Managing Inventory

How to Create a Transferee

Transferee's are a special type of customer / supplier / object that you can send stock to. They are typically used to write off stock for Breakages or Theft. You cannot receive stock from a Transferee, everything is transferred at cost and whilst we track the total cost they have accrued they cannot pay off the stock they have received (similar to suppliers).

To add a new Transferee, follow these steps:

  1. Select the Menu icon
  2. Select Setup
  3. Select Transfer List
  4. Select +New
  5. Name your Transferee (e.g. Breakages)
  6. Select Create Transferee