How to Create and Accept Transfers in Nory
The Transfers feature allows you to easily move inventory between your locations. Follow the steps below to create, send, request, and accept transfers.
1. Navigate to the Transfers Section
Go to the Transfers tab in your Nory dashboard.
2. Select Your Transfer Period
Choose the date range for the transfer.
You can filter by custom date, week, or month.
3. Create a New Transfer
Click New Transfer.
Select whether you want to:
Request stock from another location, or
Send stock to another location.
4. Choose the Location
Pick the location you want to send stock to or request stock from.
5. Add Items to the Transfer
Browse or search the item list.
Select the items and enter the quantities you want to send or request.
6. Review Your Transfer
Click Continue to review the transfer details.
7. Send or Request the Transfer
Finalise by clicking:
Send Transfer, or
Request Transfer,
depending on the type you’re creating.
8. View Transfers
Open the relevant transfer period page to see all submitted transfers.
Click into any transfer to view its details.
9. Receive or Reject a Transfer
Inside a transfer, select Receive or Reject as needed.
10. Edit Transfer Amounts (Optional)
If adjustments are needed before receiving:
Click on an item and modify the quantity.
11. Inventory Updates Automatically
Once a transfer is received, the inventory will automatically be updated in or out of stock based on the transfer type.