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How to move items between shelf locations.
How to move items between shelf locations.

Describes how to move items between shelf locations

Chris Minassian avatar
Written by Chris Minassian
Updated over a week ago

You can easily move an item between shelf locations from the SKU detail view OR using the transfer memo method.  You can find the instructions for BOTH procedures below.

First let us take a look at a shelf move from the SKU detail view.

  • Open the SKU detail view of the item you wish to move.

  • You will notice a Shelf Move section.

  • From here you can adjust the Qty to move. Select the location you are moving it from and the location you are moving it to. 

  • Add a comment if you need then click the save icon to save your changes.

Moving items via a Transfer Memo.
If needed you can batch relocate items from one shelf to another within your geo-location as per the below instructions.

  • From the BusinessMind home page click the plus icon

  • Select the Record New Transfer Memo option.

  • Next fill in the basic information in the top section. Start with the To field. Begin typing your company name. After you have typed at least 3 letters, the auto complete dropdown will appear with matches. Keep typing to narrow the matches and select one when ready.  Fill in any other info you require.

  • Utilize the various tools to add the items that will be moved.

  • When ready click the save icon.

  • Once saved you will be transported to the transfer memo detail view.  From here you can utilize the gear icon and select the Restock from this Memo option.

  • Set the restock shelf to the shelf you are moving the items to.

  • Then click the Restock All button and this will adjust the restock qty for all items.

  • Once you have set your restock qty's simply click the save icon to complete the process which will complete the move. 

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