Retail | Inventory Transfer

Processing Inventory to Inventory Transfer 

1. Click the Create Transfer button

• Select the From Inventory and the To Inventory
  

Scan to Transfer

• Scan Mode toggle will allow you to scan the product label to add your transfer directly from the page. You do not need to click into the search bar to scan. Simply toggle scan mode and start scanning labels.
  
  Labels that can be scanned need to have either of the following associated in BLAZE:
  • UID - Unique# ID from the batch
  • Product SKU
  • IUID - Individual Unit ID (Coming soon)

• Also you can copy/paste the same data points above into the browser page
• Most USB scanners are compatible along with the socket mobile D740 (BT). If using a bluetooth scanner, make sure the function is set to 'keyboard' mode.

  Template from the dropdown. Please follow the steps listed in this article. 

• Optional:
  • If you would like to transfer by batch, click Transfer by Batch
  • If you would like to show prepackages, click Show Prepackages
  • If you would like to show inactive products, click Show Inactive

To transfer by product, click By Product

• Enter the product name
• If By Batch is selected, select the desired batch 
• Enter the amount to transfer

OR 

To transfer by category, click By Category

• Select the category to transfer

• Input the amount for transfer in the Transfer Amt field
  
  

3. When finished selecting products and adjusting transfer amt, click the Submit or Submit & Accept button 

• Submit will send the transfer to Pending Transfers where they can be edited and accepted when ready to do so
• Submit & Accept will automatically skip pending and initiate the inventory transfer immediately

The Inventory is now transferred and ready to be used!

Here is a video showing an example of an inventory-to-inventory transfer:

Processing a Shop to Shop Transfer

1. With Shop-to-Shop transfers, it's critical that the desired product(s) transfer exist in the desired Shop to transfer to with the SAME SKU. This process can be done through our Copy Product feature.

• Navigate to Inventory > All
• Search and select the desired products to copy
• Click the Select Action button
• Select Copy Products
• Select the desired Shop to copy the products to
• Click the Save button

These products now exist in your desired shop with the same exact SKU!

2. In BLAZE Retail, navigate to Inventory > Transfer Inventory V2

3. Click the Create Transfer button

• Select the From Shop and the To Shop
  
  

• Select the From Inventory and the To Inventory
  

• Optional:
  • If you would like to transfer by batch, click Transfer by Batch
  • If you would like to show prepackages, click Show Prepackages
  • If you would like to show inactive products, click Show Inactive

To transfer by product, click By Product

• Enter the product name
• If By Batch is selected, select the desired batch 
• Enter the amount to transfer

OR 

To transfer by category, click By Category

• Select the category to transfer

• Input the amount for transfer in the Transfer Amount field

4. When finished selecting products and adjusting the transfer amount, click the Submit or Submit & Accept button 

• Submit will send the transfer to Pending Transfers where they can be edited and accepted when ready to do so
• Submit & Accept will automatically skip pending and initiate the inventory transfer immediately

The Inventory is now transferred and ready to be used!

Helpful Transfer Features

We have added a few other features to make reoccurring transfers easy to process:

• Transfer Templates
• Reset to Safe: To reset items to the safe, click the Reset to Safe button, select the desired products, click the Submit button
• Transfer All Products: To transfer all products within the Transfer, click the Products dropdown, then click the Transfer All Products button 
• Transfer All Inventory: The Transfer All Inventory Button (found when processing a transfer) will automatically input the maximum amount into all selected products or batches

Legacy Transfer

• Previously our V2 transfer option. No changes have been made other than renaming and consolidating within the inventory transfer tab.
  
  
• Within Legacy transfers, you will have two options to transfer your inventory with.
  • Simple:
    • Add individual products to your transfer page
    • Transfer by Batch
    • Show Prepackages
  • Bulk
    • All products will populate within the transfer page
    • No options to transfer by batch or prepackages 

Simple View

Bulk View

Reset Inventory 

• This is a streamlined transfer option to move inventory from and to desired inventories in bulk or individually.