Stock Transfers
Stock Transfers: Managing Transfer Reasons
Record why stock is moved between sites, and see the reasons in your transfer reports.
Transfer Reasons
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.
Create a transfer reason
1
Go to Inventory Management > Transfers > Transfer Reasons and select New Transfer Reason.
2
Enter a name in Transfer Reason, then select Create Transfer Reason.
Users can now choose the reason on stock transfers.
Rename a transfer reason
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.
Find transfer reasons
Go to Inventory Management > Transfers > Transfer Reasons. Every transfer reason is listed by name. You can't search or filter the list at the moment.
Archive a transfer reason
Delete rights needed
You can only archive a transfer reason if your user role allows it. Find out how user role rights work.
1
Go to Inventory Management > Transfers > Transfer Reasons, find the reason and select Edit.
2
Select Delete and confirm.
The transfer reason is archived. It isn't permanently deleted, so to get it back, contact the European Helpdesk or the North American Helpdesk.