How to Work with Transfer Orders

Transfer Orders functionality allows a multiple store owner to distribute items correctly between his/her stores.

Transfer Orders is a part of the advanced inventory management and is available only to those users who have subscribed to this functionality.

Go to ‘Transfer Orders’ section in the ‘Inventory managment’ menu.

‘Transfer Orders’ section


To create a transfer, click ‘+ Add transfer order’ button.

‘+ Add transfer order’ button

The form ‘Create transfer order’ will open for editing.

form ‘Create transfer order’

Choose ‘Source store’ and ‘Destination store’ from the drop-down list of your stores.

Choose ‘Source store’ and ‘Destination store’

You can change the ‘Date of transfer order’, enabling you to schedule a transfer in advance or to record a transfer from the past. You can also make notes for your order in the ‘Notes’ field.

In the ‘Items’ section, you can add items from the list of your items with the track stock option on. You will see the stock information of the chosen items at the source and destination stores. Fill in the ‘Quantity’ field with the amount you would like to transfer.

stock information of the chosen items


Click the ‘Create and receive’ button to make the transfer order and complete the transfer, which will mark the transfer as received and change the stock in source and destination, or click on the ‘Create’ button to make a transfer order, which reduce only the source stock.

You can send your transfer order by email to the destination store by clicking on the ‘Send’ button at the top. To edit the order, click on the ‘Edit’ button. There are additional operations available with the transfer order in the ‘More’ menu: download as PDF or CSV file.

Transfer order in transit


To confirm receiving items in the destination store, click on the ‘Receive’ button at the top.
Afterwards, the stock of the transferred items in the destination store will be changed according to the transferred amount. You will see the completed transfer order.

completed transfer order


Transfer orders can have 2 different status: ‘In transit’ - created but not completed, and ‘Transferred’ - items have been received by the destination store.

Transfer orders list

 

See also:

Advanced Inventory Management Overview

How to Work with Purchase Orders and Suppliers

How to Work with Stock Adjustments

Inventory History and Valuation Report

Advanced Inventory Features