--- title: Bulk Transfer Between Locations description: Bulk Inventory Transfer Between Locations --- [Skip to content](https://knowledge.techpos.ca/en/knowledge/bulk-transfer-between-locations#main-content) [Customer portal](https://knowledge.techpos.ca/portal?hsLang=en) ![TECHPOS\_Full-Logo\_Brand-Colorsmaller](https://knowledge.techpos.ca/hs-fs/hubfs/TECHPOS_Full-Logo_Brand-Colorsmaller.png?width=500&height=125&name=TECHPOS_Full-Logo_Brand-Colorsmaller.png) Open main navigation Close main navigation - [Customer portal](https://knowledge.techpos.ca/portal) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://knowledge.techpos.ca/en/knowledge?hsLang=en) 2. [Inventory](https://knowledge.techpos.ca/en/knowledge/inventory?hsLang=en) 3. [Bulk Transfer](https://knowledge.techpos.ca/en/knowledge/inventory?hsLang=en#bulk-transfer) # Bulk Transfer Between Locations ## This article will walk you through on the process of transferring products between locations. #### **January 20, 2026 Update:**  A new column called **“To Warehouse Qty”** is added on the Bulk Transfer page. This column shows the **real-time quantity in the destination (To) warehouse** for each item, so you can quickly confirm what is currently available in the receiving warehouse. **Where to find it** - Go to the **Bulk Transfer** page and view the items table. - You will see the new **To Warehouse Qty** column alongside the existing quantity columns. ![](https://knowledge.techpos.ca/hs-fs/hubfs/image-png-Jan-14-2026-09-32-12-2709-PM.png?width=670&height=227&name=image-png-Jan-14-2026-09-32-12-2709-PM.png) ### 1. Access Main Menu Click the menu icon to access the main navigation panel. ![Access Main Menu](https://braveheart-castofly-data.s3.us-east-1.amazonaws.com/guides/f21bff2b-55c4-4dd1-8b97-fa390389aabf/4e80ee12-840c-4cf5-b536-ff6aad00f954/c2adb82f-d5e0-4d46-9676-891c835b695d.png) ### 2. Access Inventory Menu Select Inventory. ![Access Inventory Menu](https://braveheart-castofly-data.s3.us-east-1.amazonaws.com/guides/f21bff2b-55c4-4dd1-8b97-fa390389aabf/4e80ee12-840c-4cf5-b536-ff6aad00f954/4ae763ec-2def-4b04-8f73-e68196487ace.png) ### 3. Access Bulk Transfer Select 'Bulk Transfer' from the menu to initiate a transfer of inventory items between locations. ![Access Bulk Transfer](https://braveheart-castofly-data.s3.us-east-1.amazonaws.com/guides/f21bff2b-55c4-4dd1-8b97-fa390389aabf/4e80ee12-840c-4cf5-b536-ff6aad00f954/b36359cf-0c8f-46da-bb35-d22c3fef24ee.png) ### 4. Initiate a New Transfer Click on 'New Transfer' to start the process. ![Initiate a New Transfer](https://braveheart-castofly-data.s3.us-east-1.amazonaws.com/guides/f21bff2b-55c4-4dd1-8b97-fa390389aabf/4e80ee12-840c-4cf5-b536-ff6aad00f954/a6ea85d9-4624-43af-b5fd-219357d99559.png) ### 5. Enable/Disable Need to Receive Setting Toggle the switch to 'Enabled' or 'Disabled' to determine the bulk transfer flow. When set to 'Enabled,' you'll be prompted to enter the received quantity for each SKU. With 'Disabled,' simply clicking the transfer button moves all products immediately, bypassing any quantity confirmation. ![Enable/Disable Need to Receive Setting](https://braveheart-castofly-data.s3.us-east-1.amazonaws.com/guides/f21bff2b-55c4-4dd1-8b97-fa390389aabf/4e80ee12-840c-4cf5-b536-ff6aad00f954/0f04defe-d119-43a5-8407-5c75aab69318.png) ### 6. Select Sender Branch Select a sender from the dropdown menu. This is the source from which products will be shipped. ![Select Sender Branch](https://braveheart-castofly-data.s3.us-east-1.amazonaws.com/guides/f21bff2b-55c4-4dd1-8b97-fa390389aabf/4e80ee12-840c-4cf5-b536-ff6aad00f954/b21e76dd-3059-40c3-a317-16116aaeb006.png) ### 7. Select the Sender's Warehouse Select an option from the Sender's Warehouse dropdown to initiate the bulk transfer setup. Ensure the inventory you're transferring is located in the chosen warehouse. ![Select the Sender's