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Multi-Establishment Inventory Transfer

By Kelsey | Updated

Anything marked with an asterisk (*) is not available until Version 2.55, which you may not be using yet. Here's how software updates work with Revel:

  • Your Management Console will automatically upgrade to the newest version in mid-October. No action is required!
  • Your new Revel Point of Sale app will be available shortly after that. Once it's available, head here for update instructions.
  • For a complete overview of how releases work at Revel, head here.

Overview

If you have multiple establishments with Revel, you can easily transfer inventory between establishments to ensure you have the most updated inventory quantities available.


Contents


Transferring Inventory

Before you’re able to transfer inventory between establishments, the products or ingredients you want to transfer must be created in all establishments, otherwise they are ineligible for transfer. This means the product name, barcode or SKU, and all  other product details must match. To perform a transfer:

  1. On the Management Console ([yoursubdomain].revelup.com), go to the Inventory tab of the establishment from which you’re transferring inventory.
  2. Click the Transfer tab and then click New Transfer:

  1. Type in a product's Name, Barcode, SKU, or BIN in the search box. Select the product to be transfered.
  2. Next, select the destination establishment, which is the establishment the inventory is being sent to.
  3. Enter the Quantity to be transferred. Click Add to add the product to the transfer list:

  1. Add all items that need to be transferred and enter their transfer quantities.
  2. When all items have been added to your outgoing transfer, click Save.
  3. The Outgoing Store Transfer screen provides info about the selected sending and receiving stores. This page also shows a review of the items being transferred and allows you to make any last minute adjustments. Once you click Finalize, the transfer cannot be edited. Click Yes from the Finalize Transfer window to confirm:

  1. Click Send. This will send the items from the source establishment to the destination establishment and adjust the inventory. The status of the transfer will be updated to Sent on the Transfer List page.

Receiving Transferred Inventory

To receive the transferred inventory:

  1. Navigate to the receiving establishment. Click the Inventory tab and then the Transfer tab.
  2. If there is a transfer ready to receive, the Inbound Store Transfer will automatically appear.
  3. Click the green Receive Items button:

  1. Enter the amount you received under the Receiving QTY field and fill out the Transfer Receipt # if applicable. Then, click Receive Items. Your inventory quantity will update by the quantity received:


Currently, when conducting a store-store transfer, it is possible for an establishment to receive more inventory than what was originally sent from the transfer. In Revel’s 2.51 release, you will no longer be able to do so. This will provide better proper inventory controls and reduce inaccurate inventory counts, due  to human error.


Allow Partial Receipt of Transfers

You can decide whether your establishment will allow partial receipt of transfers or not. To do so:

  1. Go to Settings on your Management Console
  2. Click Clear Selections and type Enable Partial Receipt or Transfers in the search box. Click the box next to Enable Partial Receipt or Transfers so the settings appear.
  3. Disabling this setting means your location will only accept full receipts of transfers.
  4. Click Save:


Allow Cost Adjustment During Transfers

Your employees can change the cost of items during store to store transfers. To enable this:

  1. Go to Settings Search Allow users to adjust cost during transfers  Enable this setting > Save:

2. If enabled, the receiving store will be allowed to adjust cost upon receiving the transfer:


Allow Transfers to Only Stores Within Establishment Groups

By allowing transfers to only stores within Establishment Group,

  1. Go to Settings on your Management Console.
  2. Click Clear Selections.
  3. Type Allow transfers to only stores within your establishment group in the search box.
  4. Check the box next to Allow Transfers to Only Stores Within Establishment Groupso the setting appears.
  5. Enabling this setting means your location will only be able to send and receive inventory transfers to/ from other establishments within its establishment group
  6. Click Save:

If you’d like to learn more, take a look at our Establishment Hierarchy Tree guide.


*Enabling Transfers on the Point of Sale

An employee needs permission to transfer inventory on the point of sale. To set the permission:

  1. On the Management Console ([yoursubdomain].revelup.com), go to the Employeess tab.
  2. Click Permissions.
  3. Click POS Role Permissions

    pospermissions.jpg
  4. Scroll down to the row of checkboxes labeled Inventory - Transfer. Check the box in line with a role to grant that role point of sale transfer permission.

    inventorytransferpermission.jpg
  5. Scroll back up and click Save.

    pospermissionssave.jpg

*Transferring Inventory on the Point of Sale

  1. On the point of sale dashboard, tap Inventory:

    dashboard_inventory.jpg
  2. Enter the product you want to transfer to another establishment. You can scan the product, enter the barcode, or enter part of the product name and select the product from the pop-up.
  3. Tap Submit:

    transfer_enterproduct.jpg
  4. Tap the Transfer icon:

    transfer_icon.jpg
  5. In the pop-up, fill in the transfer details:
    1. Select an inventory unit for the transfer. Inventory units must be set in advance.
    2. Enter the quantity of the unit you want to transfer. For instance, if you want to transfer 2 cases of 24 cans of soda, choose case for the unit and enter 2 under quantity:

      transfer_qtyunit.jpg
    3. Tap the Establishment drop-down:

      transfer_establishment1.jpg
    4. Choose the establishment that will receive the transfer and tap OK:

      transfer_establishment2.jpg
    5. If you want to include any comments on the transfer, enter them in the Remarks field.
    6. Tap the Adjust Cost toggle if you want to allow the receiving establishment to adjust the cost of the products. (This setting needs to be enabled on the Settings tab of the Management console before you can use it.)
    7. Tap OK:

      transfer_otherstuff.jpg
  6. A pop-up will appear with a summary of your transfer. Tap OK.

    transfer_summary.jpg

 


Have more questions? Submit a request

Multi-Establishment Inventory Transfer

By Kelsey | Updated

Follow

Anything marked with an asterisk (*) is not available until Version 2.55, which you may not be using yet. Here's how software updates work with Revel:

  • Your Management Console will automatically upgrade to the newest version in mid-October. No action is required!
  • Your new Revel Point of Sale app will be available shortly after that. Once it's available, head here for update instructions.
  • For a complete overview of how releases work at Revel, head here.

