---
title: "Create, edit, and copy inventory transfers"
slug: "create-edit-and-copy-inventory-transfers-1"
updated: 2026-10-15T00:45:44Z
published: 2026-10-15T00:45:44Z
canonical: "help.servicetitan.com/create-edit-and-copy-inventory-transfers-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create, edit, and copy inventory transfers

## Overview

Create transfers to move inventory items between two different inventory locations. This allows you to track your inventory items more precisely. After you create a transfer you can copy it and edit the quantity on a transfer.

---

### 

#### Who uses this feature

- Office employees, technicians, and managers

#### Feature configuration

- Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details.

> [!NOTE]
> **Note:** If these instructions don't work and you use the version with the enabled *Transfers to Job* feature, see [Create transfers using the Transfers to Job feature](/construction/docs/create-transfers-using-the-transfers-to-job-feature-1).

[Create, edit, and copy inventory transfers Video](https://fast.wistia.net/embed/iframe/1ra4bss0nb?web_component=true&seo=true&videoFoam=false)

## Things to know

- You can also create transfers for serialized items, as well as edit the serial number and quantity on a transfer. For more information, see [Serialized Inventory](/construction/docs/get-started-with-serialized-inventory).

> [!NOTE]
> **Note:** If the item is **Serialized**, then the serial number must be selected before the **Transfer** can be moved to the **Picked** status.

## Create a transfer

1. Go to the navigation bar and click **Inventory![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-edit-and-copy-inventory-transfers-image-u7iyyrjj.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D)**.

> [!NOTE]
> **Note:** For auto-receive transfer types, the date picked and date received default to the date created. You can back-date or future-date a transfer by a maximum of 183 days.
2. From the side menu, select **Transfers**.
3. On the *Transfers* screen that opens, click **Create New**.![A cursor clicking Create New on the Transfers screen to create a new transfer.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-edit-and-copy-inventory-transfers-image-p13zx0zd.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D) The *Create Transfers* screen opens.
4. In the *Transfers Details* section, enter the transfer details.![Image showing the transfer details section.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-edit-and-copy-inventory-transfers-image-98uj0syb.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D)
5. Go to the *Item List* section.
6. From the **Select an item** dropdown field, select the item you want to add.

> [!TIP]
> **Tip:** Search for an item by its name, code, description, or part number.

![A cursor selecting item from the item dropdown field to add to transfer.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-edit-and-copy-inventory-transfers-image-ot8fn9xo.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D)
7. In the **Qty to Transfer** field, select the quantity you want to transfer.
8. When you have entered transfer details and added all items, click **Save**.

> [!NOTE]
> **Note:** To add multiple items on one transfer, click the **Plus![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-edit-and-copy-inventory-transfers-image-tngucsb1.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D)**icon and then use the item code, description, or vendor part to find the item you want to be on the transfer. To remove the item from a transfer, click the **Delete![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-edit-and-copy-inventory-transfers-image-vd0vyok1.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D)**icon.

The items are now ready to be picked up for the transfer. See [Inventory item transfer workflow](/construction/docs/inventory-item-transfer-workflow) for more details.

> [!NOTE]
> **Note:** If the **Transfer Type** is set to auto-receive, then the status of the transfer is **Received**. You can view all received transfers in the **Received** tab of the *Transfer* page.

## Edit a serial number on a transfer

> [!NOTE]
> **Note:** You can only add or change serial numbers for transfers that are in **Pending** status.

1. Go to the navigation bar and click **Inventory![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-edit-and-copy-inventory-transfers-image-2zlkma2p.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D)**.
2. From the side menu, select **Transfer.**
3. On the *Transfers* page that opens, select the transfer you want to edit. The transfer record opens.
4. From the **Actions** dropdown, select *Edit*.![A cursor clicking Edit on the Transfer record screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-edit-and-copy-inventory-transfers-image-369d9mml.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D)
5. Go to the *Item List* section and click the **Edit![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-edit-and-copy-inventory-transfers-image-gular98c.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D)**icon under the *Serial Numbers* column for the item you want to edit.![A cursor clicking Edit to update the serial number.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-edit-and-copy-inventory-transfers-image-aw1bmdaa.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D) A screen opens where you can edit the serial number.
6. Select a new serial number from the dropdown field. ![A cursor adding a new serial number to the item.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-edit-and-copy-inventory-transfers-image-6ip9hgo3.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D)
7. When you're done, click **Save** on the pop-up window and then on the transfer page.

## Edit a quantity on a transfer

1. Go to the navigation bar and click **Inventory![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-edit-and-copy-inventory-transfers-image-5dp5tvku.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D)**.
2. From the side panel, click **Transfer**.
3. On the *Transfer* page that opens, select the transfer you want to edit. The transfer record opens.
4. From the **Actions** dropdown, select *Edit*.
5. In the *Item List* table, edit the quantity of an item on a transfer in the *Qty to Transfer* column.
  1. If you increase the quantity, click **Edit![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-edit-and-copy-inventory-transfers-image-e6b9831j.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D)**in the *Serial Numbers* column and select the additional serial numbers you want to transfer from the pop-up.
  2. If you decrease the quantity, click **Edit![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-edit-and-copy-inventory-transfers-image-wzmbinfb.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D)**in the *Serial Numbers* column and remove the serial numbers for the item that you didn't transfer from the pop-up.
6. When you're done, click **Save** on the pop-up window and then on the transfer page.

> [!NOTE]
> **Note:** When moving the transfer from **Pending** to **Picked** or **Received**, all the serial numbers for the items you want to transfer should be selected. This enables you to mark the transfer as **Picked** or **Received**.

## Copy a transfer

After copying a transfer, you can make edits to the copied transfer to create a new transfer.

1. Go to the navigation bar and click **Inventory![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-edit-and-copy-inventory-transfers-image-4kax2ldv.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D)**.
2. From the side menu, select **Transfers**.
3. Select the transfer you want to copy. The transfer record opens.

> [!NOTE]
> **Note:** You can edit a transfer that is in **Pending**, **Picked**, or **Received** status.
4. From the **Actions** dropdown, select *Copy*.![A cursor selecting Copy from the Actions dropdown field.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-edit-and-copy-inventory-transfers-image-4vso92cq.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D) The *Create a Transfer* screen opens.
5. Enter all the necessary details for your transfer and click **Create** to create a new transfer.

## Want to learn more?

- See [Serialized Inventory](/construction/docs/get-started-with-serialized-inventory)
- See [Inventory item transfer workflow](/construction/docs/inventory-item-transfer-workflow)