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Inter-Location Inventory Transfers

Balance your stock levels across multiple locations without complex accounting adjustments.

Overview​

Inventory Transfers allow you to move ingredients, prep items, or supplies from one location to another. The system handles the inventory valuation, COGS adjustments, and tracking automatically.

FeatureBenefit
Live TrackingSee "In Transit" stock in real-time
COGS AdjustmentAutomatically credits source, debits destination
PermissionsControl who can initiate and approve transfers
HistoryFull audit trail of all movements

Transfer Workflow​

  1. Request: Location A (Dest) needs items, OR Location B (Source) sends items.
  2. Pick & Pack: Source location confirms quantity leaving the building.
  3. Transit: Items are marked "In Transit" (not available at either location).
  4. Receive: Destination location counts and verifies receipt.
  5. Complete: Inventory levels update, financial journals post.

Initiating a Transfer​

From the POS (Quick Transfer)​

  1. Go to Manager Menu > Inventory > Transfers.
  2. Select Outbound (Sending) or Inbound (Requesting).
  3. Choose the Target Location.
  4. Scan or select items.
  5. Enter quantity.
  6. Tap Submit Transfer.

From the HQ Dashboard​

  1. Navigate to Inventory > Transfers > New Transfer.
  2. Select Source Location and Destination Location.
  3. Add items to the transfer manifest.
  4. Click Create Transfer.

Receiving Transfers​

When items arrive at the destination:

  1. Open the Transfer Request on the KDS or Manager Tablet.
  2. Verify the physical count against the manifest.
  3. Accept full quantity, or note Discrepancy (Damaged/Missing).
  4. Finalize Receipt.
note

Discrepancies are logged as "Transfer Waste" and charged to the Source location by default (configurable).

Accounting & Valuation​

Transfers affect your detailed Profit & Loss statement by adjusting Cost of Goods Sold (COGS).

  • Source Location: Inventory Asset decreases $\downarrow$, Transfer Credit increases (Reducing Costs).
  • Destination Location: Inventory Asset increases $\uparrow$, Transfer Cost increases (Increasing Costs).

Values are calculated based on the Weighted Average Cost of the items at the Source location at the time of transfer.

Commissary Mode​

For central kitchens (Commissary):

  • Use Standing Orders to schedule daily/weekly transfers to satellite locations.
  • Enable Auto-Accept for trusted transfers if verified by driver.
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