Overview

If you have multiple establishments with Revel, you can easily transfer inventory between establishments to ensure you have the most updated inventory quantities available.


Contents


Transferring Inventory

Before you’re able to transfer inventory between establishments, the products or ingredients you want to transfer must be created in all establishments, otherwise they are ineligible for transfer. This means the product name, barcode or SKU, and all  other product details must match. To perform a transfer:

  1. On the Management Console ([yoursubdomain].revelup.com), go to the Inventory tab of the establishment from which you’re transferring inventory.
  2. Click the Transfer tab and then click New Transfer:

  1. Type in a product's Name, Barcode, SKU, or BIN in the search box. Select the product to be transfered.
  2. Next, select the destination establishment, which is the establishment the inventory is being sent to.
  3. Enter the Quantity to be transferred. Click Add to add the product to the transfer list:

  1. Add all items that need to be transferred and enter their transfer quantities.
  2. When all items have been added to your outgoing transfer, click Save.
  3. The Outgoing Store Transfer screen provides info about the selected sending and receiving stores. This page also shows a review of the items being transferred and allows you to make any last minute adjustments. Once you click Finalize, the transfer cannot be edited. Click Yes from the Finalize Transfer window to confirm:

  1. Click Send. This will send the items from the source establishment to the destination establishment and adjust the inventory. The status of the transfer will be updated to Sent on the Transfer List page.

Receiving Transferred Inventory

To receive the transferred inventory:

  1. Navigate to the receiving establishment. Click the Inventory tab and then the Transfer tab.
  2. If there is a transfer ready to receive, the Inbound Store Transfer will automatically appear.
  3. Click the green Receive Items button:

  1. Enter the amount you received under the Receiving QTY field and fill out the Transfer Receipt # if applicable. Then, click Receive Items. Your inventory quantity will update by the quantity received:


Currently, when conducting a store-store transfer, it is possible for an establishment to receive more inventory than what was originally sent from the transfer. In Revel’s 2.51 release, you will no longer be able to do so. This will provide better proper inventory controls and reduce inaccurate inventory counts, due  to human error.


Allow Partial Receipt of Transfers

You can decide whether your establishment will allow partial receipt of transfers or not. To do so:

  1. Go to Settings on your Management Console
  2. Click Clear Selections and type Enable Partial Receipt or Transfers in the search box. Click the box next to Enable Partial Receipt or Transfers so the settings appear.
  3. Disabling this setting means your location will only accept full receipts of transfers.
  4. Click Save:


Allow Cost Adjustment During Transfers

Your employees can change the cost of items during store to store transfers. To enable this:

  1. Go to Settings Search Allow users to adjust cost during transfers  Enable this setting > Save:

2. If enabled, the receiving store will be allowed to adjust cost upon receiving the transfer:


Allow Transfers to Only Stores Within Establishment Groups

By allowing transfers to only stores within Establishment Group,

  1. Go to Settings on your Management Console.
  2. Click Clear Selections.
  3. Type Allow transfers to only stores within your establishment group in the search box.
  4. Check the box next to Allow Transfers to Only Stores Within Establishment Groupso the setting appears.
  5. Enabling this setting means your location will only be able to send and receive inventory transfers to/ from other establishments within its establishment group
  6. Click Save:

If you’d like to learn more, take a look at our Establishment Hierarchy Tree guide.


*Enabling Transfers on the Point of Sale

An employee needs permission to transfer inventory on the point of sale. To set the permission:

  1. On the Management Console ([yoursubdomain].revelup.com), go to the Employeess tab.
  2. Click Permissions.
  3. Click POS Role Permissions

    pospermissions.jpg
  4. Scroll down to the row of checkboxes labeled Inventory - Transfer. Check the box in line with a role to grant that role point of sale transfer permission.

    inventorytransferpermission.jpg
  5. Scroll back up and click Save.

    pospermissionssave.jpg

*Transferring Inventory on the Point of Sale

  1. On the point of sale dashboard, tap Inventory:

    dashboard_inventory.jpg
  2. Enter the product you want to transfer to another establishment. You can scan the product, enter the barcode, or enter part of the product name and select the product from the pop-up.
  3. Tap Submit:

    transfer_enterproduct.jpg
  4. Tap the Transfer icon:

    transfer_icon.jpg
  5. In the pop-up, fill in the transfer details:
    1. Select an inventory unit for the transfer. Inventory units must be set in advance.
    2. Enter the quantity of the unit you want to transfer. For instance, if you want to transfer 2 cases of 24 cans of soda, choose case for the unit and enter 2 under quantity:

      transfer_qtyunit.jpg
    3. Tap the Establishment drop-down:

      transfer_establishment1.jpg
    4. Choose the establishment that will receive the transfer and tap OK:

      transfer_establishment2.jpg
    5. If you want to include any comments on the transfer, enter them in the Remarks field.
    6. Tap the Adjust Cost toggle if you want to allow the receiving establishment to adjust the cost of the products. (This setting needs to be enabled on the Settings tab of the Management console before you can use it.)
    7. Tap OK:

      transfer_otherstuff.jpg
  6. A pop-up will appear with a summary of your transfer. Tap OK.

    transfer_summary.jpg

 

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