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Creating and Sending Transfers

  • Updated

Available in:  Agile |  Aware  | Analyzer  | Multi-Outlet

 

Transferring inventory and prep recipe on-hand quantities between Units improves allocation, enhances operational efficiency, and supports better inventory management. It also enables centralized data access, reduces duplication, and ensures consistency across Units.

Transfers and Recipe Share rely on the ingredient or recipe name to match data between Units. When data is transferred or shared for the first time, the receiving Unit imports it using the sending Unit’s naming description. If the name is changed in either Unit, reciProfity won’t recognize it during future transfers—resulting in duplicate ingredients or recipes.

  • Use the ingredient merge feature to clean up duplicates.
  • There is no recipe merge option, so consistency is key.
  • To prevent naming conflicts, assign lower authorization rights to users who should not modify ingredient or recipe names.

Before You Begin

Make sure you’ve completed Transfer Setup at both the sending and receiving Units. This includes activating your subscription and assigning transfer permissions.

 

Create Transfer Name Profiles

  1. Click the hamburger menu in the upper left corner.

  2. Expand Manage Inventory.

  3. Select Transfers.


  4. On the Transfer page, click Transfer Name to create a new profile.


  5. Enter a unique name for the Transfer.
  6. Choose the Sending Unit and Receiving Unit.


  7. Click Save and Close.

All Transfer Name profiles appear in the Transfer Name console.

  • Click a profile name to open and edit it.

Send a Transfer

  1. Click the icon to create a new transfer.


  2. Choose the Products and Quantity to transfer.
    • The Edit Transfer screen functions similarly to Invoices and Requisitions.
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  3. Once the transfer is saved, inventory and prep recipes are:
    • Added to the receiving Unit
    • Depleted from the sending Unit
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Additional Options

  • Suspend a Transfer if needed.
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  • Clone a Transfer to reuse the same items:
    • Click the Clone icon in the Actions column next to the transfer you want to duplicate.

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