Managing Inventory

Introduction to Transferees

Liam Pendergrast
Updated

Transferees are a special type of customer / supplier / object that you can send stock to that isn’t another Outlet or physical location tracked by Shopfront.

Typical uses for a transferee include:

  • Writing off breakages
  • Writing off theft
  • An owner taking stock without paying for it within Shopfront

Due to their nature, you cannot receive stock from a transferee (if you’re looking to receive stock, you’re probably best to use a supplier), and everything is transferred at cost.

Whilst you can track the total cost that has been transferred, you cannot pay off the stock that has been sent to them (similar to suppliers).

{note}If you want to transfer stock to another store that’s using Shopfront, you may want to check out our Vendor Connect functionality.{/note}

Managing Transferees

Transferees can be created and removed from the transfer list, which can be accessed via the Menu > Setup > Transfer List.

Pressing the New button allows you to create a new transferee and specify the details about them. Details include the name of the transferee (such as Breakages), contact details and settings for when you’re sending transfers.

On the Transfer List index page, you can edit or delete existing transferees, and pressing the view button allows you to easily find the most recent transfers that have been made to that transferee.

Using the Transferee

Now you have a transferee setup and ready to go, you’re ready to use them through the Orders & Invoices page.

Once on the page, press the Transfer Stock button and create the transfer like you would any other order.

For additional details and a walkthrough on performing a transfer to a transferee, you can check out the following article:

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Running Reports on Transferees

Whether you need to view how much stock has been transferred over the lifetime of the transferee or just want an easy way to view all the products that have recently been broken, transferee reports can be found on the Transfer Reports page.

More information about these reports and how to run them can be found in the following article:

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