Inventory - Stock Transfer Essentials

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Use Stock Transfers to move your stock between your Outlets (including any Unmanned Warehouses - your stock holding locations) ensuring you've got the right stock in the right place. Send and receive stock via POS for quick and simple Transfers, or access more advanced options when using Transfers via Back Office.

Tip: Transfers can be created and managed at POS, or for more advanced functionality, through the Transfer feature in Back Office.

1. Each individual User must have access to an Outlet in order to process Transfers

Check User Outlet access via: Staff > Users > click to edit an individual User and view their Outlet access at the top of the page.

2. The User Profile must have POS Security Features enabled for Transfers

Check POS Security Features via: Staff > POS Security Features > select the Security Profile > ensure Function - Allow Transfers and Function - Allow Transfers - Void are ticked.

Tip: for more detailed information see: Users, and POS Security

Utilising Transfers at POS allows your staff to 'live' within POS, where they can quickly and easily access and process Transfers, increasing their efficiency and reducing their need to access Back Office.


Quick access Knowledge Base articles:

Transfers can be processed within Back Office using the Simple Method or Advanced Method depending on your business requirements.

Simple Transfers As the name suggests, the Simple Transfer Method is recommended for quick processing of Transfers with only three status options available: Proposed > Dispatched > Made Available.
Advanced Transfers

Access an extended range of status options for processing of Transfers - great for companies using warehouses or more complex logistics.

Status options available are: Proposed > Request > Allocate > Pick > Dispatch > Receive > Make Available

You can identify the method used upon creation by editing the Transfer and viewing the Mode.

Note: if you find you cannot access one of the expected Transfer status options, it may be because the transfer was created via the Simple Mode.

 Quick access Knowledge Base articles

Create and Manage Transfers

Action Transfers by Stage

Create a Transfer using the Search Method Allocate Stock for Transfer
Create a Transfer using the Upload Method Pick an Allocated Transfer
Smart Replenishment using Stock Transfer Dispatch a Picked Transfer
Mass Edit Transfers Receive a Dispatched Transfer
How to use the Transfer Variance Manager Finalise a Transfer and Make Available


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