Creating Transfers

A stock transfer can be created against either the dispatching site or the receiving site. 

To create a new transfer, head to Inventory Management > Transfers > Transfers and select [New Transfer].

In the New Transfer window, select a Transfer Template if required, then select [Create Transfer].

Transfer Details

Within the transfer, select:

• From Site: The site that is dispatching the stock. 
• To Site: The site that is receiving the stock. 

Note that the site that you currently logged in to must be one of those, and if enabled for your site, you may also have the option to transfer to or from External.

Next, enter the following: 

• Description: Enter a description for the transfer. 
• Transfer Reason: Select a Transfer Reason for reporting, if required. 

Transfer Items

Next, select the products to transfer. 

If a template was selected when creating the transfer, products will show already and can be edited or removed.  

To add a new product into the transfer, select [New Transfer Item] and in the blank row that gets added:

• Product: Select the product from the list. 
• Quantity: Enter the quantity being transferred into the relevant quantity field(s). 

Repeat until all products are added to the transfer, then select [Save].

The transfer is now ready to dispatched by the dispatching site as covered in This Article.