8 | Creating & Posting a Blank Stock Transfer

This article outlines the process of Transferring Stock To and From Stores via BackOffice.

This article outlines the process of Transferring Stock To and From Stores via BackOffice.

A Stock Transfer is the process of moving inventory from one location to another. This is a common practice in many Operations and is usually carried out when: Stores and Venues are limited on Products and will require more inventory to ensure its availability for Customers and Patrons; and Stores and Venues are withholding excessive amounts of Stock and can Transfer accordingly to other locations if needed.

Transferring Stock within or between Venues is common practice in many Business Operations and tracking Stock Movements is an Important Stock Control Method as it isolates stock discrepancies.

It is important that Stores are aware of the amount of Inventory that is currently stocked so that Products are always available when needed.

BackOffice provides a number of Tools and Features to assist with Stock Control and Transfer Processes and will be outlined within this article.

Prerequisites 

• To access and edit Stock Transfer Settings, the applicable Operator Privileges will need to be enabled:
• Operator Maintenance 'Stock Control' Tab
• All "Purchase & Receiving" Flags

Step-By-Step Guide

Accessing Stock Transfer

1. Run BackOffice and Log In
2. From the Stock Control menu, select Stock Transfer
3. Click the New Transfer button
4. A new window will appear where the Operator will be prompted to "Select the type of Transfer you wish to create" 
5. Click on Blank Transfer

Creating Stock Transfers 

• After this, the Stock Transfer menu will appear where the Operator can make a number of configurations for transferring Stock 
• There are a number of drop-down menus that can be utilized when transferring Stock To and From Stores based on their Venue location  
• Select the desired locations where Products will need to be transferred to 
• Click the Add New Item button and the Product List Menu will appear                                                                                                                                                                                                                                                                           
• Select by double-clicking the desired Product(s) that will be Transferred to the Store
• Products can be located using the Product Search Function or through the Product List 
• Once selected, a new window will appear where the Operator can then enter the Quantity Amount of Products that need to be Transferred
• Notice that the information about the Product from both Stores are displayed and can be also be transferred based on Size
• Once the Transferred Amount Quantity and Size has been entered, select OK and the Operator will  then be returned to the Stock Transfer Menu
• If more Products need to be transferred within the same Stores, the Operator can repeat these steps
  

Posting Stock Transfers 

• Once the Product(s) have been added to the Stock Transfer, click on the Post Transfer Button 
• The Transfer can be saved for later completion by exiting the Transfer window and saving when prompted
  
• The Operator will be Prompted that they have selected to POST the Transfer and will Immediately move all Stock that is listed 
• From here, the Operator can select from three (3) options:
• Yes (this will simply Post the Transfer)
  
• Yes & Print (see below for workflow)
  
• No (this will cancel the Transfer)
  

• If "Yes & Print" is selected, the following prompt will appear where the Operator can select to Print the Transfer to a local Windows Printer or to a connected Till Printer: