Transferring Inventory

InventoryUpdated September 11, 2026 · Reviewed by Peasy Team

If you have multiple locations, you'll sometimes need to move inventory from one place to another. Peasy has two tools for this:

  • The Transfer page — Stage a multi-item move and submit it as a transfer order so you can track Sent/Received status, carrier, and ETA.
  • The inline Transfer action on an item's detail panel — An immediate, single-item move when the physical transfer is already done and you just need to update the numbers.

The Transfer page is always available from Inventory. You need at least two active locations to choose a source and destination and stage a transfer. With only one active location, those selectors are hidden; go to Configure > Locations and add or reactivate another location.

How to Transfer Items

  1. Go to Inventory > Transfer in the sidebar.
  2. Use the Source and Destination selectors at the top to choose where inventory is leaving and where it is going.
  3. Find the item you want to transfer. The table shows Source Inventory, Destination Inventory, and Elsewhere inventory outside the selected destination.
  4. Enter an amount in Transfer Qty to stage it directly. You can also click Transfer beside the item name to open the right-hand panel and stage quantities from one or more source locations.
  5. To view the item's full page, click the item name. The arrow that appears beside the name indicates that it opens another page.
  6. Repeat for any other items you want to include.
  7. Open the Pending transfers drawer at the bottom and click Submit & view order to create the transfer orders and open the Transfer Orders page. To submit without leaving the Transfer page, open the button's menu and choose Submit.

Inline Transfer for a Single Item

If you only need to move one item and don't need formal shipping tracking, you can record the move directly from the item detail panel:

  1. Go to Inventory > All Items and click an item to open its detail panel.
  2. Expand the location row you want to transfer into or out of.
  3. In the inline adjustment form, click the action badge and pick Transfer.
  4. Click the transfer icon to open the direction picker. Choose Source or Destination and select the other location.
  5. Enter the quantity and click Submit.

If you try to transfer more than the source location has on hand, Peasy asks whether you want to transfer only what's available or continue anyway and let the source go negative.

How this is different from the Transfer page: The inline action moves stock immediately — there's no Draft/Sent/Received status and no transfer order is created. In Inventory History the move appears as a paired Deduct at the source and Add at the destination, not as Transfer In / Transfer Out. Use the Transfer page when you want a formal record with shipping details; use the inline action when the items have already moved and you just need the counts to match.

This option only appears on items that have at least one other location.

The Pending Transfers Panel

When you click Transfer on an item, the right side of the screen focuses on that item:

  • Destination — Confirm or change the destination, and see its on hand, restock point, and any gap to fill.
  • Source locations — Set the quantity to pull from each available source location. If you ask for more than a source has on hand, Peasy flags it.

The Pending transfers drawer at the bottom is like a shopping cart for transfers — it lists everything you've queued, grouped by source and destination, and is where you submit. Pending transfers are saved automatically, so you won't lose them if you navigate away or close the page. Come back anytime to finish or adjust before submitting the transfer orders.

After You Submit

Peasy creates transfer orders grouped by source and destination. Submit & view order opens the first new order for review. Use Inventory > Transfer Orders to track other transfers, update details like ETA or shipping information, and receive the items when they arrive.

How Sales Orders and Work Orders Tie to Locations

Transfers aren't the only thing that touches multiple locations. Sales orders and work orders are both tied to a specific location, and that's where their inventory effects land:

  • Sales orders have a Ship From location that seeds each shipment. When you ship, Peasy deducts inventory from the shipment's ship-from location on its ship date. If you have a default ship-from set on the customer record, new orders pre-fill from there. See Managing Customers.
  • Work orders have a Mfg Location (where production happens). When you complete the work order, Output Location defaults to the work order's location; raw materials deduct at the manufacturing location and finished goods are added at the output location. See Managing Work Orders.

If a deduction isn't where you expect, the most common cause is the order or work order is tied to a different location than the one you're filtering on. Use Inventory History to see exactly which location each transaction touched.

Common Questions

What's the difference between a transfer and an adjustment? A transfer moves stock from one location to another — your total inventory stays the same. An adjustment changes your total on-hand quantity at a single location, usually to correct a discrepancy found during counting.

What's the difference between the Transfer page and Transfer Orders? The Transfer page is where you stage and submit transfers quickly. When you click Submit & view order, Peasy creates transfer orders grouped by source and destination and opens the first new order for review. The Transfer Orders page is where you review those transfers, add shipping details, and update their status as they move from created to sent to received.

How do I fix a transfer if I submitted the wrong quantity? Open Transfer Orders to review the transfer and edit its quantity. If the transfer has already been completed, create a correcting transfer or inventory adjustment so the history stays accurate.

Can I transfer items between locations in different units? Peasy handles the item's configured unit conversions behind the scenes, so transfer quantities stay aligned with the inventory math already set up on the item.

Good to Know

  • You need at least two active locations to stage a transfer. With only one active location, the Source and Destination selectors stay hidden; go to Configure > Locations and add or reactivate another location.
  • The Elsewhere column shows how much of each item is on hand outside the destination.
  • Submitting from the Transfer page creates transfer orders in Peasy. From there, use Transfer Orders to manage ETA, shipping details, and status changes.
  • Submitted transfers affect pending inventory and availability. Transfer history is recorded as the order moves through later statuses.

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