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New Branch Inventory Transfer

New Branch Inventory Transfer

This feature allows you to log the movements of inventory from one branch to another. To log any other kind of inventory transfer (e.g. from the storeroom to shop floor), see here.

All inventory transfers are recorded and can be viewed in View Inventory Transfer.

Get to the page below via Home Page > Inventory

Important
Branch Inventory Transfers are only possible if you are on the multi-store plan, and have more than one branch. Items must also be created in the separate branches, and are not automatically copied to created branches.

For example, If I have an item named Faux Leather Loafers in my main branch, I cannot move this item to my second branch without first creating another item in my second branch also called Faux Leather Loafers.

Inventory Branch Transfer

Tap ‘Inventory Transfer’.

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Followed by tapping ‘New Branch Inventory Transfer’.

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New Transfer

A page will appear, allowing you to log a new transfer of inventory between branches.

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Performed Time & Date

Use the field below to input a performed time & date (i.e. when the transfer physically took place).

Tip
In regards to inventory transfers, there are two sets of times and dates. One is the Performed Time and Date, and the other is the Registered Time and Date (i.e. the time in which the transfer is registered).

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Transfer Type

Select the type of transfer you wish to make from a preset list.

Tip
Add, edit and remove inventory transfer types via Settings > Inventory > Departments & Locations > Inventory Locations

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From Branch & To Branch

Use these fields to select to where the inventory items will be moved (e.g. From the Main Branch to the Secondary Branch).

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Items

Here you can select the items, the locations you’re moving from and to, and the quantity.

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From Branch

Tapping the Item Name field will launch a pop-up window, allowing you to select an inventory category, followed by tapping the inventory item.

Choose the inventory location from a preset list.

Add, edit and remove inventory locations via Settings > Departments & Locations > Inventory Locations

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To Branch

Select the item, and to where the item should be moved within the secondary branch.

Caution
Items are not automatically copied to other branches upon creation, meaning you will have to create the item’s counterpart in the secondary branch before you can complete a branch inventory transfer.

E.g. If I have an item named Faux Leather Loafers in my main branch, I cannot move this item to my second branch without first creating another item in my second branch also called Faux Leather Loafers

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Quantity

Use this field to select the quantity of the item you would like transferred from one branch to another. The quantity will be reduced from one and added to the other.

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Add and Delete

Tap the blue plus icon to add another line, or the red bin icon to delete a line.

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Note

Use the note field to add any other, relevant information to this inventory transfer. This information will be displayed in the View Inventory Transfers page.

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