Transferring Inventory

If you have multiple locations, you'll sometimes need to move inventory from one place to another. Peasy has two tools for this:

• The Transfer page — Stage a multi-item move and submit it as a transfer order so you can track Sent/Received status, carrier, and ETA.
• The inline Transfer action on an item's detail panel — An immediate, single-item move when the physical transfer is already done and you just need to update the numbers.

How to Transfer Items

1. Go to Inventory > Transfer in the sidebar.
2. Select the destination — Use the location dropdown at the top to choose where you're sending items to.
3. Find the item you want to transfer. The table shows:
   • Inventory — How much is already at the destination
   • Elsewhere — How much is available at all other locations
4. Click into the Transfer qty column on the item's row.
5. A panel opens on the right. Enter the quantity you want to move and choose the unit that makes sense for the item.
6. Repeat for any other items you want to include.
7. Click Submit Transfer Orders at the bottom to create transfer orders from everything you've queued.

Inline Transfer for a Single Item

If you only need to move one item and don't need formal shipping tracking, you can record the move directly from the item detail panel:

1. Go to Inventory > All Items and click an item to open its detail panel.
2. Expand the location row you want to transfer into or out of.
3. In the inline adjustment form, click the action badge and pick Transfer.
4. Click the transfer icon to open the direction picker. Choose From or To and select the other location.
5. Enter the quantity and click Submit.

If you try to transfer more than the source location has on hand, Peasy asks whether you want to transfer only what's available or continue anyway and let the source go negative.

How this is different from the Transfer page: The inline action moves stock immediately — there's no Draft/Sent/Received status and no transfer order is created. In Inventory History the move appears as a paired Deduct at the source and Add at the destination, not as Transfer In / Transfer Out. Use the Transfer page when you want a formal record with shipping details; use the inline action when the items have already moved and you just need the counts to match.

This option only appears on items that have at least one other location.

The Pending Transfers Panel

When you click Transfer on an item, the right side of the screen shows your pending transfers. This is like a shopping cart for transfers:

• Pending tab — Shows all items you've queued up, grouped by source and destination
• Item tab — Edit the quantity for one item across all eligible source locations

Pending transfers are saved automatically, so you won't lose them if you navigate away or close the page. Come back anytime to finish or adjust before submitting the transfer orders.

After You Submit

Peasy creates transfer orders grouped by source and destination. Use Inventory > Transfer Orders to track the transfer, update details like ETA or shipping information, and receive the items when they arrive.

How Sales Orders and Work Orders Tie to Locations

Transfers aren't the only thing that touches multiple locations. Sales orders and work orders are both tied to a specific location, and that's where their inventory effects land:

• Sales orders have a Ship From location. When you fulfill the order, Peasy deducts inventory from that location. If you have a default ship-from set on the customer record, new orders pre-fill from there. See Managing Customers.
• Work orders have a Location (where production happens) and an Output Location (where finished goods land — defaults to the production location). When you complete the work order, raw materials deduct at the production location and finished goods are added at the output location. See Managing Work Orders.

If a deduction isn't where you expect, the most common cause is the order or work order is tied to a different location than the one you're filtering on. Use Inventory History to see exactly which location each transaction touched.

Common Questions

What's the difference between a transfer and an adjustment? A transfer moves stock from one location to another — your total inventory stays the same. An adjustment changes your total on-hand quantity at a single location, usually to correct a discrepancy found during counting.

What's the difference between the Transfer page and Transfer Orders? The Transfer page is where you stage and submit transfers quickly. When you click Submit, Peasy creates transfer orders grouped by source and destination. The Transfer Orders page is where you review those transfers, add shipping details, and update their status as they move from created to sent to received.

How do I fix a transfer if I submitted the wrong quantity? Open Transfer Orders to review the transfer and update it if it has not progressed too far. If the transfer has already been completed, create a correcting transfer or inventory adjustment so the history stays accurate.

Can I transfer items between locations in different units? Peasy handles the item's configured unit conversions behind the scenes, so transfer quantities stay aligned with the inventory math already set up on the item.

Good to Know

• You need at least two locations to use transfers. If you only have one location, this page won't be useful until you add another.
• The Elsewhere column is helpful — it shows how much of each item exists outside the destination, so you know what's available to move.
• Submitting from the Transfer page creates transfer orders in Peasy. From there, use Transfer Orders to manage ETA, shipping details, and status changes.
• Submitted transfers affect pending inventory and availability. Transfer history is recorded as the order moves through later statuses.

Related

• Transfer Orders — For formal transfers with shipping details
• Locations — Add more locations
• Inventory History — See all transfer records