When you create a transfer, the inventory On Hand is decreased from the source warehouse, and the destination warehouse has the on-order increased. Once received, a transfer moves the on-order to on-hand at the destination warehouse. To work, "Track On Order Inventory?" needs to be enabled.

Please note: This warehouse transfer differs from the transfer function on the Inventory Management level (found by navigating to the individual wine page and clicking the manage button next to the inventory section). That transfer is internal and makes an immediate deduction/increment of on-hand on both warehouses, and there is NO receiving / on-order flow at all. Furthermore, it also requires both inventory records to exist.

To create a new transfer:

  1. Navigate to the Wines tab.
  2. On the left-hand side, under Warehouse Transfers, click on Transfers.
  3. On the left-hand side, under Actions, click on New Transfer.
  4.  Select the date, source Warehouse, destination warehouse, wines, and quantity.
    • Deduct Inventory on Save? - If this option is checked, then on save, the inventory is deducted from Source: On Hand and moved to Destination: On Order. Not checking this option can allow you to build up a transfer and only manually manipulate inventory when you are ready.
    • Source and Destination Bin locations will pre-populate if included at the inventory level
  5. Click the blue Save button.

To edit a transfer:

Please note: An open transfer's quantity can be edited, but the destination warehouse cannot be altered

  1. Click the transfer number of the desired warehouse transfer.
  2. On the left-hand side, under Info, click Edit.
  3. You can adjust the quantity of wines on the transfer, remove line items, or add line items.
  4. Click the blue Save button.

To receive a transfer:

  1. Click the transfer number of the desired warehouse transfer.
  2. Under Status Change, click on the green Receive button.