Creating Stock Transfers

Stock Transfers allow you to move stock from one location to another.

Creating a Stock Transfer

• Go to StoreConnect Stock > Stock Transfer Tab
• Create a new Stock Transfer object and specify the Origin and Destination stock locations of your preferred transfer.
• For the Stock Transfer object, create a Stock Transfer Item under Related List.
• Select a product and specify the amount you are sending on the Quantity Sent field. Continue doing so for all products.
• Each Stock Transfer Item created reduces the stock on the Origin stock location. This reduces both Count on Hand and Available To Sell for the given product and stock location.

Receiving Products on a Stock Transfer

• Go to StoreConnect Stock > Stock Transfer Tab
• Find the Stock Transfer that you would like to receive the products of.
• For each Stock Transfer Item, fill up the Quantity Received field with the amount of products received. It could be less than the amount sent.
• Each Quantity Received updated adds stock on the Destination stock location. This recalculates both Count on Hand and Available To Sell for the given product and stock location.

Changing/Undoing a Stock Transfer

Once Stock Transfers are created, they can no longer be edited. If you’d like to revert an existing Stock Transfer, delete the Stock Transfer or any of the items inside the Stock Transfer.

Note that any deletion will cause the stock to be reverted as well (ie. Stock will be added back to the Origin location and removed from the Destination location).

Stock Transfer Validations

Stock Transfer

• Origin and destination cannot be changed
• Origin and destination cannot be the same

Stock Transfer Items

• Quantity sent and quantity received cannot be updated once filled. They can only ever filled once.
• Quantity sent cannot be more than the available Count On hand for a product from the Origin
• Quantity sent and quantity received cannot be zero
• Quantity received cannot be more than quantity sent

 

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