Case studies
MES

Epicor Stock Transfer Balancing for Multi-Store Inventory Optimization

Case study showing how three hardware retailers used Epicor Stock Transfer Balancing to automate transfers, cut inventory value, and raise turns.

Published
June 4, 2026
Read time
3 min read
Source

Dr. Ike’s Home Centers, Duke’s Ace Hardware, and Cole Hardware implemented the Epicor Stock Transfer Balancing module to replace manual SKU entry and paper-based transfers. The solution lets each store run a report, select overstock items above a set dollar threshold, and automatically generate transfers while updating on-hand balances. Results included an $80,000 reduction in inventory value, one additional inventory turn, and a six-fold decrease in weekly Ace co-op ordering time.

Key takeaways

Automated transfer creation replaced manual SKU entry and reduced human error

Inventory value dropped $80,000 and turns increased by one across three chains

Weekly Ace co-op ordering time fell from 24 hours to 6 hours for four locations

Transfers now executed on C and D items when transfer value exceeds $50

Freed cash flow used to fund new merchandise lines without added purchases

Market overview

SCR methodology note

Vendor landscape

Leaders

Implementation considerations

Important consideration