End user · Yellow Dog Inventory 2026
WHY IT'S IMPORTANT
Transfers move inventory items from one store to another. In YD Mobile, the sending store issues the transfer and the receiving store accepts it. Completing both halves keeps on-hand quantities accurate at both stores and creates a clear record of what moved between them.
PREREQUISITES
• YD Mobile installed and logged in to your Yellow Dog Inventory account
• Permission to issue transfers, accept transfers, or both
• Access to the stores you are transferring between
STEP BY STEP
Issue a transfer
1. From the Home screen, press Transfer Issuance.
2. Press the + icon at the top right to begin the transfer.
3. Press Open Transfer Details.
4. Under the Receiving Store header, press anywhere in the No Store Set field and select the store the items are being transferred to.
5. Enter the additional details as needed (see the field reference below), then swipe down to close the transfer details.
6. Swipe up on the bottom menu to see the Add Items From options, then select the method you want to use to add items:
a. Scanner — scan SKUs or UPCs to pull in items.
b. Item Lookup — search the list of items assigned to the store and select items to add.
c. Item Lists — pull in an existing item list.
d. Count Sheets — pull in an existing count sheet.
e. Items Below Reorder — pull in items below their reorder points.
7. Once items are added, set a quantity for each item using the + or − buttons, or press the quantity field to type a quantity.
8. Use Long Press to Commit to issue the transfer.
9. Press Ok on the pop-up confirming the transfer was successfully created.
10. If you have permission to accept transfers, choose whether to accept the transfer now (Yes, Accept Now) or issue it only (No, Commit Only).
Transfer details field reference
On the Editing Transfer Details panel, enter information in the fields below as needed:
• Issuing Store — the store sending the items. Set automatically from your selected store.
• Receiving Store — the store the items are being transferred to.
• Need By — the date the items are needed by.
• Description — a short description of the transfer.
• Notes — notes for the transfer.
Accept a transfer
Note: Transfers are accepted by the receiving store. If you are not currently set to the receiving store, switch to it from the Home screen before accepting. |
1. From the Home screen, press Transfer Acceptance.
2. Press the transfer you want to accept to open the Transfer Details.
3. Review the transfer details to verify you received the listed items and quantities.
4. Use Long Press to Accept to accept the transfer.
Caution: If items were damaged in transit, press the pencil icon to edit the transfer and use the − to update the quantity to what was actually received. If issued items or quantities were never sent, accept the transfer, then issue a new transfer to return the items to the sending store. |
RELATED ARTICLES
• How To: Create a Request in YD Mobile
• How To: Create Manual Adjustments in YD Mobile
Last reviewed: June 2026 · Applies to: Yellow Dog Inventory 2026