Hospitality: 800-683-2778 | Retail: 877-809-9980

Quick Transfers

A Quick Transfer is a one step process to move inventory from one inventory location to another.

Use cases for Quick Transfers:

Moving inventory to Sales Floor from Storage location
Moving inventory from one store to another without shipping items through a third party shipping company
Sharing received goods between multiple locations if not using the Allocated PO process

If you need to validate that all items and quantities arrive at the second location, it is better to use the Full Transfer Out and Transfer In Process.

Entering Quick Transfers

Select Inventory → Quick Transfers → Quick Transfers Enter

Enter, scan, or look up the Item number
Enter or look up the From location
Enter or look up the To location
Enter the Transaction date, press Enter or Tab
Enter the Quantity to be transferred

(Optional) Enter a Reference

Posting Quick Transfers

Quick Transfers can either be posted individually or as a multi-item batch.

Posting Single Quick Transfer

Click Post

Click Yes

Posting Multiple Quick Transfers as a Batch

Click Save
Create and save other Quick Transfers
Close the Quick Transfers window
Select Quick Transfer Edit List (Inventory → Quick Transfers → Quick Transfers Edit List)

Click Preview
Review the Quick Transfers that would be posted

(Optional) Edit or delete Quick Transfers
Select Inventory → Quick Transfers → Quick Transfers Post
Click Yes

The Transfers are processed. Click OK

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