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Inventory Transfers Between Locations

Transfer ingredients between bakery locations with tracking and automatic stock updates.

Inventory Transfers Between Locations

  • How to request and track ingredient transfers between your bakery locations
  • How stock is automatically updated when transfers are completed
  • Best practices for managing multi-location inventory

If you manage multiple bakery locations, BakeOnyx lets you transfer ingredients between them while keeping accurate stock records. This feature is available on the Enterprise tier and helps you balance inventory across locations without manual spreadsheets.

Accessing Inventory Transfers

  1. Log in to your BakeOnyx dashboard
  2. Navigate to Inventory in the main menu
  3. Click Transfers

You'll see the Inventory Transfers page, which displays all transfer requests across your locations.

Inventory Transfers page showing list of transfer requests with status, from/to locations, and dates

Creating a New Transfer

  1. Click the New Transfer button (usually in the top-right corner)
  2. Select the From Location — this is where the ingredients are currently stored
  3. Select the To Location — this is where you want the ingredients to go
  4. Click Add Item to begin adding ingredients
  5. Search for and select an ingredient from your inventory
  6. Enter the Quantity you want to transfer
  7. Repeat steps 4–6 for each ingredient you need to move
  8. Review your transfer details and click Submit
Tip: Before submitting a transfer, verify that the "From Location" actually has enough stock. BakeOnyx will warn you if you're trying to transfer more than available, but it's good to double-check your quantities.

Understanding Transfer Status

Once you submit a transfer, it moves through a status workflow:

  • Requested — The transfer has been created and is waiting to be picked up or acknowledged by the destination location
  • In Transit — The ingredients are on their way to the destination location
  • Completed — The transfer has been received and confirmed. Stock is automatically deducted from the source location and added to the destination location
  • Cancelled — The transfer was cancelled and no stock changes were made
Note: Stock updates happen automatically only when a transfer is marked as Completed. Until then, ingredients remain in the source location's inventory.

Tracking and Updating Transfers

  1. On the Transfers page, find the transfer you want to update
  2. Click on the transfer row to open its details
  3. Change the status using the Status dropdown:
    • Move from Requested to In Transit when the package leaves
    • Move to Completed when the destination location receives and verifies the items
  4. Click Save to confirm the status change
Warning: Once you mark a transfer as Completed, the stock changes are permanent and automatic. Make sure the receiving location has physically received the ingredients before completing the transfer.

Viewing Transfer History

All transfers — completed, cancelled, and in-progress — are stored in your transfer history. You can:

  • Filter transfers by status, location, or date range
  • See who requested each transfer (tracked by user)
  • View a detailed list of items included in each transfer
  • Export transfer records for accounting or auditing purposes

Best Practices

  • Communicate with your team: Let staff at both locations know when a transfer is in progress so they can prepare for receiving or packing
  • Schedule transfers strategically: Plan transfers during slower periods to avoid disrupting daily operations
  • Verify quantities: Always confirm that received items match the transfer request before marking it complete
  • Review regularly: Check your transfer history monthly to spot patterns in ingredient movement and optimize stock allocation

Next Steps

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