This article outlines how to move products between branches while also adjusting product levels accordingly.
In this Article
Creating the Transfer
Open the location you wish to transfer Products from, then go to Manager > Inventory Transfer/Stock Transfer.
Click New Stock/Inventory Transfer
Select the location where you want to transfer products. You can also add a description for this transfer if you wish to note anything for future reference. Then, click OK.
Adding Products to the Transfer
Use the filters at the top of the screen to find the product(s) you wish to transfer.
To include a product in the transfer, update the Qty field for that product and specify the quantity to add.
Automatically Transfer Maximum
You can use the Automatically transfer up to max stock/inventory button to auto-fill the Qty for each product.
The Qty will automatically update to match the Max amount of the location you are transferring TO but will avoid decreasing the existing quantity in the FROM location below its Min amount.
For example, in the image above, the quantity for the first product is automatically set to 155, even though the maximum allowed quantity is 250. This is because there are currently 175 products available in the FROM branch, but the minimum required quantity in that branch is 20. Therefore, the available quantity is calculated as 175 minus 20, resulting in 155.
The Qty will only auto-fill for products that match your selected filters when you click the Automatically transfer... option. This lets you quickly add products by filtering your selections, clicking the option, saving a draft, and closing it. You can then repeat this process with other brands or categories as needed.
Saving and Reviewing the Transfer
It is recommended to always select Save Draft while you're creating your transfer.
Drafts will be visible from the Stock/Inventory Transfers main screen.
This will allow you to leave and return to the product transfer without applying it, whereas clicking Save & Apply will automatically apply the transfer, resulting in your product quantities updating in both the TO and FROM locations immediately.
To review a transfer, click the "Updated quantities only" filter to display only the products for which you have entered a transfer quantity.
The location receiving the transfer can also go to the Incoming tab to review (and apply) the transfer after you've saved it, if preferable.
Applying the Transfer
When you're ready to apply the transfer, check the box beside the pending transfer and select Apply Stock/Inventory Transfer.
The product quantities for both locations will be immediately updated.
This cannot be undone, so make sure to review your transfer before applying it.