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πŸ’¬ Transfer Inventory

Q. How can I transfer multiple serials using inventory transfer functionality?

A. While creating a Transfer Order, simply select a serialized item from the Item Name column. After selecting the item, you can then select specific serials from the Select Serials dialog either by manual selection or a barcode scanner.

Based on the scanned serial, its quantity and cost price will be updated in the Transfer Order. Specify an appropriate shipping status for the serialized items.

Looking for a step-by-step procedure? Check out this quick guide.

Q. Can I directly scan the serial and add it to the transfer order?
A. Yes, you can simply scan the item serial in SKU/ID field and that serial will be added. but you can only add one serial, if you want to add more serials then you need to select them from select serial POPUP.

Q. Can I create a Transfer Order using Low Stock Report?

A. Yes. A new improvement has been added where you can create the transfer order using the selected store's low stock report. You will see a link under the To store which will open a pop up of Low stock report.

Looking for a step-by-step procedure? Check out this quick guide.

Note: An option to scan the inventory items is also added on the transfer order page, where you can add the items by simply scanning it (which will save time). You can also mark all your items as shipped if there are multiple items added. To know more about these updates, please click here.

Q. How to add multiple items in a transfer order?

A. You can do it through a .CSV file import. To know more, please click here.

Q. When can I sell items which are in a transfer order?

A. Until items in a transfer order are not received by the recipient store, you cannot sell these items. Once an item is marked as shipped, it goes to In-Transit Inventory and remain there until it is received by the recipient. Once an item is received, it can be sold then.

Q. What will happen to Canceled transfer orders?

A. Both the sender and receiver can cancel the transfer order. once the sender cancels the order system will ask user that either he wants to ad back inventory to system or he wants to mark it as faulty and don't add back to inventory.

If the Item is shipped and then marked as Faulty, its quantity will not be added back to inventory. it will be present in the Intransit report.

Q. What will be the Procedure if receiver store cancels or reject the sent item? 

A. If the receiver store cancels the item at the time of receiving then that item will be available in In transit report with status as canceled. user from sender Store can Perform action against that item that either he will add them back to inventory or marked them as faulty. Once you add back item into inventory it will be removed from Intransit report.

Q. How can I transfer Serial from one store to other?

A. You can simply search serial while adding a transfer order. if the item is serialized then only selected serial will be transferred to another store. Once the serial is added in line, then the user can not change added serials.

Q. How to create a transfer order using low stock report?

A. User can create inventory transfer using low stock report. After selecting specific item user will click add inventory transfer from low stock report, Here from store will be empty and in to store current store name will be displayed. When user will click on add to inventory transfer it will redirect user to inventory transfer page. And rest will be the same as done before in inventory transfer.

Q. Can I view stock of other store while creating inventory transfer?

A. yes you can see stock of other stores while creating transfer order, but its based on permission assigned to specific role.

View on hand across stores popup:

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