Transfer (Serial 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 “Serial Product” from one outlet to another, first expand the Transfers menu from the left sidebar. Then, click on the Add Transfer option to start the process. This allows you to manage and move serial products between outlets efficiently.
Expand the Transfers menu from the left sidebar.
Click on the Add Transfer option.
Begin transferring the Serial Product to another outlet.
Select the outlet from which you are going to send the products. This step ensures the correct branch is chosen as the source outlet. Always double-check the selected outlet to avoid sending items from the wrong location.
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 ensures the items reach 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 “Serial Type” from the Item field that you want to transfer. This option ensures that only serial-based products are included in the transfer process. Always verify the product before proceeding to maintain accuracy.
Go to the Item field in the transfer form.
Choose a product of “Serial Type”.
Confirm the selected product before transfer.
After selecting Serial item you will get a popup modal, Enter the quantity in the Quantity field for how many Serials you want to transfer, below field will be generated according to quantity number. Enter the Serial number in the Serial field. Then click the Add to Cart button to add these items to the cart.
To add more Serial fields, click on the plus (+) button. This will generate extra fields where you can enter additional serial numbers. Use this option whenever multiple serials need to be transferred.
Go to the Serial section.
Click the plus (+) button.
New Serial fields will be generated.
Enter the additional serial numbers.
After adding the products to the cart, it will display the selected items ready for transfer. The snapshot shows that products from the Uttara outlet are being transferred to the Mirpur outlet. Finally, complete the required fields and click the Submit button to finalize the process.
Add the products to the cart.
Review the cart showing transfer from Uttara outlet to Mirpur outlet.
Fill in the required fields.
Click the Submit button to complete the transfer.
After going to another outlet where it is going with an alert, here you can add it to your outlet by receiving the status.
