Transfers can be processed from two places in Connect:
- Live Inventory
How to Create a Transfer
A transfer can be created from the Transfers tab (seen above highlighted in red) with the following steps:
- In Connect, click the 'Inventory' button on the left side menu and then select 'Transfers.'
- Click 'Quick Transfer' in the top right corner.
- Select the Origin of the transfer and the Destination. Transfers can be completed between warehouse and vendor, vendor and vendor, or warehouse and warehouse.
- Indicate the transfer status (Completed or Planned).
- If Planned is selected, choose the Event the transfer should be associated with or enter the 'Created Date' and 'Expected Delivery Date.'
- Click 'Continue.'
- Select 'Add Items' which will display a list of items that can be added to the transfer. You will need to set a quantity for the item that you would like to add to the transfer. After updating the quantity, click on the item and it will add it to the transfer.
- Enter a quantity for the amount of each item that will be transferred.
- Select either 'Print & Confirm' or 'Confirm' to process the transfer.
- Once the transfer is completed, it will appear on the list under the 'Transfers' tab.
- Only items that are assigned to both the origin and destination location will be listed to add to the transfer.
- Transfers must be edited within 24 hours of being moved to 'complete' in Connect. After 24 hours, they can no longer be edited, but may be canceled/deleted.