How to Create Live Inventory Transfers

Transfers can be processed from two places in Connect:

• Transfers
• Live Inventory

Live Inventory Transfers

A transfer can be created from the Live Inventory tab (seen above highlighted in red) with the following steps: 

1. In Connect, click the 'Inventory' button on the left side menu and then select 'Live Inventory.'
2. Click 'Create Transfer'. 
   
   
   
3. Select the Origin of the transfer and the Destination. Transfers can be completed between warehouse and vendor, vendor and vendor, or warehouse and warehouse.
4. Indicate the transfer status (Completed or Planned).
   
5. If Planned is selected, choose the Event the transfer should be associated to or enter the 'Created Date' and 'Expected Delivery Date.'
   
6. Click 'Continue.'
7. 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. 
   
   
8. Enter a quantity for the amount of each item that will be transferred. 
   
9. Select either 'Print & Confirm' or 'Confirm' to process the transfer.
10. Once the transfer is completed, it will appear on the list under the 'Transfers' tab.

Notes: 

• 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.