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.


Purchasing > Transfers



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.
 


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