Create a Traditional Transfer in Connect for Appetize

Description: Review how to create a traditional transfer in Connect.

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Transfers can be processed from two places in Connect:

• Transfers
• Live Inventory

Create a Transfer 

A transfer can be created from the Transfers tab with the following steps: 

1. In Connect, select Inventory on the left menu and then select Transfers.
2. Select Quick Transfer in the top right corner.
3. Select the Origin of the transfer and the Destination. Transfers can be completed between warehouse and vendor, vendor and vendor, or warehouse and warehouse.
4. Indicate the transfer status (Completed or Planned).
5. If Planned is selected, choose the Event the transfer should be associated with or enter the Created Date and Expected Delivery Date.
6. Select Continue.
7. Select Add Items which will display a list of items that can be added to the transfer. Set a quantity for the item that you would like to add to the transfer. After updating the quantity, select the item to add it to the transfer.
8. Enter a quantity for the amount of each item that will be transferred. 
9. Select either Print & Confirm or Confirm to process the transfer.
10. Once the transfer is completed, it appears on the list under the Transfers tab.

Notes:  Only items assigned to both the origin and destination locationare listed to add to the transfer. 

Transfers must be edited within 24 hours of being moved to complete in Connect. After 24 hours, they can no longer be edited but may be canceled/deleted.