How to Transfer and Receive Stock Between Locations

Transferring Stock Between Locations

Steps:

1. Initiate a Stock Take:

   • Navigate to the Inventory section and select Inventory Take.
   • Press New (top-right) to create a new stock take.
   • Enter a description, select the responsible person, and press Next.

2. Add Items for Transfer:

   • Press Add (top-right).
   • Click the plus sign to expand the company and line.
   • Select the products to transfer and press Add and Done.

3. Start the Stock Take:

   • Press Start and confirm by selecting Yes to activate.
   • Disable printing by unchecking the print boxes and press Done.

4. Adjust Stock Levels:

   • Update stock levels to reflect the quantities left on the shelf post-transfer.
   • Select the reason for the adjustment, e.g., "Transfer to Another Store."

5. Complete the Process:

   • Press Finish, confirm with Yes, and select No when asked about recounting.
   • Press Done to finalize the transfer.

Receiving Stock from Another Location

Steps:

1. Access Stock and Ordering:

   • Go to the Inventory section and select Ordering.
   • Choose the supplier and press New (bottom of the screen).

2. Enter Order Details:

   • Select the appropriate order type.
   • Input the quantities received.

3. Add Transfer Information:

   • Use the Invoice Number field to note the transfer details, such as the originating location or salon name. (Use abbreviations if character limits apply.)

4. Update Stock Levels:

   • Press Receive, confirm with Yes, and the stock levels will update accordingly.

Key Takeaways

• Ensure accurate stock levels by promptly updating transfers and receipts.
• Use clear descriptions and reasons for each transaction to maintain an organized inventory system.
• Avoid unnecessary printing when managing stock digitally.