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Stock Transfers Tutorial

This guide explains how to move inventory between your different business branches using the Stock Transfers feature.

1. Navigating to Stock Transfers

  1. Log in with your account.
  2. On the sidebar menu, select Catalog & Inventory and click Stock Transfers.
  3. Here you will see a dashboard with your total transfers, pending requests, and items currently in transit. You can also filter past transfers by status or date.

2. Creating a New Transfer

  1. Click the blue + New Transfer button in the top right corner.
  2. A transfer configuration window will open. Fill in the following:
    • Source Branch: Select the branch that will send the stock.
    • Destination Branch: Select the branch that will receive the stock.
    • Notes: (Optional) Add any relevant comments, like "Weekly restock".
  3. Add the items to transfer:
    • Click the Item dropdown to search for products available in the source branch.
    • Enter the Quantity you wish to transfer. (The system will ensure you don't exceed the current available stock).
    • If you need to send multiple products, click + Add Item to add more rows.
  4. Once all items are added, click Create Transfer.

3. Understanding Transfer Statuses

Stock transfers go through several stages to ensure accountability:

  • Draft / Requested: The transfer has been created and is waiting for approval.
  • Approved: A manager has approved the request.
  • In Transit: The stock has left the source branch and is on its way.
  • Received: The destination branch has received the items, and their stock levels have been automatically updated.
  • Cancelled: The transfer was aborted.