Transfer Item (Product)

56 years ago
3 minutes

Transfer refers to the process of moving inventory/stock from one outlet or location to another within the same business or organization. This functionality is particularly useful for businesses with multiple physical locations, where there is a need to redistribute stock between stores to maintain optimal stock levels and meet customer demand.

Add Transfer

To transfer “General Product” from one outlet to another, expand the Transfers menu from the left sidebar, after that click the Add Transfer menu.

add-transfer.png

Select the outlet from which you are going to send.

from-outlet.png

Select the outlet you want to send to.

to-outlet.png

Send products shipping status.

From the Sender Outlet the status can only select Draft and Send.

If the status “Draft” that means the product will not be reduced from the stock, the product will not go to another outlet.

If the status “Send” that means the quantity of the product will not be reduced from the stock, but it will be sent to another outlet. When it is received from other outlet i.e. received status will be reduced from stock and added to other outlet’s stock.

If the status “Received” that means the product will be reduced from the stock, the product will received by another outlet.

status.png

Select a product of “General Type” from the Item field that you want to transfer.

add-transfer-general.png

After selecting a general item you will get a popup modal, Enter the quantity in the Quantity field for how many quantities you want to transfer, Then click the Add to Cart button to add this item to the cart.

add-transfer-general-1.png

After adding the products to the cart, the cart will look like the snapshot below.

Below snapshot shows that some products from Uttara outlet are sent to Mirpur outlet.

Fill up the required field and hit the submit button.

summary-general-items-transfer.png

After going to another outlet where it is going with an alert, here you can add it to your outlet by receiving the status.

summary-transfer-1.png

Edit Transfer

To edit a Transfer expand Transfer Menu click on List Transfer menu from the left sidebar.

Click on the Edit Button to edit this Transfer

edit-transfer.png

By going to Edit, you can edit the transfer information, change from outlet to outlet, and change status.

edit-transfer-1.png

List Transfer

To view a list of transfers expand the “Transfer” menu from the left sidebar, and click on the “List Transfer” menu.

list-transfer.png

You can change transfer status from List Transfer if you want.

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