Warehouse](https://braveheart-castofly-data.s3.us-east-1.amazonaws.com/guides/f21bff2b-55c4-4dd1-8b97-fa390389aabf/4e80ee12-840c-4cf5-b536-ff6aad00f954/4c1d5150-706c-4e9b-afb7-5d46a7df326a.png) ### 8. Select Receiving Store Choose the destination store or branch from the dropdown menu to designate where the products will be transferred. ![Select Receiving Store](https://braveheart-castofly-data.s3.us-east-1.amazonaws.com/guides/f21bff2b-55c4-4dd1-8b97-fa390389aabf/4e80ee12-840c-4cf5-b536-ff6aad00f954/ea7724de-d5aa-4710-a541-a844981de6bf.png) ### 9. Select Receiver Warehouse Choose the appropriate option from the dropdown menu labeled 'Receiving Warehouse' to specify where the items will be delivered. ![Select Receiver Warehouse](https://braveheart-castofly-data.s3.us-east-1.amazonaws.com/guides/f21bff2b-55c4-4dd1-8b97-fa390389aabf/4e80ee12-840c-4cf5-b536-ff6aad00f954/72defb0e-5c36-4abe-b20a-2803d6a4b0ba.png) ### 10. Enter Title for Bulk Transfer Enter a title describing the bulk transfer in the field provided. ![Enter Title for Bulk Transfer](https://braveheart-castofly-data.s3.us-east-1.amazonaws.com/guides/f21bff2b-55c4-4dd1-8b97-fa390389aabf/4e80ee12-840c-4cf5-b536-ff6aad00f954/ba36d18a-99d0-4b1f-9b00-b95ecc3ba997.png) ### 11. Manage Bulk Transfer Products Choose either from Import Product from PO, from Categories, or from the template to add the products to be transferred. ![Manage Bulk Transfer Products](https://braveheart-castofly-data.s3.us-east-1.amazonaws.com/guides/f21bff2b-55c4-4dd1-8b97-fa390389aabf/4e80ee12-840c-4cf5-b536-ff6aad00f954/d9018e89-3450-496b-83ed-fde594a4ae0e.png) ### 12. Import Product from PO Select the button labeled 'Import Product from PO' to initiate product importation from purchase order. ![Import Product from PO](https://braveheart-castofly-data.s3.us-east-1.amazonaws.com/guides/f21bff2b-55c4-4dd1-8b97-fa390389aabf/4e80ee12-840c-4cf5-b536-ff6aad00f954/155a2515-4d95-4c0a-8236-aa3189ac0dd2.png) ### 13. Enter Purchase Order Number Input the purchase order number in the PO# field to proceed with the search. ![Enter Purchase Order Number](https://braveheart-castofly-data.s3.us-east-1.amazonaws.com/guides/f21bff2b-55c4-4dd1-8b97-fa390389aabf/4e80ee12-840c-4cf5-b536-ff6aad00f954/0cf28d0e-9f17-45aa-b56b-71d8203221b6.png) ### 14. Select Purchase Order Details Click 'VIEW' to access the details of the selected purchase order. ![Select Purchase Order Details](https://braveheart-castofly-data.s3.us-east-1.amazonaws.com/guides/f21bff2b-55c4-4dd1-8b97-fa390389aabf/4e80ee12-840c-4cf5-b536-ff6aad00f954/96af4405-6e5a-4cb2-9635-d16b9e56bea5.png) ### 15. Add a Purchase Order Click the 'Add' button to include the selected purchase order in the transfer list. ![Add a Purchase Order](https://braveheart-castofly-data.s3.us-east-1.amazonaws.com/guides/f21bff2b-55c4-4dd1-8b97-fa390389aabf/4e80ee12-840c-4cf5-b536-ff6aad00f954/593f45e5-8a8a-471d-bbf3-7d78acc41e2a.png) ### 16. Import Product from Categories Select "Import Product From Categories" to browse and import items into the system based on their specific categories. ![Import Product from Categories](https://braveheart-castofly-data.s3.us-east-1.amazonaws.com/guides/f21bff2b-55c4-4dd1-8b97-fa390389aabf/4e80ee12-840c-4cf5-b536-ff6aad00f954/c2b13ff7-cd25-4c6c-b2f1-80aa80ca8a5f.png) ### 17. Select a Category Choose a category from the dropdown menu to proceed with the transfer. ![Select a Category](https://braveheart-castofly-data.s3.us-east-1.amazonaws.com/guides/f21bff2b-55c4-4dd1-8b97-fa390389aabf/4e80ee12-840c-4cf5-b536-ff6aad00f954/75247a97-7abb-43a9-abb0-beeeb8b0027b.png) ### 18. Download the Template Click 'Download Template' to get the product import file. You must enter the SKU (mandatory), while Product Name and Package Reference are optional. After filling it out, click the 'Import Products from Excel' button. ![Download