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 & Shipping Details
- 1 Date & Time – Select the date and time of the transfer.
- 2 Created By – The logged-in user initiating the transfer.
- 3 Sending Store – Choose the store sending the inventory.
- 4 Receiving Store – Select the receiving store.
- 5 Ship Date – Select the shipment date.
- 6 Shipping Cost – Enter shipping costs (not added to the total cost).
- 7 Tracking Number – Add the tracking ID from the shipping carrier.
- 8 Transfer 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.
Post the Transfer Order
- 1 Click "Post Transfer Order" to finalize and post the transfer order. A confirmation message will appear.
- 2 Once the transfer order is posted, click "Create Invoice" to generate an invoice for the transfer if required.
FAQs
Q. Can I keep track of items which have been shipped but not yet received?
A. 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.
Q. How can I transfer a Serial from one store to another?
You can simply search for a serial while adding a transfer order. If the item is serialized, only the selected serial will be transferred to another store. Once the serial is added in the line, the user cannot change the added serials.
Q. What will happen to Canceled transfer orders?
Both the sender and receiver can cancel the transfer order. Once the sender cancels the order, the system will ask whether to add the inventory back to the system or mark it as faulty and not add it back. The canceled order will still be present in the In Transit Inventory Report.
Q. Can I create a Transfer Order using the Low Stock Report?
Yes. 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.
Q. Can I transfer multiple serials using the 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 choose 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.
Q. 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 Create 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.
Q. Can I view and sort inventory items by physical location on Transfer Orders?
Yes. Transfer Orders now show the Physical Location of each inventory item to make item picking faster and easier. When creating or viewing a Transfer Order, you'll see a Physical Location column next to the item name, showing exactly where each item is stored in your warehouse or store. The same information is also visible when you print the Transfer Order. All line items can be sorted alphanumerically by physical location — simply click the sorting icon on the Physical Location column. This helps staff move through the warehouse smoothly without backtracking, saving time and reducing effort, especially for large transfer orders.