Create a bulk transfer of Stock items between Branches.
Introduction
You can perform a bulk transfer of Stock items from one branch to another by using a spreadsheet file. You might want to do this, for example, when setting up a new Branch, or if you need to transfer a large number of items between branches. You can determine the Quantity of each item to be transferred.
Create a File of Stock Items
You can manually create a file in the format .xlsx or .csv and add the Stock Items and Quantities that you want. Alternatively, you can create a file by using the Stock Export feature, then edit this file to suit your requirements.
- The minimum fields you need in your file are:
- Stock Code.
- Quantity.
- Description (Optional).
To export a file:
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Start at Stock > Export Stock Items.
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Select any fields that you want to be able to narrow down your selection, or leave most fields blank to include all Stock Items. You can edit the file later to adjust items and quantities.
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Enter a file name for the file to be created. (This is the only compulsory field.)
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Click Export stock to file.
This will create an .xlsx file that you can now edit for the codes and quantities that you want to transfer to your new Branch.
Note: You will need to add a Quantity column and populate the details for each Stock Item.
Upload Your Stock File
Now you can upload the file of your Stock items and import it.
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Go to My Cart (the icon in your right-hand side menu).
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Click Manage cart.
This takes you to the My Stuff screen where you can import the file.
Import your File
- Scroll down to the Import stock item to section.
- Search for your file or drag it to the box.
- Click Upload line items.
The items will now be displayed on the top right of the screen.
Create a Transfer
Now you can create the transfer of the Stock Items. This process also creates a Stock Transfer document listing the Stock Items that have been transferred.
- Go to Stock > Transfers.
- Click New stock transfer.
In the Create New Stock Transfer window:
- From branch: Select the Branch to transfer the Stock from.
- To branch: Select the Branch to transfer the Stock to.
- Requested by staff: Select the Staff person at the To Branch who has requested the transfer.
- Click Confirm.
Add Items from the Cart
When you clicked Confirm, you are taken to the Pending Transfer screen.
In the Add Items from stock cart section on the right-hand side:
- Click Add items and empty (to empty the cart), or:
- Click Add items and keep (if you want to keep the items in the cart).
The items will then be displayed in the lower part of the screen.
Complete the Transfer Out
The Stock is now in the Pending Transfer state. To complete the Transfer Out of the From Branch:
- Remain in the Stock > Transfers screen.
- Ensure that you have selected the required transfer line/s from the lower section of the screen.
- Go to the Actions tab.
- Click Transfer out.
- Click Save and close.
- Sent by staff: The staff member creating the transfer will be displayed.
- Courier: You can select a courier if required.
- Click Confirm. This will print the transfer confirmation to your screen.
Transfer In at the New Branch
- Go to Stock > Transfers and search for and select the required Transfer line.
- Go to the Actions tab.
- Click Transfer In.
- Received by staff: The logged in User is displayed.
- Click Confirm.
- Click Save and close.
The transfer is now complete and the line on the front screen will show the status of Delivered.
Note: You can see the number of Stock items per Branch for any Stock item on the Branch tab for that item.
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