This guide walks through moving inventory between locations, from choosing a destination to receiving the completed transfer order. Each step has a Show me button that points to the matching control in Peasy.
You need at least two active locations to use transfers. The first four steps are on the Transfer page; the last step is on the Transfer Orders page.
How to Get There
Open Inventory > Transfer to begin.
The tour
1. Choose the destination
Select the location where the inventory is going.
2. Find an item
Search for the item you want to move, hover over its name, and click Transfer.
3. Choose the source and quantity
Your transfer-to location and its inventory are at the top of the panel. Below are the possible transfer-from locations and their inventory. Enter a quantity to initiate a pending transfer.
4. Submit the transfer
Click Submit & view order to create and review the transfer order.
5. Review and receive the order
Use the table's Status column to receive the full order. To receive one item instead, open the order and use the item's status badge in the right-hand panel. Until receipt, inventory is a pending deduction at the source and a pending addition at the destination. Receiving completes those transactions and updates actual inventory.
Good to Know
- Peasy groups submitted transfers by source and destination.
- You can receive a whole order from the table or individual items from the detail panel.
- The guide remains available on both the Transfer and Transfer Orders pages.