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 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.

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:

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

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.

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

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.

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.

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:

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.

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.

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:

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:

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.

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:

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.

Options include:

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.

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.