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Transfer Inventory

Tom Higgs avatar
Written by Tom Higgs
Updated over a week ago

You can use the Transfer Inventory feature to move stock to various locations within the same or different warehouses. To change this, you would need to edit the order, remove the item from the order and once stock is moved, edit the order and then add the items back.


Manually Transfer Stock

To transfer stock from one location to another, please do the following:

  1. Click Warehouse then Transfer Inventory.

  2. (3PL Only) Select the Client.

  3. Select the Product.

  4. Select the Origin Warehouse.

  5. Next, select the Destination Warehouse.

  6. Choose the Destination Location.

  7. You can then tick which stock to transfer.

  8. (Optional) Add a Comment.

  9. Finally, click Transfer.


Transfer Stock in Bulk Using CSV Upload

You can also transfer inventory in bulk using a CSV template:

  1. Click Warehouse then Extras.

  2. Next, click Upload Bulk Warehouse Spreadsheets.

  3. Select Transfer as the Template, then click Download.

  4. Populate the spreadsheet to your requirements.

    1. If transferring from Unassigned leave the LocationTransferFrom field blank.

  5. Save the spreadsheet as a CSV.

  6. Back on Mintsoft select Transfer as the Type to upload.

  7. Browse for the spreadsheet then click Upload.


Troubleshooting Stock Transfer Issues

Bulk Stock Transfer Errors

Symptom

The bulk stock transfer process errors out, and the system does not move stock to the intended location.

Cause

The most common reason for this issue is using an incorrect or unrecognized "location name" in the transfer file.

Resolution Steps

  1. Open your transfer file and verify that the "location name" entries exactly match the names registered in Mintsoft.

  2. Correct any discrepancies in the naming and reattempt the bulk transfer process. By ensuring alignment between the file inputs and Mintsoft's registered locations, you can avoid errors during transfers.

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