How to Use Inventory Transfer in RepairDesk?

Inventory Transfer

As a repair store owner, managing inventory across multiple locations can be challenging. Ensuring that the right parts are available at the right store is crucial to avoiding delays and keeping repairs on track. Use RepairDesk’s Transfer Inventory feature to seamlessly move stock between stores, track shipments, and maintain accurate inventory records—so your team always has what they need, where they need it.

Creating a Transfer Order

To initiate an inventory transfer, you must first create a Transfer Order. This involves specifying the order details and adding the inventory items to be transferred.

Access Transfer Inventory

Create a Transfer Order

Specify Transfer Order Details

1 Date – Select the date of the transfer.
2 From Store – Choose the store sending the inventory.
3 To Store – Select the receiving store.
4 Created By – The logged-in user initiating the transfer.
5 Received By – Enter the name of the person receiving the items.
6 Shipped Date – Select the shipment date.
7 Shipping Charges – Enter shipping costs (not added to the total cost).
8 Tracking ID – Add the tracking ID from the shipping carrier.
9 Notes – Include any relevant details for the receiving store.

Add Inventory Items

1 Select the inventory items that need to be transferred.
2 Enter the relevant details.

Save the Transfer Order

1 Click Save to finalize the transfer order. A confirmation message will appear.
2 If required, click Save & Create Inter Company Invoice to generate an invoice for the transfer.


FAQs:

Can I keep track of items which have been shipped but not yet received?

Yes. You can track shipped but not yet received items using the In Transit Inventory Report in RepairDesk. This report provides details like shipped quantity, received quantity, transfer status, and tracking ID. Filters allow users to search by destination store, date, or SKU for better tracking. If items are delayed, users can check the tracking ID or take action on faulty/rejected stock.

How can I transfer Serial from one store to other?

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.

What will happen to Canceled transfer orders?

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. It will be present in In Transit Inventory Report.

Can I create a Transfer Order using Low Stock Report?

You can easily transfer inventory between stores using the Low Stock Report in RepairDesk. This report lists products that have fallen below their minimum stock levels, allowing you to create a Transfer Order directly from the report. Simply select the items, specify the required quantity, and proceed with the transfer.

Can I transfer multiple serials using inventory transfer functionality?

Yes. Simply select a serialized item from the Item Name column while creating a Transfer Order. 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.


How can I create an Inter Company Invoice?
You can create an Inter Company Invoice in RepairDesk by first enabling Inter Company Invoicing in Franchise Management. Then, go to Inventory Transfer > Create Transfer Order, add items, and select Save & Create Inter Company Invoice. Only items marked as shipped will be included in the invoice. After creation, you can manage payments and view invoices in the Manage Invoices section.