Store Transfers move stock between locations — a downtown shop to a trailhead pop-up, the main warehouse to a satellite store, or even from one aisle’s bin to another if you track bin locations. Nothing hits the GL (you still own it all); only the location counts change.

How to get there #

Menu: Inventory → Store Transfers
Direct URL pattern: https://yourdomain.com/?bizRt=phreebooks/main/manager&jID=15&mgr=1

Prerequisite: locations must exist #

Before you can transfer, set up your locations under Admin → Settings → Locations. Most small shops have one location by default (“Main”) and never need more. Multi-site operations add one per store.

The transfer lifecycle #

1. Create — at the sending location, pick the destination and the items/qtys going. Status = Draft.
2. Ship — when the goods leave. Inventory at the sending location decreases; a “Transit” quantity is created.
3. Receive — at the destination, mark items received. Transit quantity is cleared and inventory at the destination increases.

Between Ship and Receive, the stock is in transit — visible on reports but not sellable from either end.

Creating a transfer #

1. Click New.
2. Pick the From Location (defaults to your default) and the To Location.
3. Add lines: SKU, qty. Bizuno shows the From-Location on-hand next to each line; a red flag means you don’t have enough.
4. Optional Reference — “Pop-up tent for Saturday’s trailhead event” or “Restock downtown after weekend sale”.
5. Save as Draft.

Shipping #

When the stock physically leaves the sending location, open the draft and click Ship. Bizuno:

• reduces the From-Location’s on-hand,
• records the quantity as Transit,
• and prints a transfer document you can include with the goods.

Receiving #

At the destination, open the transfer and click Receive. Bizuno:

• clears the Transit quantity,
• adds the quantity to the To-Location’s on-hand,
• and closes the transfer (Status = Complete).

Important: Only receive what actually arrived. If a box is short, receive the smaller quantity and open a second Adjustment transaction for the missing units with reason “Transfer shrink” — that way the discrepancy shows on reports instead of disappearing.

Costs on a transfer #

No GL impact. Cost layers move with the stock — a bike that was in a $1,400 cost layer at the downtown store is still a $1,400 cost layer at the trailhead store after transfer.

Tips for Ridgeline Cycles #

• Use a transfer — not a “use-and-replace” adjustment — whenever stock physically moves between locations. Adjustments leave a GL trail; transfers don’t.
• Keep Transit quantities visible on your Inventory Dashboard for a few weeks after a big event — stuff that “never arrived” is always a box in somebody’s trunk.
• For pop-up events, create the transfer on Friday, ship Saturday morning, and receive back any leftovers as a reverse transfer on Sunday. The audit trail writes itself.

Where to go next #

• Stock Levels — check per-location counts after a transfer.
• Adjustments — record shortages between Ship and Receive.
• Admin → Locations — set up additional locations.