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Internal Transfers

Move inventory between locations

Chris avatar
Written by Chris
Updated over a week ago

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

This feature is included on Standard plans and up.

You'll be able to learn more about our plans and upgrade here.

Create an Internal Transfer

Access Internal Transfers (under Inventory) as shown here:

Click on the Create Transfer button to get started!

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

Adding Products

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:

1 ) Scan to add products

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

The ability to scan to add/receive products on Transfers is for users on a Professional Plan and above (learn more about upgrading your plan here).

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.

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.

Have issues scanning?

We can help! Check out this Barcode Scanning FAQ article for guidance.

2) Automatically add products that are below PAR

Auto-Add Below PAR Products โ€” This will only apply to products with PAR Levels set and are currently below the PAR Level.

If you use this option and, in the process, the sending location goes below its PAR level, 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.

NOTE: The Auto-Add PAR Products feature is available on Professional Plans and above (learn more about upgrading your plan here).

3) The "Add Products" button

By clicking the blue "Add Products" button on the Internal Transfer screen, you can filter and search to add products. Once the products are entered, you can manually input the quantities you want to order. If you want to add a large number of products from a particular category or vendor, be sure to press the "Load All" as shown here:

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

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

Receiving a Transfer

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:

  • 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, the option is still to click 'Done' and finalize the move.

  • Scan to Receive items 1-by-1 (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.

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

Filtering Internal Tranfers

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.

Toggle on the statuses you'd like to view and click "Apply Filters". You'll also have the option to filter the Ship-to Locations.

Download or Duplicate a Transfer

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

Settings Automation

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

These options include:

Add your address

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.

To add your address, go to "our Locations & Integrations" page and click on a location name. Then, add your information like address, phone number, and timezone, as shown here:

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

Add your business' logo

By adding your business logo to Thrive, we'll automatically apply it to your transfers (and your POs and Invoices).

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

Automatic Rounding

For companies who use the Auto-Add PAR Products button, we have an additional option for customization: The ability to automatically round quantities up or down to the nearest whole number based on the PAR levels and reorder quantities you set.

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

Options include:

  • Don't round - The default setting. No quantities will be rounded up or down.

  • Round up - Any products with decimals will automatically round up to the nearest whole number.

  • Round down - Any products with decimals automatically round down to the nearest whole number.

  • Round half up - Any products with decimals (.5 and higher) will automatically round up to the nearest whole number.

    • Products with decimals lower than .5 will automatically round down to the nearest whole number.

  • Round half down - Any products with decimals (.5 and lower) will automatically round down to the nearest whole number.

    • Products with decimals over .5 will automatically round up to the nearest whole number.

NOTE: The above rounding rules only apply to products added to the transfer via the Auto-Add PAR Products button. You can always override the chosen rounding rules on the transfer by manually adjusting the number in the quantity column.

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.

Cancel a Transfer

Transfers can be canceled by using the Cancel Transfer option.

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

This 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.

Things to Note:

  • Products transferred, but not yet received will appear on the In-Transit Report.

  • Each Internal Transfer will show all products transferred in a given order.

  • Individual products will still have their individual Inventory History updated.

  • Fees and Freight are optional and will not affect the lot cost of the transferred products.

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