Create a transfer request.

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 kitchen from the drop down menu on the Stock Transfer dashboard.
  • Click on the Request a Transfer button on the top right of the screen. 

    request a transfer

  • Enter the transfer request info (transfer from & transfer to).

    Transfer Info

  • Click Next.
  • Select the items to be transferred from the drop down menu. 
  • Click Add.
  • Enter the transfer quantity and unit

    item list

  • 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. 

    transfer out

  • Click on Transfer. 

You have successfully created a transfer request.