Step by step
- Open Transfer > Transfer Stock List.
- Press Filter Options and choose Created From (for an admin who sees every shop), Receiving Status (Pending, Partial or Completed), From Date and To Date. Press Filter.
- To find one voucher type in the search box. A search looks through all dates, not only the dates of the filter.
- Send From and Send To show the shop and warehouse on each side. Total Send Qty, Total Received Qty and Total Pending Qty show how far the receiving has come.
- Click the Voucher No, or Action > View, to see the details and print the voucher. Action > Edit changes the transfer and Action > Delete removes it.
- The Total row adds up the quantities and Total Stock Value of the filtered list. New opens Add Transfer Stock; Excel, Pdf and Print export the list.
Good to know
- Edit and Delete are shown only for transfers made by your own shop, to users with those permissions.
- A transfer that is partly or fully received cannot be deleted.
- Deleting a pending transfer puts the stock back at the sender.
- A user who may see only their own transactions sees only the transfers they sent.
- Transfers sent to you are received under Receive Transferred Stock, not here.