How do I transfer items?

    Overview

    Who can use this feature?

    Admins and managers

    All plans

    Backbar does not track real-time inventory by location, but you can use the Transfer functionality to help you keep an audit log or record of what, when and where you transfer different products.

    How to transfer items between locations

     

    1. In the left navigation panel, go to Inventory and select Inventory items.

    2. Select the items you want to transfer using the checkboxes next to each item

    3. Next, click the Actions button, and select Transfer from the drop-down menu.

     

    Transfer items_web

     

    4. Enter the quantity you want to transfer, and choose the locations which you are transferring the items from and to.

    5. Click the Transfer button.

    Transfer modal

    How to see a product's transfer history

    1. Click the item history icon (document icon) next to the item's quantity on the Inventory items page.

     

    How to see all transfers within a date range

    1. Go to Reports > Transfer report.

    2. Use the date filters to narrow results.

    3. Click the Export button to download the report as an XLSX file.