End user · Yellow Dog Inventory 2026
WHY IT'S IMPORTANT
Transfer Worksheets let users with a warehouse location quickly create transfers to additional locations, either based on requests or ad hoc. Working from a single worksheet, you can issue transfers to every receiving store at once instead of building them one at a time.
PREREQUISITES
• Permission to view and use Worksheets (if you cannot see Worksheets when logged in, see your onsite admin for additional permissions)
• A store configured to act as the warehouse (the From Store on the transfers)
• One or more receiving stores (the To Stores)
• If building from requests: one or more open requests for the items you want to transfer
STEP BY STEP
Create the worksheet
1. Go to Worksheets > Transfer and select Add.
2. Select Create New, then choose Next.
3. In the Transfer Wizard, fill out the worksheet details:
a. Description — the name of the document.
b. Extended Description — space for additional information about these transfers.
c. Warehouse Store — the store that will serve as the warehouse and appear as the From Store on the transfers.
d. Transfer Store — the stores that will receive the product (the To Stores).
e. Default Sorting — sort items by SKU, vendor, description, level, or your configured dimensions.
f. Exclude Items where the Warehouse on-hand is zero or less — excludes items with zero or less on hand. If the worksheet is based on requests, all items on the request are pulled in regardless of warehouse on hand.
4. If you will run these transfers regularly, select Save as Template to reuse this configuration later.
5. Select Next.
Choose requests or skip
1. If you are creating transfers based on requests, highlight the appropriate request(s) and choose Select this Record.
2. If you are creating transfers ad hoc, select Skip this Step.
Build and adjust the worksheet
The Transfer editor opens. The Transfer Number, From Store, To Store(s), and any Related Requests are populated from your selections.
1. Use Add to open the item lookup and add items, or Add Items From to pull items from other locations or documents.
2. Use Sort By to order items by SKU, vendor, description, level, or your configured dimensions.
3. Set transfer quantities. To populate quantities automatically from requests, select Fill Requests — the amount filled equals the Requested column multiplied by the Multiplier column.
4. Optionally select Set Multiplier to increase or decrease the quantity to transfer without changing the requested amount, then use Fill Requests again to update the Qty to Issue column.
5. Optionally set a Rounding Method if requested quantities are non-whole numbers.
Note: The warehouse will not fill a request when on-hand does not meet the requested quantity, unless the item is a Production Transfer Item. |
Commit the worksheet
1. Once all items are added and quantities are set, select Commit Worksheet.
2. Yellow Dog Inventory issues a transfer for each store selected. Depending on your system configuration, the transfers may also be accepted automatically.
3. After committing, Print Committed becomes available to print an itemized list of the items transferred and their quantities.
Note: A setting in System Setup > Options > Global controls whether transfers are automatically accepted when the worksheet is committed. |
Create a Transfer Worksheet from the Requests screen
If your organization primarily builds transfer worksheets from requests, you can start one directly from the Requests screen.
1. Go to Purchasing > Requests.
2. Highlight the request(s) you want to transfer.
3. Select Create Transfer Worksheet.
RELATED ARTICLES
• How To: Create a Replenishment Worksheet Based on PAR Levels
• How To: Create a Replenishment Worksheet Based on Sales
• Feature Overview: Inventory Transfers
Last reviewed: June 2026 · Applies to: Yellow Dog Inventory 2026