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New Location Inventory Transfer

New Internal Inventory Transfer

This feature allows you to log movements of inventory from one location to another, within the same store or location (e.g. From the backroom to shop floor).

To log the transfer of inventory from one branch to another, see here.

Get to the page below via Home Page > Inventory

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

Inventory Transfer (New)

Tap ‘Inventory Transfer’.

Inventory Transfer (New)Inventory Transfer (New)

Followed by tapping ‘New Internal Inventory Transfer’.

Inventory Transfer (New)Tint Inventory Transfer (New)Inventory Transfer (New)

This will take you to the New Inventory Transfer page.

Inventory Transfer (New)Tint Inventory Transfer (New)


Transfer Type

Tap the field and select from a preset list the type of transfer you wish to make (e.g. A shop floor transfer would refer to moving stock from one in-store location to another).

Tip
Add, edit and delete inventory transfer types via
Home Page > Settings > Inventory > Inventory General

Inventory Transfer (New)Tint Inventory Transfer (New)Inventory Transfer (New)


Times and Dates

Performed Time and Date

This refers to when the inventory transfer was physically made (e.g. If the transfer was made a few days ago).

Inventory Transfer (New)Tint Inventory Transfer (New)Inventory Transfer (New)

Transaction Time and Date

This refers to when this adjustment was put into the system. This will appear in the item stock activity page.

Item Stock Activity PageItem Stock Activity Page


To and From Inventory

These fields enable you to select from where inventory shall be moved to.

Tip
Add, edit and delete locations via Home Page > Settings > General > System

From Inventory

Tap to select where the item is currently.

To Inventory

Tap to select where the item is to be moved.

Inventory Transfer (New)Tint Inventory Transfer (New)Inventory Transfer (New)


Items

Choose an Item

Tap the ‘Item Name’ field.

Inventory Transfer (New)Tint Inventory Transfer (New)Inventory Transfer (New)

A pop-up menu will appear. Begin by tapping an inventory group, revealing all the items within it.

Inventory Transfer (New)Tint Inventory Transfer (New)Tint Inventory Transfer (New)

Now select the item from the right hand-side.

Inventory Transfer (New)Tint Inventory Transfer (New)Tint Inventory Transfer (New)

Alternatively, you can use the search bar to find an item.

Inventory Transfer (New)Tint Inventory Transfer (New)Tint Inventory Transfer (New)Inventory Transfer (New)

After selecting an item, tap the ‘Qty’ field and, using the numeric keypad, add in the quantity of items you would like to transfer.

Inventory Transfer (New)Tint Inventory Transfer (New)Inventory Transfer (New)


Adding and Deleting Items

Tap ‘Add’ to move multiple items.

Inventory Transfer (New)Tint Inventory Transfer (New)Inventory Transfer (New)

Tap the red bin icon to delete unwanted items.

Inventory Transfer (New)Tint Inventory Transfer (New)Inventory Transfer (New)


Note

Use this field to add in any relevant information regarding the inventory transfer.

Inventory Transfer (New)Tint Inventory Transfer (New)Inventory Transfer (New)

This will appear in the View Inventory Transfer page.

Inventory Transfer (View)Tint Inventory Transfer (View)Inventory Transfer (View)

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