Adding or Importing Items to Transfer Orders

Add the required inventory items to any transfer order of choice with just a few clicks.

1. Click Inventory on the side menu.

2. Click Transfer Orders.

4. Scroll down to the Items and click Add Items.

5. A pop-up window will open where you can select the items you want to include in this transfer.

6. You can select your items by their tags by clicking the Select by Tags? Button (Click here to learn how to create inventory item tag).

Remark: You cannot select tags for your items if you haven't previously created specific tags for them.

7. Click Edit Quantities to enter the desired transfer quantity.

Alternatively, users have the option to import the items to transfer orders instead of adding them one by one from the system.

1. Click Inventory on the side menu.

2. Click Transfer Orders.

3. Select the transaction from the list.

4. Scroll down to the Items and click "Import Items".

5. A pop-up window will open with the option to Download Template.

6. Click Download Template.

A CSV file will be downloaded to your computer with the following columns to be filled:

• SKU: a unique code for the purchasing transaction.
• Storage_quantity: Identify the amount of items you currently have in stock.
• Ingredients_quantity: Identify the amount of ingredients you are sending to the branch or warehouse.

7. Once the file is filled go to step number 4.

8. Upload the file.

9. Click Save.

In case there was some missing data or errors in the CSV file format, the system will indicate that to the user to fill the gaps or correct the errors.

Once the items have been added to the transfer order, submit the transfer order for review. (Click here to learn how to submit a Transfer Order)