A transfer has two steps. Nothing moves in your stock until the destination confirms it.
Stock Transfers needs internet. It is not in the list of data saved on the device for offline use.
Step 1: Dispatch
- Go to Inventory > Stock Transfers and tap the new transfer button.
- On the Stock Transfer screen, fill Transfer Details: the source location, the destination location and the date.
- Add the products and the quantity of each.
- Tap Save Draft to keep working later, or Dispatch to send it.
What dispatch does: it reserves the units, so the counter cannot sell them while they are on the road. It posts nothing to your ledger. A transfer has no GST.
Step 2: Receive
- At the destination, open Inventory > Stock Transfers. Use the row's ⋯ actions menu to receive the transfer.
- On the Receive Transfer screen, you see the sent quantity next to Received and Short columns for each line.
- Change the received quantity if less arrived.
- Confirm the receipt.
What you see next: stock moves out of the source and into the destination, and the reservation is released. A shortage inside the allowed limit is accepted and booked as a stock loss. A shortage that is too large is refused with Shortage too large, and you must sort it out first.
Record shortages or damage on the Receive screen. Do not change the sent quantity afterwards.