Inventory Transfers are used to move Stock Items from one location to another. Usually, you will perform a transfer when moving stock items from your warehouse to a stand, or when replenishing a stand during an event.
Table of Contents
- View Pending Transfer Request
- Editing an Open Transfer
- Closing an Open Transfer
- Viewing a Closed Transfer
- Duplicating a Closed Transfer
- Printing a Transfer
- Undo a Transfer
View Pending Transfer Requests
If you have created a Transfer Request for multiple Locations from the Status page of the Inventory section in Bypass Manager, a Purchase Order was not created for the request just yet.
To create a Transfer Request for these pending items,
- Click the Transfer Requests button in the upper-right.
- Click the Bring to Par link to the right of the request previously submitted.
- The New Transfer page will be opened with fields and Stock Items from the previous transfer automatically filled in.
- Continue following the steps outlined in the article Performing Inventory Transfers to finish creating the Transfer.
For more information on creating Transfer Requests from the Inventory Status page, visit the Viewing Inventory Status by Location and Viewing Inventory Status by Stock Item articles.
Editing an Open Transfer
To edit the Open Transfer
- In the list of Inventory Transfers, click the Edit link to the right of the transfer.
- Update the Comments field with any additional notes if necessary.
- In the list of Stock Items, add or remove any missing Stock Items or update amounts Sent.
- Once all edits have been made, click the Update button to save the changes.
Closing an Open Transfer
When the Destination location has received the Transfer, they will need to perform counts on the received Stock Items and close the transfer with the received counts.
To update the counts and close the Transfer
- In the list of Inventory Transfers, click the Close link to the right of the transfer.
- If any comments need to be added to the transfer, enter them into the Comments field.
- Verify the items received and the amount. If quantities received need to be updated, enter the correct counts in the Received column in the items list at the bottom.
- Once all counts have been verified, click the Close Transfer button.
Viewing a Closed Transfer
If at any point you would like to view the details of a previous Transfer request, simply click the View link to the right of a Transfer in the Inventory Transfers list.
Duplicating a Closed Transfer
If you are transferring a common set of Stock Items to a location, you can save time by duplicating a previous Transfer request.
To duplicate a previous Transfer,
- In the list of Inventory Transfers, click the Duplicate link to the right of the transfer.
- The New Transfer page will be opened with fields and Stock Items from the previous transfer automatically filled in.
- Continue following the steps outlined in the article Performing Inventory Transfers to finish creating the Transfer.
Printing a Transfer
Having a printout of a Transfer request can be handy when performing counts on inventory being sent between locations.
To print a Transfer request,
- In the list of Inventory Transfers, click the Print link to the right of the transfer.
- A loading icon will appear to the right of the Transfer as a PDF document is generated.
- Once the document is generated, your system's Print dialog will appear to allow you to print the Transfer document.
Undo a Transfer
In some cases, a Transfer may not go as planned or an Open Transfer was closed prematurely. Bypass Manager gives you the option to Undo a Transfer.
When you perform an Undo on a Transfer, it will remove the counts added to the Destination location and return them to the Source location. In addition to this, the Transfer record will be deleted.
To undo a Transfer,
- In the list of Inventory Transfers, click the Duplicate link to the right of the transfer.
- In the confirmation dialog, click the Confirm button.