---
title: "Retail | Inventory Transfers: Creating and Using a Transfer Template"
description: Create a Transfer Template
---

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# Retail | Inventory Transfers: Creating and Using a Transfer Template

## Create a Transfer Template

This article will walk through how to [create](https://support.blaze.me/hc/en-us/articles/retail-transfer-inventory-v2-creating-and-using-a-transfer-template#create) and [use](https://support.blaze.me/hc/en-us/articles/retail-transfer-inventory-v2-creating-and-using-a-transfer-template#use) a Transfer Template, and [generate a manifest](https://support.blaze.me/hc/en-us/articles/retail-transfer-inventory-v2-creating-and-using-a-transfer-template#generate). Navigate to the section you wish to learn more about and follow the steps below.  

Note: Check out this video from our [BLAZE EMBERS TEAM](https://www.youtube.com/watch?v=grcbnPlnsis) on YouTube. This specific video will give you a step-by-step walkthrough on creating Inventory Transfer Templates. 

### Create a Transfer Template

Before using a transfer template, it must be created!

NOTE: The created template will **save the products** and the **quantities** selected, but it can be used between any selection of inventories.

1\. Navigate to the **Inventory** section on the left-hand side, and click on the **Transfer Inventory** tab. Click the blue **Create Transfer** button.

![2019-12-16 (54)](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/2019-12-16%20(54).png?width=688&height=336&name=2019-12-16%20(54).png)

2\. Select the** From Store**, the **To Store**, the **From Inventory**, and the **To Inventory**. Select **By Product** or **By Category** then **Add desired products **or **Categories** to transfer. Click the green **Create** button.

- To **remove an item**, click the **three verticle dots** on the far right-hand side of the product and click **Remove**.

![V2 Transfer Create](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/V2%20Transfer%20Create.png?width=688&height=249&name=V2%20Transfer%20Create.png)

3\. A popup will appear, enter the **Template Name** to save this transfer as a template to use again. Click the green **Create** button.

![2019-12-16 (52)](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/2019-12-16%20(52).png?width=688&height=336&name=2019-12-16%20(52).png)

### Using a Transfer Template

Once a template has been created, it can be used! 

NOTE: The created template will **save the products** and the **quantities** selected, but it can be used between any selection of inventories.

1. Navigate to the **Inventory** section on the left-hand side, and click on the **Transfer Inventory** tab. Click the blue **Create Transfer** button.

![2019-12-16 (54) (1)](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/2019-12-16%20(54)%20(1).png?width=688&height=336&name=2019-12-16%20(54)%20(1).png)

2\. Under **Transfer Template**, select the desired template to use. Select the** From Store**, the **To Store**, the **From Inventory**, and the **To Inventory**.

- **Modify the template** as needed by clicking the green **Edit** button at the bottom of the page. 
- To **remove an item**, click the **three verticle dots** on the far right-hand side of the product and click **Remove**.

- NOTE: If Transferring by Batch, the template will not save the batch selected.

![V2 Transfer use](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/V2%20Transfer%20use.png?width=688&height=241&name=V2%20Transfer%20use.png)

3\. Click either the green **Submit** or** Submit & Accept** button. 

![2019-12-16 (58)](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/2019-12-16%20(58).png?width=688&height=334&name=2019-12-16%20(58).png)

### Generating a Manifest

Once a transfer has been completed, a **manifest** **can be generated** as a PDF and printed. 

1\. Navigate to the **Inventory** section on the left-hand side, and click on the **Transfer Inventory** tab. Click on the **Transfer History** tab at the top of the page.

![2019-12-16 (63)](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/2019-12-16%20(63).png?width=688&height=334&name=2019-12-16%20(63).png)

2. **Select the box**(es) of the desired transfer(s) to **generate a manifest**. Click the blue **Generate Manifest** button. 

![2019-12-16 (61)](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/2019-12-16%20(61).png?width=688&height=335&name=2019-12-16%20(61).png)

 

 

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