Create a Transfer in Back Office

A Transfer is used to move stock from one location to another location, tracking the status of stock through each phase. Retail Express offers both Simple and Advanced options (depending on the level of detail required), and the ability to transfer to multiple different locations at the same time.

To create a Transfer:

1. Navigate to Inventory > Transfer Management > Create
   
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2. Choose the Transferred By name (name of the staff member creating the Transfer)
3. Select the Transfer Method "Product Search"
   
   Related: Inventory - Create a Transfer using an Excel Upload
4. Choose the Outlet From location  (the location where the stock is being taken from)
5. Select the Outlet To location (the store/warehouse where the stock is to be transferred to)
   
   Tip: hold the Ctrl button on the keyboard to select multiple locations - this will create multiple transfers
6. Use the filters in the Product Search Fields 
7. Click Search
8. Enter the amount to be transferred in the Tfr column
   
9. Click Add to Transfer at the bottom of the screen
   
10. The product will be displayed on the Finalise tab
11. Click the Search tab and repeat the steps to add additional products
12. To complete the transfer click the Finalise tab
13. To instantly process the Transfer select the Dispatch status of either Dispatch or Make Available 
    
    Tip: Click here For more information on the Advanced method and Transfer Stages
14. Click Create Transfers
15. The Transfers Report will be displayed showing the newly created Transfers
    
16. Click the Print button next to the Transfer to print the Transfer Slip
17. Click the Pencil icon to edit the Transfer

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