Managing Inventory

How to Transfer Stock to a Transferee

Setting up a transfer works similar to receiving stock with or without an invoice. Please follow the below steps for guidance:

  1. Navigate to Menu > Stock Management > Orders and Invoices
  2. Select the Transfer Stock button at the top
  3. Select a Transferee and optionally enter further details
  4. Click Create at the bottom
  5. Now you can add products and quantities 
  6. Click Save to return to the transfer at a later time or Save & Receive to finalise the transfer


Note; On details on how to create Transferees please see the linked article: How to Create a Transferee.