Individual products will still have their individual Inventory History updated.
- All updates and changes will have user identities logged.
Let us know if you have questions. We are here to help!