On the Status page, you can check the inventory levels across all your Locations and Warehouses. In this guide, learn how to create a Transfer that auto-populates the quantities needed of each Stock Item to bring the quantity up to a par level that you set for each item.
- Inventory Status Page
- Bring Stock Items to Par at a Location
- Bring Entire Single Location or Multiple Locations to Par
Inventory Status Page
Navigate to Inventory > Status to view the Status of your Inventory at all Locations.
Click on a Location to see a list of every Stock Item you currently have at this location.
Click here to read How to Use the Inventory Status Page.
Bring Stock Items to Par at a Location
1. To adjust the inventory levels of a single Location click on the name of the Location.
2. All Stock Items attached to that Location with their par levels are listed in alphabetical order.
3. Check the boxes on the left side of each item you want to bring to par.
4. Click Actions and click Bring to Par.
5. Select the Source Location from the drop-down. In this example, we will use Warehouse 1.
- Percentage of Par will bring an item to the percentage typed. If the percentage of par is set to 50% then anything selected below 50% will be brought up to that amount relative to its par. In this example, we will be bringing the items to 100% of par.
6. Click Create Transfer. This automatically brings you to the Transfers page.
7. The Source, Destination, and Date fields will be filled out automatically as well as any items selected on the previous screen.
8. Check for one of the following:
- A Green mark that indicates the stock item can be brought to par with the available inventory at the Source Location.
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A Red mark indicates that there is not enough of the stock item in the Source Destination to bring the item to par.
- Note: If your Source Destination does not have sufficient inventory to bring the stock item to par, make sure that your Purchase Orders are up to date.
9. Verify that your items have the correct information and then choose one of the following:
- Create Open Transfer: An Open Transfer is used when If you would like the receiving location to count and verify the items received and sign a printed transfer page. This will immediately remove the counts from the source location but will not add the counts to the destination location until you close the transfer.
- Create Closed Transfer: Creating a Closed Transfer will automatically remove the stock counts from the source location and add them to the destination. No verification is needed before counts are removed and added from each location. Typically, you will use this to reflect a transfer that you already completed in real life.
Bringing Entire Single Location or Multiple Locations to Par
You can create a Transfer for multiple Locations at the same time.
1. Click the checkbox to the left of the location(s) you would like to bring to par.
2. Click Actions and click Bring to Par.
3. Note one of the following:
- A green confirmation message if the transfer is successful.
- A yellow error message if for some reason it is unsuccessful.
Note: To avoid this error, be sure to add a Warehouse as the Default Transfer Source to your locations under POS Manager > Locations.
If you've added a Warehouse as the Default Transfer Source and you are still unable to bring one or multiple locations to par, then check your transfer requests. If you have a large transfer request queue, delete the existing historical transfer requests to clear the queue. Then attempt the transfer request again.
Note: This error indicates that the Stock Item does not exist at the source location. This means the Stock Item was never purchased into the Warehouse. Before you can bring that item to par, you must receive it into the Warehouse that is sourcing the transfer request.
4. Navigate to Inventory > Transfers to finalize the created requests.
5. Click Transfer Requests to bring up any pending transfer requests.
6. Do the following:
- Click the Bring to Par button to complete the transfer OR delete the transfer request should you no longer want to complete this transfer. If you are moving forward with the transfer, continue to step 2.
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Select one of the following:
- Create Open Transfer: An Open Transfer is used when If you would like the receiving location to count and verify the items received and sign a printed transfer page. This will immediately remove the counts from the source location but will not add the counts to the destination location until you close the transfer.- Create Closed Transfer: Creating a Closed Transfer will automatically remove the stock counts from the source location and add them to the destination. No verification is needed before counts are removed and added from each location. Typically, you will use this to reflect a transfer that you already completed in real life.
Note: Green indicates stock item can be brought to par from the source location.Red indicates a shortage of product available to transfer at the source.
If you have a shortage of product in your warehouse, you may want to create an open transfer, print the transfer, and then use it as a list of items you need to purchase. - Navigate to the Transfers page to either print, edit, close, or undo the transfer. For more information on these actions, see Inventory Transfers.