Step by step
- Open Transfer > Add Transfer Stock. Sender Location shows your own shop.
- If the goods leave from a warehouse, choose it in Send At; leave it empty to send from the shop stock.
- Choose the Receiver Location (required): a shop or the BackOffice. In Receive At choose a warehouse of the receiver, or leave it empty for its shop stock. Check the Transfer Date.
- In Search Product type the name or code, or scan the barcode. When Serial/IMEI is used, scan the number in Serial/IMEI No. to add that unit.
- Enter the Send Quantity and choose the Unit. Unit Cost (Exc. Tax) is filled in and the ST box shows the stock. Press Add, and repeat for every product.
- Total Item & Qty and Total Stock Value add up the table. Write a Note if needed.
- Choose the paper size in Print at the top, then press Save & Print to save and print, or Save to save and open the Transfer Stock List.
Good to know
- Choose the Receiver Location before you search products. Changing the receiver later empties the table, after a question, because the costs are in the currency of the receiver.
- Sender and receiver cannot be the same place. Inside one shop you can move stock between the shop and a warehouse, or between two warehouses.
- The Send Quantity must be more than zero and not more than the stock at the sending place.
- Saving lowers the stock of the sender at once and writes a Transfer Stock line (out) in the product ledger. The stock of the receiver goes up only when they receive it under Receive Transferred Stock.
- When the BackOffice sends to a shop that uses another currency, the unit cost is converted automatically.
- Transfer can be used only when your plan has more than one shop, the BackOffice or a warehouse, and by a user with the permission to add transfers.