Stock Transfer Workflow
Stock Transfer, with this feature, you can transfer particular items/products from your current location to any other location.
- Login to the Warehouse management app account.
- Right on top, you can see your current location.
- Click on Stock Transfer on the home page.
![](https://files.readme.io/115016c-stock-transfer-1.jpg)
- Once the Stock Transfer feature gets opened, you can see Transfer to.
- When you click on the Select drop-down sign, you can see the list of locations. Select the location where you want to transfer the products.
![](https://files.readme.io/7c50c1a-stock-transfer-new-1.jpg)
- Now add the products which you want to transfer.
To add products:
- Enter the product name.
![](https://files.readme.io/df7334b-stock-transfer-new-2.jpg)
or
- Click on the magnifying glass icon and select products one by one.
![](https://files.readme.io/7e0f0ac-stock-transfer-new-4.jpg)
![](https://files.readme.io/0218771-stock-transfer-new-5.jpg)
or
- Enable the Scan Units. Enter the Barcode or click on the camera icon and scan the barcodes of the products that you want to transfer.
![](https://files.readme.io/ec540cc-stock-transfer-new-7.jpg)
- While selecting the products, enter the Transfer Qty for each product.
![](https://files.readme.io/3faf0a0-stock-transfer-new-extra.jpg)
- In case of Matrix Product, you can see an additional Select SKU button under Transfer Qty column, click on it.
![](https://files.readme.io/c8febef-stock-transfer-new-9.jpg)
- Enter the Transfer Qty beside the Sku you want.
- Click on Save.
![](https://files.readme.io/48b699c-stock-transfer-new-10.jpg)
- If you want to remove any added products, simply click the Delete icon.
![](https://files.readme.io/0b96d23-stock-transfer-new-11.jpg)
- After adding the products, click the Transfer button to complete the process. You'll see a message as shown below to enter Special Handling Information, (if any). You can click on Cancel if you do not want to add any Special Handling Information.
![](https://files.readme.io/4049822-stock-transfer-new-17.jpg)
![](https://files.readme.io/40e7f1d-stock-transfer-new-13.jpg)
- Lastly, you need to click on the Sync Inventory Updates to Back-Office button on the home page, so that whatever updates you've made get reflected in the back office.
![](https://files.readme.io/36f073f-stock-transfer-12.jpg)
You'll see such message (as shown below) when the Stock Transfer Order is created successfully.
![](https://files.readme.io/4ee522b-stock-transfer-new-14.jpg)
- Once you sync back the products and orders from the back office and go to the Pick-Pack-Ship workflow, you'll see the Stock Transfer entry added, along with the Special Handling Info (if added).
![](https://files.readme.io/96777f0-stock-transfer-new-18.jpg)
![](https://files.readme.io/18f22fa-stock-transfer-new-19.jpg)
Note - The stock transfers not synced to the back office can be seen when you click the Pending Stock Transfer button.
![](https://files.readme.io/041ce65-stock-transfer-new-15.jpg)
Only when the stock transfer is synced or the pending list is deleted, you'll be able to perform the next Stock Transfer.
![](https://files.readme.io/14fe373-stock-transfer-new-16.jpg)
Updated 15 days ago