When you transfer stock between branches, you can send an alert notification to staff to advise them of the transfer.
Overview
When you want to transfer Stock items from one Branch to another, you are able to send an alert notification to all or selected staff at the Branch you are transferring from.
If you are transferring Stock items from your Branch, you can book a courier as part of the transfer process.
Stock Transfer
You can create a Stock Transfer from your Branch to another Branch, or from another Branch to your Branch.
There is a control field in the Settings > Stock Manager > Control Settings section to determine whether or not you must enter a name in the Stock transfer person field in the Stock Transfer window. If set, this field then requires the fields for branch staff at both the From Branch and the To Branch to be filled.
If you are transferring from your Branch to another Branch, you can either book a courier, or send a notification to selected Staff at the Transfer From Branch.
If you are transferring from another Branch to your Branch, you can send a notification to selected Staff at the Transfer From Branch. This process also creates a Stock Transfer document listing the Stock Items that have been transferred.
If this is not your default Branch, the ability to book the courier depends on whether you have the From Branch assigned to your User as an Input Branch.
- Start at Stock > Transfer.
- Click New stock transfer.
- Select the From branch, To branch and Requested by staff fields. The Requested By person must be someone at the Transfer to Branch.
- Click Confirm.
On the next screen, add the Stock items that you wish to transfer.
- Select the Stock item, and Quantity, and click Add.
As you add items, they are displayed below. When you have added all Stock items required:
- Click Save and Close.
If you realise you've made a mistake or need to change the 'from' or 'to' branch, this can be done as long as the transfer hasn't already been completed.
You can change the 'to' branch but not the 'from' branch if the transfer is in transit.
If it's pending transit you can still change both.
It's it's been delivered, it's too late to change and you'll need to enter a new transfer.
Confirm and Book Courier or Notify From Branch
If you are transferring from your Branch to another Branch, you are taken to a confirmation screen where you can either enter the courier details to book a courier, or click Cancel to notify staff at your Branch. The notification can go to staff at the Transfer From Branch.
Otherwise, the Send transfer notification screen is now displayed.
Book Courier:
When you click Save and Close from the Stock Transfer screen, and you are transferring from your Branch, you are taken to the Confirm stock transfer out screen.
You can either:
-
- Book a courier, or
- Click Cancel to send a notification to someone at the Transfer From Branch.
To book a courier:
- Select the Courier from the dropdown list, or add one by clicking the blue
Plus icon.
- Click Book Courier.
- Click Confirm.
This will print to screen a Stock Transfer sheet that you can send to the To Branch, and print to use for your Courier document.
Don't book Courier:
If you do not need to book a courier, click Cancel to be taken to the Send Transfer Notification screen instead.
When you have confirmed the transfer, this updates the Transfer Out flag for the transfer, and the status will be set to In Transit.
If you have not confirmed the transfer, the status for that item will be set at Pending Transit. In that case, go to the Actions tab for the transfer, and click Transfer out.
Send Notification Options
Where you are transferring From your Branch to another Branch, or when you clicked Cancel from the Confirm stock transfer out screen because you did not need to book a Courier, you are taken to the Send Transfer Notifications screen.
In the Send Notification screen, you may select who at the Transfer From branch you would like to notify about this transfer.
You may notify one selected person, or all Branch staff at the Transfer From Branch.
- Click Notify selected staff and select the person at the Transfer From branch, or:
- Click Notify all branch staff, or:
- Click Don't notify anyone.
Branch Notification Alert
The notification alert will be displayed to the selected Users in the Alerts on the right hand menu of their system screen.
Confirm Transfer Out
When you have created a Stock Transfer, you will receive a notification alert to that effect. To complete the transfer, click Confirm Out on the alert message to go to the Actions tab for that Transfer and then click Transfer Out.
Note that if you confirmed the transfer when booking a courier, the Transfer Out will be set automatically. If the Stock Transfer has already been confirmed, the alert will not contain the link to confirm it.
Confirm Transfer In
If you are the person receiving the Stock Transfer, you should go to the Stock Transfer for that item and go to the Actions tab to click Transfer In.
Then on the Confirm stock transfer in window, click Confirm.
This will update the status of the transfer to Delivered.
Stock Transfer Report
The Stock Transfer Report can be exported to help you keep track of stock transfers between your branches.
This is located on the Stock > Exports menu. You can select a date range only, or narrow down your selection criteria to report for your To / From branches, or only one selected transfer code.
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