Use a Transfer document to send inventory from one store to another. Then use a Transfer Receipt document to confirm the items were received by the destination store.
This process uses two connected purchase document types:
Document Type | Purpose | Can You Add New Items? | Can You Pull Items from Existing Documents? |
Transfer | Starts the transfer process by sending items from one store to another. | Yes | No |
Transfer Receipt | Confirms that the receiving store has received the transferred items. | No | Yes (via "From Transfer" button) |
Create the transfer
Open Pavilion B2B.
Go to the Purchases tab.
Click New.
Select the Transfer record type.
Click Next.
Select the Source Store. This is the store sending the inventory.
Select the Receiving Store. This is the store receiving the inventory.
Complete any required fields.
Click Save.
Add items to the transfer
Open the transfer document.
In the Document Line Items section, click Add.
Click the Inventory Item field.
Select the inventory item you want to transfer.
Complete any required item details.
Click Save.
Repeat these steps for each item being transferred.
ℹ️ Only items marked as in Stock are available for adding.
Post the transfer
Review the transfer document to confirm the source store, receiving store, and items are correct.
Click Post.
Confirm the action.
Posting the transfer confirms that the inventory is being sent from the source store.
Receive the transferred items
From the posted transfer document, click Receive.
Select the items you want to receive.
Click Next.
Choose how you want to create the transfer receipt:
Create New: You want to create a new Transfer Receipt for this transfer.
Pick Existing: You want to add the items to an existing Transfer Receipt.
lick Receive.
Pavilion opens the related Transfer Receipt record.
Review the Transfer Receipt.
Click Post.
Confirm the action to finalize the receipt.
Once the Transfer Receipt is posted, the items are received into the destination store’s inventory.