Creating Transfers

Transfers let you move inventory from one fulfillment location to another. The process is simple: select where the inventory is coming from, choose where it’s going, pick which products to transfer, and confirm the details.

This guide walks you through creating a transfer from start to finish.

Quick Start

Click Actions → Create Transfer from the Transfers page to start. You’ll complete five steps to set up your transfer.

Why Create Transfers?

Creating a Transfer moves inventory from one of your fulfillment locations to another — rebalancing overstock, preparing for peak seasons, or getting products closer to customers. OmniOrders validates quantities against available stock and tracks every unit in transit until the receiving location confirms arrival.

Rebalance Inventory

Move products from locations with excess stock to ones that need more. Keep your inventory balanced.

Fulfill Orders Faster

Position inventory closer to customers. Ship orders from the nearest location to reduce delivery times.

Prepare for Demand

Move stock ahead of seasonal peaks or promotions. Ensure high-demand locations are well stocked.

Track Movement

See exactly where inventory is in transit. Monitor transfer status until items arrive.

How to Create a Transfer

Creating a transfer takes five steps. The system guides you through each one.

1. Select Source Fulfillment Location

   Choose the fulfillment location where the inventory currently is. This is the location you’re transferring FROM.

   The system shows all your fulfillment locations. Pick the one that has the inventory you want to move.

   Click Continue to move to the next step.

2. Select Destination Fulfillment Locations

   Choose one or more fulfillment locations where you want to send the inventory. These are the locations you’re transferring TO.

   You can select multiple destinations if you want to split the inventory across several locations. Each destination will receive the quantities you specify in later steps.

   The system asks: “Please select the locations to which would like to send the inventory that you are ordering in this transfer. This help ensure that the inventory is properly distributed and received.”

   Click Continue when you’ve selected all destination locations.

3. Select SKUs and Quantities

   Choose which products (SKUs) to transfer and how many units of each.

   • Browse or search for products from your inventory
   • Enter the quantity you want to transfer for each SKU
   • The system shows available quantities at the source location
   • You cannot transfer more than what’s available

   If you try to transfer more than available, you’ll see an error: “SKUs exceeding available quantity”

   Click Continue to proceed to delivery site details.

4. Assign Quantities to Delivery Sites

   If you selected multiple destination locations, this step lets you decide how much goes to each one.

   For each destination, you’ll specify:

   • Location name
   • Contact first name
   • Contact last name
   • Contact email
   • How many units of each SKU this location receives

   The system ensures all transferred quantities are assigned. Any unassigned quantities show as warnings.

   Click Continue to preview your transfer.

5. Preview and Confirm Transfer

   Review all transfer details before creating it:

   • Source location (where inventory is leaving from)
   • Destination locations (where inventory is going)
   • All SKUs and quantities
   • Contact information for each destination
   • Total transfer value (if prices are set)

   When everything looks correct, click Continue to see the final confirmation dialog.

Final Confirmation

After reviewing your transfer, a confirmation dialog appears asking: “Would you like to save the transfer?”

You have three options:

• Continue Editing - Go back to make changes without saving
• Save as Draft - Save the transfer to complete later (not yet sent)
• Create Transfer - Create and send the transfer immediately

What Happens Next

When you create the transfer:

• Inventory status changes to “In Transit”
• Items are removed from source location’s available stock
• Items won’t show as available until received at destination
• You can track transfer status from the Transfers page

Transfer Details You Can Add

Notes to Warehouse

Add special instructions for the warehouse handling the inventory. This might include:

• Handling requirements
• Priority level
• Special packaging needs
• Any other important information

Cost Information

If you track costs, you can enter:

• Unit Cost - Cost per unit for each SKU
• System calculates total transfer value automatically

Additional Costs

Track other costs related to the transfer:

• Shipping - Transportation costs
• Taxes - Any applicable taxes
• Discount - Any discounts applied
• Other - Miscellaneous costs

Understanding Quantity Validation

The system prevents common mistakes:

Cannot Transfer More Than Available

If you try to transfer 100 units but only 50 are available, you’ll see: “Is unavailable the qty in this Fulfillment Location to this SKU”

Solution: Reduce the transfer quantity or check inventory levels at the source location.

Must Assign All Quantities

If you’re sending to multiple locations, all units must be assigned. For example, if you’re transferring 100 units total, the destination quantities must add up to exactly 100.

Solution: Verify destination quantities add up to the total transfer amount.

Tips for Successful Transfers

Check Availability First

Before creating a transfer, verify the source location has enough inventory. View inventory levels from the Inventory page filtered by location.

Use Descriptive Notes

Add warehouse notes to provide context. Explain why the transfer is happening and any special handling needed.

Save as Draft

If you’re not sure about all details, save as draft. Come back later to review and complete the transfer.

Double-Check Destinations

Verify contact information for each destination. The warehouse uses this information to coordinate receipt of inventory.

Common Questions

Can I edit a transfer after creating it?

Transfers cannot be edited after creation. Cancel the transfer and create a new one with the correct details.

What if inventory arrives damaged?

When receiving the transfer, adjust the received quantities to reflect only undamaged units. Document the damage in the receiving notes for your records.

How do I know when inventory arrives?

Monitor transfer status from the Transfers page. When the destination location receives items, the transfer status and received quantities update automatically.

Can I cancel a transfer?

Yes — transfers that haven’t been fully received can be cancelled. Go to the Transfers page, find the transfer, and use the cancel action from its menu.

Troubleshooting

”Please select a location” error

Problem: You clicked Continue without selecting a fulfillment location.

Solution: Select at least one location from the dropdown before proceeding.

”Please select SKUs” error

Problem: You tried to continue without adding any products.

Solution: Add at least one SKU with a quantity greater than zero.

SKU quantity validation errors

Problem: Transfer quantities exceed available inventory or aren’t fully assigned to destinations.

Solution:

• Check source location inventory levels
• Reduce transfer quantities to match availability
• Ensure destination quantities add up to total transfer amount

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Next Steps: Transfers Overview | Fulfillment Locations