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Stock Transfer Templates

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Stock Transfers

Stock Transfers: Managing Transfer Templates

Save the products you transfer regularly, so new transfers fill themselves in.

Managing Transfer Templates

A transfer template is a list of products you transfer regularly. Choose it when creating a transfer and the products are added for you. Templates are especially useful if you run a central production kitchen (CPK) that supplies your other sites.

One site

Log in to that site to create or edit the template.

All sites

Log in at Head Office to create or edit a template every site can use.

Create a transfer template

1

Log in to the right site. For a template all sites can use, log in at Head Office.

2

Go to Inventory Management > Transfers > Transfer Templates and select New Transfer Template.

3

Fill in:

Name

A name for the template.

All Sites

At Head Office only. Tick to make the template available to all sites.

New Transfer Template window

4

Select Save Transfer Template.

5

Select New Template Item. In the new row at the bottom, fill in:

Product

The product to include.

Quantity

Optionally, a quantity to fill in by default on new transfers, in any of the quantity fields.

Transfer template items

6

Repeat for each product, then select Save Transfer Template.

The template can now be chosen when creating a transfer.

Edit a transfer template

Editing a template doesn't change any past transfers that used it.

1

Log in to the template's site. For a template used by all sites, log in at Head Office.

2

Go to Inventory Management > Transfers > Transfer Templates, find the template and select Edit.

3

Make your changes:

  • Change a quantity: update the Quantity on any line.
  • Reorder products: drag and drop the lines.
  • Add a product: select New Template Item and fill in the new row.

Editing a transfer template

4

Select Save Transfer Template.

1

Go to Inventory Management > Transfers > Transfer Templates.

All company-wide templates, and templates for the site you're logged in to, are listed. You can't search or filter the list at the moment.

Name

The template name.

Created

When the template was created.

Created By

Who created the template.

Delete a transfer template

This can't be undone

Deleting a template is permanent. You need delete rights to do it. Find out how user role rights work.

1

Go to Inventory Management > Transfers > Transfer Templates, find the template and select Edit.

2

Select DELETE and confirm.

The template is deleted.

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