Create a Batch Transfer

Batch Transfer can be used to expedite the transfer of a large amount of products to another location using your inventory scanner.

1. Create an Inventory Event (e.g.: Transfers to KFlo's Bikes Madison). 
   1. Note: You will not reconcile this event, it will be used to create the file needed for Batch Transfer.
   2. Check out our article, Inventory Center - Creating and Navigating Inventory Events for steps on creating an inventory event.
2. Scan all products being transferred to a specific location using your inventory scanner (EA500, EA520, or EA660).
3. Once all products are scanned we will run a custom query (below) to get the results from the scanned file(s).
4. Ascend desktop > Reports > SQL Query
   1. Note: Check out our article, Reporting - How to Run a Custom Query if you are unfamiliar with running a custom query.

WITH SerialNumberScans      
AS      
(SELECT InventoryScan.ItemID, Products.TopicID, [Topic] = Categories.Topic, [ProductID] = Products.ID, Products.Description, Products.UPC, [SKU] = PRoducts.[Store UPC]      
FROM InventoryScan      
LEFT JOIN SerialNos on InventoryScan.ItemID = SerialNos.Id      
LEFT JOIN Products on SerialNos.ProductID = Products.ID      
LEFT JOIN Categories on Products.TopicID = Categories.ID      
WHERE InventoryScan.DateCreated BETWEEN <<StartDate>> AND <<EndDate>>      
AND InventoryScan.ScanType = 1      
AND InventoryScan.Hide = 0)      
SELECT [Qty , UPC/SKU] = CAST(InventoryScan.Count as nvarchar) + ',' +      
CASE      
WHEN InventoryScan.ScanType = 1       
THEN Coalesce(NULLIF(SerialNumberScans.UPC,''),SerialNumberScans.SKU)      
ELSE Coalesce(NULLIF(Products.UPC,''),Products.[Store UPC])      
END      
,[SectionNumber] = InventorySection.Number      
FROM InventoryScan      
LEFT JOIN InventoryGroup ON InventoryScan.InventoryGroupId = InventoryGroup.ID      
LEFT JOIN InventorySection ON InventoryGroup.InventorySectionId = InventorySection.ID      
LEFT JOIN InventoryEvent ON InventorySection.InventoryEventId = InventoryEvent.ID      
LEFT JOIN Products ON InventoryScan.ItemId = Products.ID      
LEFT JOIN SerialNumberScans ON InventoryScan.ItemID = SerialNumberScans.ItemId      
WHERE InventoryScan.DateCreated BETWEEN <<StartDate>> AND <<EndDate>>      
AND InventoryScan.Hide = 0      
ORDER BY InventorySection.Number

5. Export the results to an XLSX file, and open it in Excel, Google Sheets or Excel online.
6. Copy the column titled ‘Qty, UPC/SKU’ without the header.
7. Paste the column into a blank Notepad.
8. Save the document.

9. In Ascend navigate to Check-Out Transfers.
10. Click on the Batch Transfer icon to find and select your document. 

11. In the Batch Transfer prompt, select the location you want to transfer the products to.
12. Click OK.

12. If there are any errors during the import, you’ll receive a popup letting you know. Otherwise, the items will simply be added to your Check Out Transfers window.

13. Complete transfer process as usual. 

Note: If you’ve scanned products with an MC2180* inventory scanner, the scan file created is already in this format. The MC2180 device is unsupported by the Ascend support team.      
 

KB25-017