How do I transfer inventory between locations?

How you can use transfer orders to transfer inventory between two locations.

Galley transfer orders allow you to transfer inventory between two locations. First, create transfer orders using the information in the article: How do I create transfer orders?

Table of Contents

  1. Enable Transfer Order Receiving
  2. How Transfers Affect Inventory
    1. Inventory at Source Location
    2. Inventory at Destination Location

 

Enable Transfer Order Receiving

For transfer orders to affect inventory levels at both the source and destination locations, the Transfer Order Receiving company setting must be enabled. An account admin can find this setting in the Inventory section of the Settings page.

 

How Transfers Affect Inventory

When a transfer order is marked as Sent, inventory is depleted at the source location and expected receiving events are created at the destination location.

 

Inventory at the Source Location

When a transfer order is marked as sent, the theoretical inventory levels of the items on the transfer order are depleted by the quantities on the order.

For each ingredient, the inventory of the associated vendor items is depleted starting with the primary vendor item and then moving to each subsequent vendor item until either there is no more inventory to deplete or there is no inventory left.

For recipes, if your company is using the production planner, finished good inventory will be depleted following FIFO practices. If you are not using the production planner or there is not enough finished good inventory, the recipe's inventory will be depleted. 

The inventory depletions can be seen in the activity logs on the Inventory page along with a link to the transfer order. 

 

Inventory at the Destination Location

When a transfer order is marked as sent, expected receiving events are created at the destination location. The inventory can be accepted on the Receiving page. The inventory can then be received fully, received partially, rejected, or canceled in the same way as when receiving from purchase orders. To learn more about how to receive inventory in Galley, see How do I use the receiving workflow? 

When vendor item inventory is received at a destination location, be sure that the vendor item is associated with an ingredient so it can be consumed in production, sales, and cycle counts.