Transfer (General Item)
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Transfer refers to the process of moving inventory/stock from one outlet or location to another within the same business or organization. This functionality is particularly useful for businesses with multiple physical locations, where there is a need to redistribute stock between stores to maintain optimal stock levels and meet customer demand.
Add Transfer
To transfer a “General Product” from one outlet to another, first expand the Transfers menu from the left sidebar. Then, click on the Add Transfer option to begin. This process helps in managing the movement of general products between outlets smoothly.
Expand the Transfers menu from the left sidebar.
Click on the Add Transfer option.
Start the transfer process for the General Product.
Select the outlet from which you are going to send the products. This step ensures that the correct source outlet is chosen for the transfer. Always double-check the outlet to avoid sending items from the wrong branch.
Open the transfer form.
Go to the Outlet field.
Select the outlet you are sending products from.
Select the outlet you want to send the products to. This step makes sure the items are delivered to the correct destination branch. Always confirm the selected outlet before proceeding to avoid transfer errors.
Open the transfer form.
Go to the Destination Outlet field.
Select the outlet you want to send products to.
Send products shipping status.
From the Sender Outlet the status can only select Draft and Send.
If the status “Draft” that means the product will not be reduced from the stock, the product will not go to another outlet.
If the status “Send” that means the quantity of the product will not be reduced from the stock, but it will be sent to another outlet. When it is received from other outlet i.e. received status will be reduced from stock and added to other outlet’s stock.
If the status “Received” that means the product will be reduced from the stock, the product will received by another outlet.
Select a product of “General Type” from the Item field that you want to transfer. This option ensures that only general-type products are included in the transfer process. Always confirm the selected product before proceeding to maintain accuracy.
Go to the Item field in the transfer form.
Choose a product of “General Type”.
Verify the selected product before transfer.
After selecting a general item you will get a popup modal, Enter the quantity in the Quantity field for how many quantities you want to transfer, Then click the Add to Cart button to add this item to the cart.
After adding the products to the cart, the cart will look like the snapshot below.
Below snapshot shows that some products from Uttara outlet are sent to Mirpur outlet.
Fill up the required field and hit the submit button.
After moving to the destination outlet, an alert will display the transfer details. From here, you can confirm and receive the products into your outlet. By updating the status to Receive, the transfer will be completed successfully.
Go to the destination outlet.
Check the alert message showing transfer details.
Add the products to your outlet.
Update the status to Receive to complete the process.
Edit Transfer
To edit a Transfer, expand the Transfers menu from the left sidebar and click on the List Transfer option. From the list, locate the transfer you want to update and click on the Edit button. This allows you to make changes to an existing transfer record.
Expand the Transfers menu from the left sidebar.
Click on the List Transfer option.
Find the transfer you want to edit.
Click the Edit button to update the transfer.
List Transfer
To view a list of transfers, expand the Transfer menu from the left sidebar. Then, click on the List Transfer option to see all existing transfer records. This helps in reviewing, managing, and tracking transfers easily.
Expand the Transfer menu from the left sidebar.
Click on the List Transfer option.
View and manage the list of transfers.
You can change the transfer status directly from the List Transfer section. This feature allows you to update the status of a transfer based on its progress. Always ensure the correct status is selected to maintain accurate records.
Go to the List Transfer section.
Locate the transfer you want to update.
Change the transfer status as needed.
Save the updated status.