On the Status page, you can check the inventory levels across all your locations and warehouses. In this guide, you will discover how to update multiple stock items in a location and how to create inventory transfers for multiple locations.
Table of Contents
To view your inventory status navigate to Inventory > Status on the navigation bar on left.
Adjust the Inventory levels of a Location
To adjust the inventory levels of a single location click on the name of the location.
You will see all stock items attached to that location with their par levels listed in alphabetical order.
Check the boxes on the left side of each item you want to bring to par.
Click the Actions button and choose the Bring to Par option.
Select the Source Location from the drop-down. In this example, we will use Warehouse 1.
Percentage of Par will bring an item to the percentage typed. If the percentage of par is set to 50% then anything selected below 50% will be brought up to that amount relative to its par. In this example, we will be bringing the items to 100% of par.
To continue click Create Transfer. We will automatically be brought to the Transfers page.
The Source, Destination, and Date fields will be filled out automatically as well as any items selected on the previous screen. To the left of the item, you will see either a Green mark that indicates the stock item can be brought to par with the available inventory. A Red mark indicates that there is not enough of the stock to bring the item to par.
Verify that your items have the correct information and the click Create Closed Transfer.
Bringing Multiple Locations to Par
You can create a transfer for multiple locations at the same time by checking the box to the left of the location.
Click on the Actions button and click the Bring to Par option. You will notice a green confirmation message in the top-right if the transfer is successful. If for some reason it is unsuccessful you will see a yellow error message.
Now that the transfers have been created we can navigate to the Transfers page to finalize them.
Navigate to Inventory > Transfers using the left side navigation bar.
In the top right corner click on the Transfer Request button to bring up any pending transfer requests.
You can either click the Bring to Par button and complete the transfer or Delete the transfer from here.