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Transferring Products

Say you want to pull a few boxes of cigars off the floor, let them age, and sell them next year as a premium line. Or you're bundling a handful of slow movers into a holiday sampler. Or a product came in under one SKU but you're selling it as something else. In every one of those cases the cigars on your shelf haven't changed — but what you're calling them has. That's exactly what the Transfer tool is for.

It takes on-hand stock out of one or more products and moves it into a different product. Nothing is bought or sold — you're just telling TORO "these are now that instead." The count on the products you move out goes down, and the same amount goes onto the destination product. Your inventory stays honest and your reporting stays clean.

It's not for receiving new stock (that's a Purchase Order), logging damage (that's Damaged Items), or changing a price (you'd edit the product). It only moves stock you already have.

Where to Find It

From the main register screen, open the Dashboard (from the Admin menu, choose Dashboard). Click the Inventory tab on the left, then click the Transfer Skus card. (Can't find it? Type "transfer" in the search box at the top right.)

A window titled Transfers opens — that's your list of past transfers, newest at the top. Click + New Transfer and a second window titled Transfer Products opens, which is where you actually build one. Those are the two windows you'll work with.

Boxes vs. Singles — Read This First

This is the one spot people trip on, so it's worth thirty seconds. TORO counts your on-hand in individual units — single cigars — but you usually buy and move product by the box or pack.

The tool does the conversion for you, as long as you tell it which one you mean. If a product is sold as a Box of 20 and you enter 2, that moves 40 cigars out of your inventory — two boxes' worth, not two cigars. Every quantity box on the screen shows you the packaging it's asking about, like "Box (20)," so you're never guessing.

And the Summary panel at the bottom always shows the totals in individual units. If that number ever looks bigger or smaller than you expected, stop and double-check before you finish.

Making a Transfer, Step by Step

1. Name it. Type something clear in the Transfer Name box, like "Aged Padron 2024." TORO won't let you save without a name — it'll say "Give this transfer a name first."

2. Add what you're moving FROM. Click Select Item. A small search window opens titled Take FROM Which Product?. You have two ways to find what you want:

  • Scan its barcode. The product is picked immediately and the window closes.
  • Type part of the brand or the item name and press Enter — "padron", "1964", "maduro toro", it all works, and you don't need the whole name. Matching products come back in a list with their retail price. Double-click the one you want (or click it once and press Select).

Not sure it's the right one? Right-click any row and choose View Item Details, or click it and press the View Item Details button. Looking for something you've retired? Tick Include inactive items at the bottom left and search again.

Next, unless you scanned it, a second window asks which packaging you mean — Box, Pack, or Single. Don't close that window early, or the product won't get added. (A scan skips this step, because the barcode already says which packaging it is.)

After that, a box titled How Many to Move? appears, showing the packaging and how many individual units you have in stock. Enter how many of that packaging to move. Do this for as many products as you need.

To fix a row after adding it, click it, then use + 1 or − 1 to nudge it, Set Quantity to type an exact amount (this one even reminds you how many units are in each package), or Remove to take it off the list.

3. Choose what you're moving INTO. Over in Put INTO this product, click Choose Product… and pick the destination and its packaging — the same search window as before, this time titled Put INTO Which Product?. Its brand, name, and ID numbers show up. (The IDs look technical; you can ignore them, but support may ask for them.) Use Edit Product… to open that product — handy if you need to set its retail price — or Clear to start the destination over. The destination needs a retail price above zero before you can finish.

4. Repeat, if you're making more than one. Leave Number of times at 1 for a normal transfer. Bump it higher to repeat the whole transfer — set it to 10 and you've made ten identical bundles, pulling ten times the product listed above.

5. Check the Summary. The Summary (in individual units) panel shows what's leaving ("Old Item Skus") and what's arriving ("New Item Sku"), with the profit change up top. Give it a quick look — make sure the quantities and dollars match what you intended.

6. Save it. Two choices:

  • Save as Draft parks it without moving any stock. The window closes and your transfer shows up in the Transfers list in yellow. Come back and finish it whenever.
  • Complete Transfer is the one that actually moves the stock. The window closes, the transfer shows green in the list, and your on-hand counts update right away.

