Creating a Transfer

***MANAGERS ONLY***

  • Select the down arrow next to Select Origin.
  • Start typing the name of the Supplier the order is from in the search box.
  • Select the supplier from the list.
  • Select the down arrow next to Select Destination
  • Select 2205 W Division Street from the list
  • Type the Invoice/Order number in the Reference Number field.
  • Enter the date the order is due to arrive (if you know it) in the Estimated Arrival field.
  • Enter the Tracking Number (if you know it) in the Tracking Number field.
  • Starting with the first item in the order, type the SKU or Item Name in the search field under Add Products.
  • Select the correct item(s) in the popup
  • Select Add to transfer at the bottom of the popup.
  • Adjust the quantities to reflect the amount ordered.
  • Click Save at the top of the page.
  • Repeat for each item in the order.
  • Subsequent items will have you click Update Inventory Transfer instead of Save.