Transferring Inventory

The platform can enable you to track the movement of inventory from one location to another.

When a transfer is made, quantity or other metrics that you define, get deducted from the origin location and incremented or created as new on the destination location.

Prerequisite

Before transferring inventory, they first need to exist under the Inventory section. See the guide on setting up inventory.

If you haven’t set up inventory locations, ensure that they’re set up.

You then need to customize the Transfer Inventory Data Capture fields so that you can gather the details you need about the transferred inventory.

For the fields that need to be adjusted, set the Answer Type as Numeric, for example, Quantity.

There are several ways to transfer inventory.

Inventory transfers from the web app

Option 1 – From the Inventory page

Go to the Manage Inventory > Inventory page. On the table, select the inventory, then click on the Transfer Selected button. Follow the prompts after that, then fill out the form on the page that follows.

Option 2 – From the Transferred Inventory page

Go to the Manage Inventory > Transferred Inventory page, then click on the Add New Records button > Add A Single Record. Alternatively, if there are previously transferred inventories on the table, you can select them and click on the Transfer Selected button.

Option 3 – Importing CSV files

You can also import data by going to the Add New Records > Import From CSV option.

When importing CSV files, ensure that your data is aligned properly as shown on the example templates.

Inventory transfers from the smartphone app

If you have barcodes or NFC tags, you can scan them using our iOS & Android apps, then fill in the form with your inventory details.

On the smartphone app, go to Transfer Inventory.

Inventory transfers via automated workflows

Using Zapier

Using Zapier, you can automate how inventory transfers are recorded in your account. For example, you could edit a Google Sheet or Excel spreadsheet row, and have the data on that row automatically used to create an inventory transfer record.

You first need to set up a Zap trigger.

After that, choose the app Ventipix Asset & Inventory Manager, and the action Create Inventory Transfer.

Click on Continue, then authenticate your account.

In the step that follows, map data from your Zap trigger on to the fields that you want to populate automatically.

Proceed to then test the integration, and turn the Zap on.

Using Microsoft Power Automate

Using Microsoft Power Automate, you can also automate how assets are added to your account from other platforms (flows). For example, you could set up a trigger or schedule whereby data from the source platform is automatically used to create an asset in your account.

In your Power Automate account, set up a new flow, for example, “Automated – from blank” or “Scheduled – from blank“.

After that, choose the connector with the data source, and its appropriate action. If using Excel, you would choose, “list rows present in a table“. For example:

If using Google Sheets, you would choose, “Get rows“. For example:

Once the connector has been set up with all its authentication requirements, and file location details, proceed to add a new step.

In this new step, search for “Ventipix Asset and Inventory” connector. Then, under its Action menu, select, “Create an asset or inventory record“.

In the new prompt, under the Services dropdown, select “Inventory Transfers”.

In the input fields that will then be displayed, select the dynamic content that should go on to them.

On the “Apply to each” prompt, click on the “Create an asset or inventory record” title to expand it.

After that, continue to populate the necessary or required fields with more dynamic content. For example:

Once that’s done, save the entire flow set up, then let it run.

If needed, you can of course add further steps in the workflow.