💬 Transfer Inventory
Overview
The Transfer Inventory feature in RepairDesk allows you to seamlessly transfer inventory from one store to another. This powerful functionality streamlines your inventory management process and ensures that your stock levels are always up to date. This help article will guide you through the process of creating a Transfer Order and receiving inventory from another store using RepairDesk.
2. Creating a Transfer Order
To initiate the transfer of inventory, you need to create a Transfer Order. This involves specifying the order details and adding the inventory items to be transferred.
Step 1: Access Transfer Inventory
From the top menu, navigate to Inventory > Transfer Inventory.
Step 2: Create a Transfer Order
Click on "Create Transfer Order."
Step 3: Specify Transfer Order Details
- Date: Select the date on which you are creating the transfer order.
- From Store: Choose the store that will transfer the inventory.
- To Store: Select the store that will receive the inventory.
- Created By: Select the user who is creating the invoice (default is the logged-in user).
- Received By: Write the name of a person who will receive the item
- Shipped Date: Choose the date on which you shipped the inventory.
- Shipping Charges: Enter the shipping charges (not added to the total cost).
- Tracking Id: Enter the tracking ID provided by your shipping carrier. h. Notes: Add any relevant notes for the store receiving the inventory.
Step 4: Add Inventory Items
To add inventory items to the Transfer Order, fill the details.
Step 5: Save the Transfer Order
Click on "Save" A confirmation message will be displayed, indicating that the Transfer Order has been created successfully.
You can also click on ‘Save & Create Inter Company Invoice’. It will generate an inter company invoice for you.
3. Receiving Inventory from Another Store
Once a Transfer Order is created by another store, you need to update your store's inventory accordingly.
Step 1: Access Transfer Inventory
From the top menu, go to Inventory > Transfer Inventory.
Step 2: Review Transfer Orders
Under the "Transfer In" tab, review the Transfer Orders. The status of each Transfer Order will guide your decision-making process. For example, "Waiting for Items" means that action is required.
Step 3: Update Transfer Order
Next to any Transfer Order, click "Action" > "Update."
Step 4: Mark Item Status
Mark the status of the items as "Received," "Partially Received," or "Rejected." For partially received inventory, detailed information is available in the "In Transit Report."
Step 5: Save Changes
Click "Save." The Transfer Order will be updated, and its status will be displayed on the details page.
4. Printing and Viewing Transfer Order History
You can print the Transfer Order by clicking on Action > Print. Additionally, you can view the history of the Transfer Order from the Admin History section at the bottom.
Key Takeaway
The Transfer Inventory feature in RepairDesk simplifies the process of moving inventory between stores. By following this step-by-step guide, you can efficiently create Transfer Orders and manage the seamless transfer of inventory, ensuring smooth operations and accurate stock levels across your stores.
Contact Support
If you have any questions or require further assistance, please visit our website atwww.repairdesk.co or email us at [email protected]. Our support team is ready to help you with any queries or concerns you may have.
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.
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:
