The stock transfer feature in inventory allows you to send a transfer request between multiple locations, receive the request and adjust the stocks for each locations accordingly.
To create a transfer request, kindly follow the steps below:
- Click on Stock Transfer in the side bar menu on the left side of the screen, under Inventory.
- Select the Location from the drop down menu on the Stock Transfer dashboard.
- Click on the Request a Transfer button on the top right of the screen.
- Enter the transfer request info (transfer from & transfer to).
- Click Next.
- Select the items to be transferred from the drop down menu.
- Click Add.
- Enter the transfer quantity and unit.
- Click Next.
- Add notes (optional).
- Click Next.
- You will then see the transfer summary that includes the transfer details.
- Click Done.
- Upon clicking done, click on Transfer Out to initiate the transfer.
- Find the Transfer ID and click on the arrow button on the far right.
- Click on Transfer.
You have successfully created a transfer request.