Stock transfer

Stock transfer

Stock Transfer

The Stock transfer feature is designed to help you to transfer stock between warehouses.

                                                                           

It is available from
Inventory >> Transfer

How to process a stock transfer.                        

1. Creation

To create a new stock transfer, access its main screen first Inventory >> Transfer
Then once the grid is displayed, click on New button located at the bottom-right of the grid.
This will load a new screen called “Create new Stock Transfer” :




Here is the description of each field displayed on this screen :

Field
Description
Reference
Name of the stock transfer
From warehouse
Warehouse which stock is taken from
To warehouse
Warehouse which stock goes to
Status
Stock transfer current status
Website
Your website in Connect
Notes
Allow to add personal notes

To be able to save the stock transfer, please fill all these fields, once done click on Save.

2. Add products

Now that the stock transfer has been correctly created and saved, you can start to select products to add.

To do it, a tab will be useful in the stock transfer interface : the Add products tab.

This tab helps you to select products to add to the current stock transfer.

Once the tab is opened, you should see a grid containing all products associated to the “From warehouse” of the stock transfer.

You can click on the link from the SKU column to access the selected product page.

Select products you want to add to the current stock transfer by filling the “Qty to transfer” field.
Once done, simply click on Save to add selected products to the current stock transfer.


You can also add products with quantity to transfer by importing a csv file as described from the instructions given into the import tab : 


3. Products tab

At anytime, you can see which products have already been managed by the current stock transfer, going into the Products tab.

This tab will display a products grid looking like :


4. Apply / Receive the transfer

Once your transfer is ready, you can apply/receive it using the “Apply” button.



All products from the transfer are listed. You can process the reception manually, using the + and - button on the right, or you can also use a barcode scanner.

A quicker way to receive all products is to use the “Fill all quantities” button.

At any time, you can see how many products have been processed and how many products are left to receive.

Once your reception is complete, just click on “Save”, this will create the stock movements to synchronize your stock.

Products reception can be done step by step, meaning you don’t have to receive all of them at the same time.
To process products reception in multiple times, you simply need to repeat the reception process as many time as necessary.


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