Inventory Management
Stock Transfer Reasons
Record why stock is moved between sites, and see the reasons in your transfer reports.
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About
Transfer reasons let you track why stock transfers happen. You keep a list of reasons for users to choose from when they create a transfer, and the reason chosen is shown against the transfer in stock transfer reports.
Choose when reasons are needed
Transfer reasons are optional to start with. In site setup, you can choose for each site whether they're:
Optional
Users can choose a reason, but don't have to.
Required
Every stock transfer needs a reason.
External Only
Only transfers to or from External need a reason.
Ready to start?
Go to the Create tab.
Create
Add a new reason for users to choose when they create a stock transfer.
Steps
1
Start a new reason
Go to Inventory Management > Transfers > Transfer Reasons and select New Transfer Reason.
2
Name it
Enter a name in Transfer Reason, then select Create Transfer Reason.
Users can now choose the reason when creating a stock transfer.
Edit
Rename a transfer reason.
Only the name can change
The name is the only thing you can edit on a transfer reason.
Steps
1
Go to Inventory Management > Transfers > Transfer Reasons, find the reason and select EDIT.
2
Change the name in Transfer Reason, then select Save Transfer Reason.
The transfer reason is renamed.
Search
See all your transfer reasons.
No search filters yet
When you open Inventory Management > Transfers > Transfer Reasons, every transfer reason is listed. You can't search or filter the list at the moment.
What's shown
The reason's name.
Archive
Archive a transfer reason you no longer use, so it can't be chosen. It isn't permanently deleted, so it can be restored.
Delete rights needed
You can only archive a transfer reason if your user role allows it. Find out how user role rights work.
What do you want to do?
Archive a transfer reason
1
Go to Inventory Management > Transfers > Transfer Reasons, find the reason and select Edit.
2
Select Delete and confirm.
The transfer reason is archived.
Restore an archived reason
You can't restore a transfer reason yourself in Cinchio Back Office.
1
Contact the European Helpdesk or the North American Helpdesk, and tell them which transfer reason you'd like back.
Once Cinchio has restored it, the reason can be chosen on stock transfers again.