Introduction to Transfers

Transfers are a variation of shipments in our system, designed to keep inventory in check and allow for the possibility of returns. They are marked distinctly in the system for easy tracking and management.

How to Create a Transfer

Step 1: Accessing the Shipments Page

• Navigate to the Shipments page to begin the process of creating a transfer.

Step 2: Initiating Transfer Creation

• In the upper right corner of the Shipments page, click on the arrow near the “Add” button.

• Select the “Create Transfer” option from the dropdown menu.

Step 3: Filling in Transfer Details

• A new window will appear for creating the transfer.

• Please fill in the fields highlighted with a red star, as these are required.

Step 4: Assigning Items to Transfer

• After saving the transfer details, you can assign items to the transfer.

• Click on “Manage Items” and select the items for transfer.

Step 5: Transfer Completion and Tracking

• Once the transfer is created, it will appear in the Shipments list with a yellow label for easy identification.