Admin users can export transfers for every location in one file, and add a reason when you send or request a transfer. This is useful when your locations are separate companies and you need to recharge costs between them at month end.
Export transfers for all locations
Open Transfers.
In the location picker at the top of the menu, choose All locations.
Pick the month you want with the date selector.
Optional: use the filters to narrow the list by transfer type, status or location.
Select the more options menu (•••) at the top right of the page, then Export.
The export includes every transfer that matches your filters, with the reason if one was added.
Add a reason to a transfer
When you send or request a transfer, use the Reason (optional) box to say why the stock is moving.
For example: "Tuna for the head office photo shoot".
Reasons are optional. They help head office see why stock moved between locations, and they show up in the export.