One heads-up: if you click Cancel or the X after making changes, you'll get a "You have unsaved changes. Close without saving?" prompt. Say No if you didn't mean to walk away.

7. Print the labels. Right after you click Complete Transfer, TORO asks whether you want to print a barcode label for what you just made — twelve samplers, twelve labels — so the bundle can be scanned at the register straight away. Say Yes and they print; say No and nothing does. Either way the transfer is already saved, so this question can never undo it.

If the product you transferred into can't be labeled yet, TORO asks about that first: "These labels can only print TORO's own 13-digit barcode, and [product] does not have one yet. Create one now so you can label what you just made?" Say Yes and it makes one, then asks about the labels.

That question can surprise you on a product that already has a barcode sticker from the manufacturer. It isn't a mistake: these small labels can only print TORO's own 13-digit code, and a manufacturer UPC is usually 12 digits. Saying Yes adds a TORO barcode alongside the manufacturer one — the old barcode keeps working at the register.

If that first question never appears and you know the product has no TORO barcode, it's because creating barcodes is a permission not every login has. TORO tells you so, and a manager can create one from the product's details screen.

One thing to know about the count: you get one label per package, not per cigar. Twelve samplers is twelve labels. If you transferred into a "Box of 20," that's one box label — not twenty.

Drafts vs. Completed Transfers

A draft (yellow) is saved but hasn't touched your inventory — edit it as much as you like. A completed transfer (green) has moved the stock for real.

To open one from the list, double-click it or select it and click Open Selected.

Repeating a Transfer

The Repeat panel is what makes grab-bags and samplers painless. Build the transfer once — the products going in, the bundle they become — then set Number of times to however many bundles you're making. TORO multiplies the whole thing. Ten samplers, one transfer.

Reopening a Completed Transfer

Made a mistake on one you already completed? It can be fixed, but it's a manager-only job — the Reopen to Edit button stays grayed out unless a manager is logged in. If it's grayed out, that's your cue to have a manager sign in.

Here's the important part: reopening immediately reverses the inventory move so the transfer can be edited. If you reopen it and then close the window without completing it again, the stock stays reversed. TORO warns you and asks you to confirm before it does this, so read that message.

A Few Things Worth Knowing

  • Copy Details copies the whole transfer — number, status, name, date, employee, the products and quantities, the destination — straight to your clipboard. Perfect for pasting into an email to support.
  • Not enough stock? If you try to complete a transfer that moves more than you have, a Not Enough Stock window lists each short product (showing need this, have that) and asks if you want to continue anyway, which would push that count negative. It won't stop you — it just makes sure you meant it.
  • Duplicate Selected starts a fresh draft pre-filled from an existing transfer — great for bundles you make again and again. A quick message confirms the new draft was started; click OK and review it before completing. It even carries over the repeat count.
  • Find by # jumps straight to a transfer if you know its number.
  • No label printer set up? The label questions still appear, but TORO will tell you the small label printer isn't configured for that station when it tries to print. Nothing happens to the transfer — it's already done.

A Real Example: A Holiday Sampler

Say you want twelve identical samplers, ten cigars in each.

Name it "Holiday Sampler 2026." Use Select Item to add each of the ten cigars — search or scan, pick Single (1), enter 1. Then Choose Product… for your "Holiday Sampler" product, and make sure it has a retail price. Set Number of times to 12.

Now check the Summary: it should show 120 cigars leaving (twelve samplers times ten cigars) and 12 samplers arriving. Click Complete Transfer, and each of those ten cigars drops by 12 on-hand while the sampler rises by 12 — instantly.

When Something Looks Off

  • You clicked Save and the window vanished. That's normal — both Save as Draft and Complete close the window and drop you back on the Transfers list. Your transfer is right there, yellow if it's a draft, green if it's done.
  • You put in a box but only one unit moved. Double-check you picked the right packaging in that second window, and look at the Summary, which always shows the real effect in individual units.
  • A product won't add to the list. Adding takes two windows — product, then packaging. If you closed the second one, nothing gets added. Also make sure the product has at least one packaging set up.