Stock Transfers: Create

Create The Stock Transfer

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

To create a new stock transfer: 

• Head to Inventory Management > Transfers > Transfers.
• Select [NEW TRANSFER].

In the New Transfer window:

• Template: Select a Stock Transfer Template or select to Create Without Template. 

Select [CREATE TRANSFER].

Enter The Stock Transfer Details

Next, fill in the transfer details within the top section of the stock transfer:

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

Note that:

• The site that you are logged in to must be set as one of the above options. 
• If enabled for your the 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. 

Enter The Transfer Items

Once all transfer details are entered, products can be added to the stock transfer. 

If a template was selected when creating the transfer, these may show already and can be edited or removed if required.  

To add a new row to the transfer, select [NEW TRANSFER ITEM]. 

In the blank row added at the bottom of the transfer:

• 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.