Transfer Supplies in IMS

Document supply transfers in the Inventory Management System to maintain accurate item quantities.

Enabling and Disabling Stock Transfers
Transferring between Stock Areas
View Transfer History
FAQ

Enabling and Disabling Stock Transfers

Stock Transfers are enabled by default.

1. On the web portal, navigate to Inventory > Inventory Management System.
2. Open the Settings tab and select Stock Transfers.
3. Enable Stock Transfers, then enable/disable by stock area type.
   • Items cannot be transferred from stock areas with transfers disabled.

Transferring between Stock Areas

Transfers document the movement of supplies between stock areas.

Transfers are only available in the web portal. Use Supply Requests to move supplies between stock areas on JM Connect.

1. In IMS, select the Stock Areas tab.
2. Open the Stock Areas tab.
3. Click the Edit Pencil for a stock area.
4. Go to the Inventory subtab to view assigned supplies.
5. In the Action column, select Transfer.
6. Fill out the fields. Required fields are marked with an asterisk (*):
   • Destination Stock Area* - Where the item(s) will be moved to. Items can only be transferred to assigned stock areas.
   • Transfer QTY* - The transferred amount.
   • Notes - Any details related to the transfer.
     • Transfer Notes are visible on the Stock Adjustment/Ledger report Excel export.
7. Select Save to confirm.

View Transfer History

Use the following pages to view supply item movement between stock areas.

Stock Adjustment/Ledger Report

1. In IMS, navigate to Reports > Stock Adjustment/Ledger.
2. Click the Search bar to filter by item, adjustment type (transfer, purchase, request, etc.), and more.

Stock Area > Inventory

1. In IMS, navigate to Stock Areas > Edit Pencil > Inventory.
2. Click the + icon for a supply item to view its Stock Adjustment/Ledger.

FAQ

Question: Why are some stock areas missing from the Destination Stock Area dropdown?

Answer: Items can only be transferred to stock areas they’re assigned to. Update the Supply Item Mapping to add the item to other sites.

Question: Are Transfers the only way to move supplies between stock areas?

Answer: No, supplies can also be moved using Supply Requests.

For more information, or to send in a request to the Janitorial Manager support department, use the red 'Help' button in the bottom right corner of any Help Desk article.