IMPORTANT NOTICE: The contents of this article are for the Legacy Item Transfers feature in the Legacy Ops module. Customers that are new to R365 as of 4/1/21 have been automatically updated to the new Smart Ops experience.

Customers that have been using R365 prior to 4/1/21 will be migrated to the new Smart Ops experience over the next several months. If you have received the Smart Ops experience upgrade, please refer to the updated article.

The Item Transfer form allows you to record Item Transfers between Locations. This will ensure your costs are transferred accordingly. 


To review existing Item Transfer records, open the ‘Inventory Transactions’ list in the Operations module.

Create an Item Transfer

To create a new Item Transfer, hover over the 'Item' menu, then the 'Transactions' sub-menu and select 'Item Transfer'. The Item Transfer form will open in a new tab. 

Item Transfer Form

Step 1: Update the Header fields

Number: The transaction Number is auto-generated and should not need to be changed.  The Number prefix can be adjusted on the Autonumbering page
Date: The date of the Item Transfer
Transfer From: Restaurant item is being transferred from
Transfer To: Restaurant item is being transferred to
Comment: Summary comment regarding the transfer

Step 2: Enter the item, quantity and a detail comment (comment is optional) of each item being transferred and click 'Add' to add each line item

Step 3: Once you have completed the header and added all the items being transferred, select ‘Save’ in the top ribbon.  

Step 4: Now that you have saved the ‘Item Transfer’ you can print a ‘Transfer Sheet’.  To do so, hover over the 'Action' menu and select ‘Print Transfer Sheet’.

A new window will appear. Click on the 'Save' icon to create PDF and print.

Now that you have printed the transfer sheet, select ‘Save & Close’, or 'Approve & Close' to finalize the transfer.