the Template](https://braveheart-castofly-data.s3.us-east-1.amazonaws.com/guides/f21bff2b-55c4-4dd1-8b97-fa390389aabf/4e80ee12-840c-4cf5-b536-ff6aad00f954/64baf68c-9a5b-4861-9cde-929ac76bd3fd.png) ### 19. Enter Transfer Quantity Input the desired quantity to be transferred in the provided field. ![Enter Transfer Quantity](https://braveheart-castofly-data.s3.us-east-1.amazonaws.com/guides/f21bff2b-55c4-4dd1-8b97-fa390389aabf/4e80ee12-840c-4cf5-b536-ff6aad00f954/7f9faf4c-bc7f-421d-96ae-f8cde77afd1d.png) ### 20. Initiate Transfer Process Click 'Create Transfer' to proceed with initiating the transfer process for the selected products. ![Initiate Transfer Process](https://braveheart-castofly-data.s3.us-east-1.amazonaws.com/guides/f21bff2b-55c4-4dd1-8b97-fa390389aabf/4e80ee12-840c-4cf5-b536-ff6aad00f954/42a7f173-f4e9-46eb-9640-d3f2d9c380c3.png) ### 21. Check Transfer Status - Pending Once the transfer is created, the status will switch to pending. This means you can still modify the transfer since it hasn't started yet. If changes are necessary, simply click the edit button. ![Check Transfer Status - Pending](https://braveheart-castofly-data.s3.us-east-1.amazonaws.com/guides/f21bff2b-55c4-4dd1-8b97-fa390389aabf/4e80ee12-840c-4cf5-b536-ff6aad00f954/70d25038-67c2-42e5-bf0d-09c64f7dec6c.png) ### 22. Initiate Transfer Click to initiate the transfer process for the selected item. ![Initiate Transfer](https://braveheart-castofly-data.s3.us-east-1.amazonaws.com/guides/f21bff2b-55c4-4dd1-8b97-fa390389aabf/4e80ee12-840c-4cf5-b536-ff6aad00f954/6b21bc3b-0e53-4089-a954-b41d5b4dc57a.png) ### 23. Confirm Bulk Transfer Action Click 'CONFIRM' to start the product transfer. The next steps will vary based on the "Need to Receive" setting. If it's disabled, clicking 'CONFIRM' will instantly mark the transfer as complete. If enabled, the process will continue with further steps. ![Confirm Bulk Transfer Action](https://braveheart-castofly-data.s3.us-east-1.amazonaws.com/guides/f21bff2b-55c4-4dd1-8b97-fa390389aabf/4e80ee12-840c-4cf5-b536-ff6aad00f954/5b87d3d2-241f-40b4-8034-1c39b24a9b82.png) ### 24. Receive Pending Transfer Since the "Need to Receive" setting was activated when the transfer was created, the status now changed to "Need to Receive," signifying that the products are now in transit. ![Receive Pending Transfer](https://braveheart-castofly-data.s3.us-east-1.amazonaws.com/guides/f21bff2b-55c4-4dd1-8b97-fa390389aabf/4e80ee12-840c-4cf5-b536-ff6aad00f954/52fed4fe-6c52-4b07-8131-3fc20bb0689c.png) ### 25. Initiate Transfer Reception Upon receiving the transfer at the branch, promptly click the receive button. ![Initiate Transfer Reception](https://braveheart-castofly-data.s3.us-east-1.amazonaws.com/guides/f21bff2b-55c4-4dd1-8b97-fa390389aabf/4e80ee12-840c-4cf5-b536-ff6aad00f954/46c9da7f-d572-497b-9267-66d6d65188d1.png) ### 26. Record Quantity Received Update the quantity received reflect the accurate stock movement. ![Record Quantity Received](https://braveheart-castofly-data.s3.us-east-1.amazonaws.com/guides/f21bff2b-55c4-4dd1-8b97-fa390389aabf/4e80ee12-840c-4cf5-b536-ff6aad00f954/eaa98e2f-06e1-4e19-afc3-4b91b1c0ea44.png) ### 27. Complete the Receiving Process Click 'Complete Receive' to finalize the transfer process. ![Complete the Receiving Process](https://braveheart-castofly-data.s3.us-east-1.amazonaws.com/guides/f21bff2b-55c4-4dd1-8b97-fa390389aabf/4e80ee12-840c-4cf5-b536-ff6aad00f954/c8189f0f-5353-4ad0-8019-ceb3ed6da2fa.png) ### 28. Confirm Completion Press the 'CONFIRM' button to finalize the receive process. ![Confirm Completion](https://braveheart-castofly-data.s3.us-east-1.amazonaws.com/guides/f21bff2b-55c4-4dd1-8b97-fa390389aabf/4e80ee12-840c-4cf5-b536-ff6aad00f954/1fbe3e02-23a7-4d1f-8fb3-ca1dc405e9f5.png) ### 29. Transfer Completed Transfer now completed. 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