This guide will provide the steps to transfer products between Inventory locations. Reference the appropriate scenario based on whether the account(s) are in MotionMD or Non-MotionMD for inventory management.
Inventory Transfers within a MotionMD Account:
Inventory transfers can easily be completed between Inventory Locations under the same MotionMD account.
On the top menu bar, click INVENTORY LOCATIONS from the INVENTORY drop-down. Click on the location you need to transfer inventory from.
Inventory Transfers can be completed on the Inventory Location page by clicking the New Inventory Transfer button under the actions section on the left or by clicking Add to Transfer button on a SKU. Once selected a side panel will open.
On the side bar, set the quantity to be adjusted for each product. To remove an item from the transfer click the X. Select the destination location from the TRANSFER TO drop-down menu. Click PLACE TRANSFER to complete.
You are also able to use the Mobile Companion App to Transfer Inventory.
Once you open the transfer side bar, select Use Companion App. A modal with a QR code will open. Scan the QR code with your iPad or iPhone. If you are already on an iPad or iPhone, the app will open automatically.
On the Transfer Screen, click Scan Item or Manual Input. Barcode SKUs will show as a list with the quantities scanned. Select Upload when complete.
It will show a success screen when complete and the SKUs and quantities will show in the transfer panel.
If a SKU without a stock record is uploaded an Error Message will show after upload.
Helpful Information:
- No check-in is required at the receiving Inventory Location. On-hand counts are automatically decremented and incremented on each Stock Record.
- Transfers to an Inventory Location will automatically create a new Stock Record if it did not exist previously. However, the Stock Record setup will need to be finished, if assistance is required, submit a Help Ticket requesting the Item setup be completed.
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