Create a Planned Transfer in Connect for Appetize

Description: Learn the steps to create a planned transfer in Connect.

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Creating A Planned Transfer

1. Select Inventory > Transfers > Plan A Transfer in the top, right corner. You will be brought to the screen below:
2. Select a date or an event when the transfer will be completed. The Events section will list all events within the timeframe selected that you can choose. If the transfer will not be for an event, choose a date and time for the transfer to be completed.
3. Select a Default Origin for the transfer as well as the Default Unit Type for the transfer.
   
4. The location(s) for the transfer will be selected by pressing the +Add button under the Locations field. You have the option to select multiple locations. Each location can be added by selecting the + button and can be removed by pressing the red x. The Search field will help filter options if there are several entries listed. There is also the option to Select All locations at once or Select Page for all locations on the current page. Once desired changes are made, press the Load Selected button.
5. The item(s) included in the transfer will be selected by pressing the +Add button under the Items field. In addition to similar options in the Locations tab (Select All, Select Page, Search Field, etc), you also have the option to filter items by their Type as well as their primary category. Once all items are added, press the Load Selected button.*Types and Category boxes:
   
6. Select Continue in the top right corner once all changes have been made.
7. The following page will allow you to update the quantities of items as well as verify the origin of the transfer. Highlighting an item will show the current stock of the item at each location and provide a QTY box to enter the amount of the item to be transferred. The New Stock field will automatically update once data has been entered in the QTY field.
   
   Note: You have the option to update the Origin for each item using the dropdown shown below. There is also a QTY box above the New Stock column which will allow you to enter a number that will update the amount of the item at each location listed. Right next to that QTY box is an icon that once pressed will allow the user to remove the item from the transfer completely. Note: Any locations where an item is currently not assigned will appear in red and the QTY box will be greyed out.
   Once all information is entered successfully, select the Review Transfer button in the top right corner.
   
   
8. The final page of the Planned Transfer allows you to review the overall details of the transfer. All locations will be listed along with the items and their appropriate quantities. If any of the information needs to be updated, selecting the Edit button will take you to the previous screen. If everything is as it should be, select Confirm & Print Recap, or select the options separately by selecting the down-facing arrow to choose either Confirm or Print Recap.
   
9. After confirming the transfer, you will be brought back to the main Transfers page where you can view the pending transfer(s).