How do I transfer items?

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.

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

5. Click the Transfer button.

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 and select Transfer report.

2. Use the date filters to narrow results. Transfers can only be viewed within a single venue, inter-venue transfers will not show on this report.

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

This feature can be helpful to move product to a different venue within your organization.  But it can also be used to transfer a specified amount of product to a location so you can keep track of how much inventory is moved to accommodate a private event, for example.  Note that items need not be transferred in the course of general operations as this is by design in Backbar, read more here.

How to transfer items between locations

1. From the bottom navigation bar, tap the clipboard icon to access your inventory items.

2. Next, tap the item you want to transfer. Note that bulk item transfers are only available on the desktop version of Backbar.

3. Scroll down and tap Transfer

4. Enter the quantity to transfer and select the From and To locations/venues

5. Tap Save to complete the transfer.

This feature can be helpful to move product to a different venue within your organization. But it can also be used to transfer a specified amount of product to a location so you can keep track of how much inventory is moved to accommodate a private event, for example. Note that items need not be transferred in the course of general operations as this is by design in Backbar, read more here.