To use Internal Transfers, the products must be enabled at both the sending and receiving locations and have a positive quantity in stock at the sending location.

Access Internal Transfers (under Inventory) as shown here:

Click on the + button to create an Internal Transfer!

Select the sending and receiving locations. Once that information is on the transfer, you will have a few options for adding products.

Easily Draft an Internal Transfer while reviewing your products in the Bins View of your Catalog.

Done! Thrive will Draft your Internal Transfer.

Note: Only locations that have the items enabled will be selectable when choosing the receiving location.

If you're creating an Internal Transfer through the Internal Transfers page, after filling out the top section of the transfer (From and Ship To), you can start adding products!

There are three different ways to add products to your transfer:

How it works: Each scan will count as a +1 for that item. A successful scan will produce a pleasant chime sound from your computer.

If a product doesn't exist: Scan a product that does not yet exist in Thrive, and you'll see an error at the top of the screen, along with a not-so-pleasant noise. Add the product first!

Manual editing option: You can also manually edit the quantities as well. Remember to click off the quantity field when you start scanning again. This is important because the scanner pretends to be a keyboard in Thrive. Clicking on any blank white space in the Transfer will deselect any text fields and allow you to scan normally.

Auto-Add Products Below Reorder Point — This will only apply to products with reorder points set and are currently at or below their reorder point.

Smart warning feature: If you use this option and, in the process, the sending location goes below its reorder point, a warning will appear so you can take a closer look to make sure you are aware that you're shorting the other location. Or if you do short one of the locations, at least it's on your radar.

Click the blue "Add Products" button on the Internal Transfer screen to manually select products.

How it works:

Pro tip: If you want to add a large number of products from a particular category or vendor, be sure to press "Load All" to see everything at once.

Once you've added products, please don't hesitate to leave any helpful notes at the bottom of the transfer. Future you will appreciate the context!

Once you've added products, please don't hesitate to leave any helpful notes at the bottom of the transfer.

Create: As soon as a transfer is created, variant quantities are deducted from the sending location and can no longer be edited.

Save as Draft: Instead of officially "creating" the transfer, you can save it as a draft. That way, if there's any possibility the information will change later on, you can do so. Smart move for transfers that might change!

Time to accept inventory at the receiving location!

To open an existing transfer, click on the transfer number:

Click the "Receive Inventory" button to"receive quantities at the receiving location (as shown below). If there are any issues with the shipment or product received, the "Notes" section on the receiving screen is a great place to jot those down.

If you receive fewer than the quantities listed, the Internal Transfer will show as 'Partially Received' and remain open.

To receive the products, we have a few options to choose from:

Option 1: Receive All Quantities: Click the "Receive all quantities" option at the top right corner. This will populate the Receiving column with the quantities remaining to be added to the inventory. Once the button is clicked, make sure you click Done at the bottom of the screen.

Option 2: Scan to Receive (for customers on the Professional plan and above): Once the Receive Inventory button is clicked, scan, and each valid scan will add a +1 to the receiving total for the product.

Option 3: Manual input: Numbers for the receiving column can also be manually input using your cursor and keypad.

Once you've entered the quantities, click the "Save & Adjust Quantities" button to update the inventory.

About lot costs: If the quantities you received span multiple lots, those costs will be added and averaged to create a new lot for the receiving location.

Draft: Saved but not yet sent. Quantities haven't been deducted from the sending location. Edits can be made to the transfer.

Open: The Internal Transfer has been created. Quantities have been deducted from the sending location. Transfer can be received.

Overdue: The Internal Transfer is past due and has not been received yet.

Partially Received: If you receive fewer than the quantities listed, the Internal Transfer will show as 'Partially Received' and remain open for additional receiving.

Complete: Once all quantities are received, the transfer is marked as complete. You can also Force Complete a Transfer if no additional quantities will be received

Canceled: Transfer was canceled and no products will be received.

To view draft, open, partially received, overdue, complete (past), or canceled internal transfers, click the "Filters" button next to the search bar on the internal transfers page.

Check the box on the statuses you'd like to view and click "Apply Filters". You'll also have the option to filter the Ship-to Locations and by date last updated.

To export your internal transfer to a PDF or CSV file, simply click the gear wheel in the top right corner of the internal transfer and choose PDF or CSV. You'll also have the option to duplicate the transfer for repeat moves:

Under Settings (the wrench icon in the side navigation), you'll find options to help automate your workflow and make your transfers more official.

By adding addresses to each location, we can automatically fill in the From and Ship To addresses on your transfer once you select the locations.

How to add addresses:

This way, you no longer need to type them into the transfer manually.

By adding your business logo to Thrive, we'll automatically apply it to your transfers (and your POs and Invoices). Professional looking documents with zero extra effort!

To add your logo, go to your Company Info page and add your file, as shown here:

For companies that use the Auto-Add Products Below Reorder Point button, we have an additional customization option: the ability to automatically round quantities up or down to the nearest whole number based on the reorder points and targets you set.

This is perfect for companies that deal with many partial quantities and Bundles.

Rounding Options:

Take a look at those options on your Settings page (under Feature Settings) or by clicking the link below:

NOTE: The Setting selected will also apply to Purchase Orders.

Transfers can be canceled by using the Cancel Transfer option.

For transfers not yet received: Use the Cancel Transfer option to cancel the entire transfer.

For partially received transfers: If some (but not all) units from the Internal Transfer have been received, the transfer will be in "Partial" status. To cancel the internal transfer and not receive any more products, you'll see the option to "Force Complete" instead.

What Force Complete means: No further quantities will be accepted on this internal transfer. It will not undo any previous additions to the inventory.

After canceling or force completing an Internal Transfer, you can return products to the sending location or mark them as lost in transit.