What You Will Learn in This Guide
Understand how to transfer inventory from one to another store when your store has insufficient stock.
Transfer Stock
1. At the BackOffice, click on the Stock Management, then click Stock Transfer.
2. On the Stock Transfer page, click on New Stock Transfer.
3. Select the Source Store (From) and Destination Store (To), and then click Create.
Note: Auto Fill from Supply Needs refers to your products that are below or equal to the warning stock levels.
Refer to this article for more details on how to setup Supply Needs.
4. Click on Add Item to select the products to be transferred, and enter the amount under the Ordered Quantity.
Note: If you choose to Auto Fill from Supply Needs, the associated products will be automatically included in the list, and the Add Item option will not be visible to you.
Note: You could use the Import Items by CSV function if you have a long list of products to transfer.
For Serialized Products
For Serialized Products
For Serialized Products, you won't need to key in the Ordered Quantity. Select the item and key in the serialized numbers you wish to perform stock transfer.
1. Select the item with serialized number.
2. A pop-up will appear. Click on the search icon and either select or type in the serial numbers you wish to transfer.
3. Once the serial number are select, click on Confirm.
4. The Ordered Quantity will be automatically generated based on the number of serial numbers you select.
5. Save the Stock Transfer Order by choosing any of the options below:
Save | The items on the Stock Transfer Order are Saved but inventory will not be deducted. |
Save and Send | Stock Transfer Order are Saved and Stock Transfer email is sent, but inventory will not be deducted. |
Save and Mark Shipped | Stock transfer is saved, and inventory will be deducted from the source store. State the shipping date and click Confirm. |
6. You have completed a Stock Transfer to another store.
Enabling/Disabling Outgoing Stock Transfers with Zero or Negative Quantities
1. In the General tab on the Settings page of your BackOffice, scroll down to Allow Outgoing Stock Transfer/Return when Quantity is 0 or less.
2. Select No from the dropdown menu; then click save.
Note: If you select "Yes," stock transfers will be allowed, but the stock level may display a negative value.
Stock Transfer Page
When settings are disabled, items that are out of stock will appear greyed out. You won't be able to select the item on the Stock Transfer Page.