Feature Overview: Inventory Transfers

Feature Overview: Inventory Transfers

Inventory transfers move stock between Yellow Dog locations. Use transfers to centralize distribution, rebalance inventory, or correct stock levels between stores.



All Clients that have multiple stores that wish to move product between locations 


  1. There must be multiple stores in Yellow Dog
  2. Permission to view and edit transfers.
  3. Items must be available to both the issuing (From) and accepting (To) locations and must not be transfer-blocked.

  1. Convert requests, receipts, or invoices into transfers, or create transfers as standalone documents.
  2. Restrict users from transferring product to stores they do not have access to – this is a system wide setting
  3. Prevent users from issuing transfers that would create negative on-hand quantities (controlled by permissions).
  4. Control whether users can issue and/or accept transfers by permission.
  5. Block specific sizes from transfers (for example, allow only cases and block individual units) on the item’s Size behaviors tab.
  6. Set transfer minimums and transfer multipliers on the Size behaviors tab.
  7. Record damaged quantities during transfer and post them to the issuing location’s shortage account.
  8. Create a reverse transfer to return items sent in error.
  9. By default, issued inventory leaves the From store and remains in transit (it does not appear in either store’s on-hand quantities) until the To store accepts it. If you prefer inventory to remain in the From store until acceptance, contact your implementation guide or support.
  10. Issue and accept transfers in YDMobile.

Create or convert a transfer
Convert an existing document
  1. Right-click the Request, Receipt, or Invoice.
  2. Choose Convert To > Transfer.
    1. The original store becomes the issuing (From) store.
Create a standalone transfer
  1. Go to Purchasing > Transfers and choose Create New Transfer.
  2. Select the issuing (From) store, then the receiving (To) store.
Common steps for all transfers
  1. Add items
    1. Use Add Items From to add based on PAR levels, sales, an item list, or a session.
    2. Or choose Add Items to open the item lookup screen. Only items available to both stores and not transfer-blocked appear.
  2. Enter or adjust quantities.
  3. (Optional) Set a Need By date or Expected Arrival.
  4. Select Issue Transfer.
    1. If you have permission to accept transfers, you can accept it immediately.
  1. Use Size behaviors to enforce how items move between locations (minimums, multipliers, and size blocking).
  2. If items are damaged in transit, reduce the damaged quantity on the transfer and post it to the issuing location’s shortage account.
  3. Use reverse transfers to return incorrectly issued stock.
 


    • Related Articles

    • How do I navigate the Purchasing Module?

      Purchasing The Purchasing section of Yellow Dog Inventory enables users to handle every aspect of the “Purchasing Flow.” Each purchasing screen has filters at the top. The main filters are for Store, Vendor, Status, Committed Date Ranges and the ...

    • How to Review & Edit Transfers

      Does your organization utilize transfers? This document will cover reviewing transfer reporting and adjusting transfer quantities as needed. Reviewing Transfers in Reporting 1. From within Yellow Dog navigate to Standard Reports under Reports 2. From ...

    • How do I create an Inventory Request?

      This video will demonstrate how to create an Inventory Request Inventory Requests Inventory Requests are most commonly utilized by users that do not have permission to create Purchase Orders. However, this is not always the case and they can be used ...

    • Tips & Tricks: Can I create a PO from the Inventory Items Screen?

      Tip: By highlighting multiple items at once from the Inventory Items screen, and right clicking on the selected section, you can perform a wide variety of updates to a group items. Trick: 1. Select multiple items by the same vendor by holding down ...

    • How To: Fill to Par in Purchasing Documents

      Being able to fill to par in purchasing documents ensures that stock levels are automatically calculated to meet the desired inventory thresholds, saving time on manual entry. It also helps prevent under- or over-ordering, supporting accurate ...

    • Popular Articles

    • How To: Find Your Yellow Dog Inventory Version

      Understanding which version of Yellow Dog Inventory you're using is essential when exploring new features, as some enhancements and functionalities are specific to certain versions. All client types can benefit from knowing their Yellow Dog Inventory ...

    • How do I use Par & Re-Order Points?

      What is a Reorder Point? The minimum quantity you would like inventory of the item to be before ordering more. Items must go below this level to trigger reorder. Items set to 0 will not reorder until you go into negative stock. This is not ...

    • Tips & Tricks: How do I download and install drivers for my Zebra Printer?

      **As a note: Admin rights will be required to complete this task. If you do not have admin rights on your PC, please contact your IT for assistance** ZD410 Desktop Printer Support Site 1. Navigate to Drivers: 2. Select Zdesigner V. 5 Driver for ...

    • How To: Swap the On-Hand/Parent Size (Edit Base Unit)

      When managing items with multiple sizes, it’s essential to configure them correctly. The on-hand/parent size should always represent the base unit or smallest measurement, while additional sizes should be created for purchasing or counting sizes. If ...

    • Food and Beverage Core Features User Manual

      The Food & Beverage Core Functions User Manual is your key to understanding the potential of Yellow Dog. Whether you're a first-time user or a seasoned pro, this detailed manual will help you understand how to best utilize your Yellow Dog Inventory ...