The Transfers and Receiving pages work together to send inventory items to your configured warehouses. One party uses the Transfers page to send the inventory, and the the other marks it received in the Receiving page.
What We’ll Cover
If you have multiple warehouses configured, you can transfer inventory between them using the Transfers page within Corporate Office.
Quickly print, pick, edit, and ship your transfers directly from this page.
Finding the Page
In Corporate Office, navigate to: Inventory > Transfers.
Creating a Transfer Request
Click the + New Transfer button.
You are navigated to the Transfer page.
In the Transfer page, click the From dropdown and select the warehouse from which the inventory will originate.
Click the To dropdown and select the transfer destination.
Enter the Shipping Method name.
In the Notes text area, enter any details necessary for the receiving party.
Adding Inventory Items to the Transfer
Click the Add Item button to add inventory items to transfer.
The Add Item pop-up window opens.
In the pop-up, click the Item dropdown and select an inventory item.
Enter the item Quantity (Qty).
Enter the price to charge for each.
The number entered will be multiplied by the quantity.
Click Save changes to add the item.
Adding Additional Details to the Request
Back in the Transfer page, enter the Shipping Cost for the transfer.
Enter the MF Number and BA Number, if applicable.
This is relevant for importing/exporting transfers.
Click Save Changes when finished.
You are navigated back to the Transfers page where you new transfer is sorted in the Transfers List.
From this list, you can Print the invoice, Edit the details, and mark the transfer as Shipped.
The Receiving page is a simple page that allows you to receive returned or transferred inventory once they arrive to a warehouse.
Finding the Page
In Corporate Office, navigate to: Inventory > Receiving.
Receiving Inventory Shipments
In the Receiving List, click the Receive button in the shipment that has been receiving. This takes you to the Receive Inventory page where you can view the details of the shipment.
- Enter the Qty Received and any Qty Damaged in the shipment.
- Enter any Port Charges and select the Currency.
- Click Process Receiving once finished to complete the process.