Don't worry - in just 6 steps we will show you how to send items to another location with a transfer order.
1. Create Transfer Order.
a). Go to Inventory >> Transfer Inventory.
b). Click on the Create Transfer Order button at the top. It will take you to a screen where you can create a transfer order.
c). To import items via CSV file upload, please read this article for more information.
2. Add Transfer Order details.
Fill in the important information regarding the transfer order such as date of creating transfer order, shipping date, destination store, employee creating the transfer order, shipping charges, tracking ID, notes etc.
3. Add items to Transfer Order
a) Add an item to the transfer order by entering SKU or selecting the item from the drop down menu under the Item Name column.
b) Enter the quantity to be transferred in the Shipped Qty field, select the status of the transfer order and click on the "+" icon under the Action heading to add an item to the transfer order.
c) Once an item is added to a transfer order, you can see a delete icon for removing the item from the transfer order.
Note: while creating transfer order user cannot mark it cancel. it can only be canceled after you have saved the transfer order.
4. Send Items
To send items via a transfer order, change the status of the items to shipped and hit Save. Your transfer order has been created and items are waiting to be received at the destination location.
5. Receive Inventory
To receive the inventory which has been transferred to you, Go to Inventory>> Transfer Inventory>> Transfer In. Go to the transfer order with the status of waiting for items. Select the Action button and click on Update. Now choose the status as received. if you have received the items. Hit the Save button to confirm the completion on inventory transfer.
6. Print Transfer Order
You can print the transfer order by clicking on Action>> Print. You can also see the history of the transfer order by seeing the Admin History at the bottom.
As you can see, with RepairDesk transferring inventory has never been more easier. What are you waiting for? Give it a try!
Q. How to add multiple items in a transfer order?
A. You can do it through a .CSV file import. To know more, please click here.
Q. When can I sell items which are in a transfer order?
A. Until items in a transfer order are not received by the recipient store, you cannot sell these items. Once an item is marked as shipped, it goes to In-Transit Inventory and remain there until it is received by the recipient. Once an item is received, it can be sold then.
Q. How can I transfer low stock items from one store location to another?
A. The easiest method is to download low stock report and copy the relevant columns in a .CSV file and later import that file to create a transfer order. To download a low stock report go to inventory >> low stock report and click on CSV download button. Once the file is downloaded, match its columns with a sample .CSV import file for Transfer Order. Copy the data from low stock report for columns in the Transfer Inventory sample CSV file. Finally import this file in order to create a transfer order.
This will create a transfer order for all items with low stock.