--- title: "Create an In-Store Transfer" slug: "create-an-in-store-transfer" description: "Create an in-store item transfer between cost centers by selecting accounts, adding items with quantities, and submitting for approval." updated: 2025-08-26T19:47:58Z published: 2025-08-26T19:47:58Z canonical: "docs.restaurant365.com/create-an-in-store-transfer" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Create an In-Store Transfer In Beta This feature is in [beta](/doc/docs/user-research). Contact your CSM to learn more. New in-store transfers are created from the Transfers page. In-store transfers are item transfers that occur within the same location. In-store transfers allow for the internal transferring of item costs to other GL accounts. The cost is taken from the item's assigned cost account and transferred to the selected GL account. In-store item transfers might occur when one or more items purchased from one account may need to be transferred to another account. > [!TIP] > ***Example*** Location A's bar runs out of limes for cocktail garnishes. Location A's bar takes four bags of limes from Location A's kitchen. Users can create an in-store item transfer that transfers the cost of the limes from the Produce Purchases GL account to the Bar Sales GL account. > > > > ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/create-an-in-store-transfer-image-fza6yf2m.png) --- ## **Security** **In-Store Transfer permissions are found in the permission tree as follows:** - Food - In-Store Item Transfer - View In-Store Item Transfer - Edit In-Store Item Transfer - Create In-Store Item Transfer - Submit/Unsubmit Item Transfers - Approve/Reject In-Store Item Transfers - Void In-Store Item Transfers - Delete In-Store Item Transfer These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access). --- ## **Navigation** 1. Open the **Inventory** app. 2. Expand **Inventory**. 3. Select **Transfers**. 4. Click **Create**. 5. From the dropdown, hover over **Transfer**. 6. Click **In-Store**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-91FOQCBB.png) --- ## **In-Store Transfer Form** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/create-an-in-store-transfer-image-9q9eyw0f.png) | | **Field** | **Description** | | --- | --- | --- | | 1 | Template Selector | The option to use an in-store transfer template created for the location. Selecting a template will auto-fill the form with the details entered on the selected template. Read more about [in-store transfer templates, here](/doc/docs/create-an-in-store-transfer-template). | | 2 | Transfer Number | The system-generated identifying number assigned to the transfer. | | 3 | Transfer Date | The date that the transfer is to occur. This field is required. | | 4 | Note | Notes or comments that give details about the transfer. This section is required. | | 5 | Location | The store location that the in-store transfer is occurring. | | 6 | Search | Used to search the list for specific entries. | | 7 | Bulk Add | Used to bulk add items by item category to the Transfer Items list. | | 8 | Transfer Items List | The list of items added to the item transfer. This table includes the following information: - **Item** - The name of the Item being transferred. - **Unit of Measure** - The unit of measure of the item. - **Quantity** - The number of units of the item being transferred. - **Each Amt** - The cost of each unit of the item. - **Total** - The total cost of the quantity of the item that will be transferred to the receiving account. - **Transfer To** - The receiving account. - **Comment** - Any necessary comments needed to add to an item. | | 9 | +Add Item | Adds a single item to the Transfer Items list. | | 10 | Total | The total dollar amount of the transfer based on the item quantities and each amounts. | --- ## **Add Items** Once a location is selected, the **+Add Item** and **+Bulk Add** buttons will be enabled. Users can begin adding transfer items to the list. ### **Add a Single Item** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/create-an-in-store-transfer-image-htn9t6j0.gif) To add a single Item to the transfer, follow these steps: 1. Click the **+Add Item** button. 2. A line will appear where the item details can be entered. Some fields will require a manual edit while others will auto-populate based on the manual edit of other fields. The required fields include the following: - **Item** - Manually entered - **Unit of Measure**- Auto-populated based on the item selected - ***Note***: This field will only be editable if the Item has more than one UofM - **Quantity** - Manually entered - **Each Amt** - Auto-populated based on the current cost of the Item selected - **Total** - Auto-populated based on the Quantity Entered and Each Amt - **Transfer To** - Manually selected - **Comment** - Manually entered 3. Once the necessary fields are entered, users can press the **Enter** key to finish entering Items or click **+Add Item** to add another item. ### **Add Items in Bulk** Items can be added in bulk by item category by first clicking **+Bulk Add** button in the right corner of the Transfer Items grid. ![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/create-an-in-store-transfer-image-4i3rmbws.png) In the box that appears, select the desired item category options. Then, click the **Add # Items**. All items will then be added to the Transfer Items list. ### **Delete Items** If an item was added in error or is no longer needed on the Transfer form, delete the item by clicking the checkbox to highlight the item(s). Then, click **Delete**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/create-an-in-store-transfer-image-d4m4sf9i.gif) --- ## **Submit and/or Unsubmit an In-Store Transfer** When an in-store transfer is completed, users can submit the transfer for approval. In-store transfers can also be **unsubmitted**. > Only users with the following permission can submit/unsubmit in-store transfers. > > - Food → In-Store Item Transfer → Submit/Unsubmit In-Store Item Transfers ### **Submit a Transfer** Once the transfer form is complete and ready to be submitted, click **Submit** to submit the in-store transfer. The Submit button will only be enabled once all required fields are entered. Once the transfer has been submitted, it is sent for approval. Users with the necessary permissions can review and approve or reject the in-store item transfer. Read more about [reviewing and approving item transfers, here](/doc/docs/inventory-counts-review-and-approve-an-inventory-count). ### **Unsubmit a Transfer** If necessary, users can unsubmit an in-store transfer. Only transfers with a status of **Submitted** that have **not** been approved or rejected can be unsubmitted. Open the transfer that needs to be unsubmitted. Then, at the top of the form, click the **Unsubmit** button. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/create-an-in-store-transfer-image-b7rctnz0.png) Users will be prompted to confirm. Once the 'unsubmission' is confirmed, the Transfer form will return to draft mode, where it can continue to be edited or deleted if necessary. Financial account used to record specific transactions in the general ledger. Access rights granted to users or user roles that dictate what actions they can perform within the system.