---
title: "Item Transfer Form"
slug: "item-transfer-form"
description: "Field-by-field reference for the Item Transfer form including template, locations, item grid, bulk add, comments, and status."
updated: 2026-03-11T17:25:05Z
published: 2026-03-11T17:25:05Z
canonical: "docs.restaurant365.com/item-transfer-form"
---

> ## 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.

# Item Transfer Form

The transfer form must be completed to send an item to another location. Learn [how to create an item transfer.](/doc/docs/item-transfers-create-a-transfer)

Item Transfers can also be created and edited via the R365 Red App. Learn more about [creating and editing item transfers from the mobile app](/doc/docs/r365-app-create-and-edit-item-transfers).

---

## Transfer Form

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-0DG9O7JX.png)

|  | Field/Button | Description |
| --- | --- | --- |
| **1** | Template Selector | The option to use a [Transfer Template](/doc/docs/item-transfers-create-a-transfer-template) created for the sending location. Selecting a template auto-fills the form with the details entered on that template. > A **Transfer From** location is required before a template can be selected. |
| **2** | Number | The number associated with the item transfer. |
| **3** | Date | The date that the transfer was created. |
| **4** | Status | The status of the transfer, which defaults to **In Progress**. This status remains until the item transfer is sent to the receiving location. Learn more about [Transfer Status and Workflow](/doc/docs/item-transfers-transfer-status-and-workflow). |
| **5** | Transfer From | The location sending the transfer. The user can select only from locations they have access to. This field is required to select a template. |
| **6** | Transfer To | The location receiving the transfer. When a template is used, this field may be auto-filled. |
| **7** | Search Bar | Allows the listing to be searched for the term entered in this field. |
| **8** | Bulk Add | Opens a box where items can be added by item category. This is explained in more detail below. > When adding an item, ensure the correct inventory UofM is selected for the **Unit of Measure** field. |
| **9** | Add Item | Adds items to the **Items** grid. Learn more about [adding items to a transfer.](/doc/docs/item-transfers-create-a-transfer#add-items) When a template is used, items may be added to the list from the template. > When adding an item, ensure the correct inventory UofM is selected for the **Unit of Measure** field. |
| **10** | Comments | Records all notes sent between the sending and receiving locations. When a form is sent, rejected, or canceled, a comment is required explaining the reason for the action. Learn more about [rejected or canceled transfers](/doc/docs/item-transfers-canceled-or-rejected-transfers). |
| **11** | Attachments | Lists all files attached to the transfer. |
| **12** | Total | The total amount of the items being transferred. |
| **13** | Save | Saves the entries made to the form. The **Save** button dropdown also includes the **Save & Create Another** option. When selected, the transfer is saved and a new transfer form opens for more efficient entry. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/2b3760da-e0e6-43f3-b68a-28ad98d26949.png) |
| **14** | Send | Sends the item transfer to the receiving location, locks the form from editing, and updates the status to **Pending**. A comment must be submitted through the **Comment** modal for the receiving store to review. Learn more about [Transfer Statuses](/doc/docs/item-transfers-transfer-status-and-workflow). |
| **15** | Help Menu | Opens the [Help Menu](/doc/docs/help-menus), which lists multiple resources that assist in creating an item transfer. |
| **16** | Full Screen | Expands the modal to full screen. It can return to the original size by clicking the minimize icon. |
| **17** | Close | Closes the modal without saving. |