Stock Control – Stock Transfer privileges and workflows

Overview

This is a guide to show the various operator Stock Transfer privileges and workflows and their outcomes.

Stock Transfer Operator Privileges

Create Stock Transfers	The Ability to Create New Xfers
Delete Stock Transfers	The Ability to Delete Unposted Xfers
Post Stock Transfers	The Ability to fully post an Xfer (Complete)
Receive Stock Transfers	The Ability to Confirm via SmartPOS and SmartPDE that an order has been received (Confirmation Status)
Transfer To/From Head Office	The Ability to Xfer Goods To/from the Headoffice Venue via a Remote Venue Workstation that is limited to a single Venue site.
Transfer To/From Venues	The Ability to Xfer Goods to all venues within your Multivenue Organisation via a Remote Venue Workstation that is limited to a single Venue site
Post My Created Transfers	The Ability to Automatically Post the currently logged in operators, newly created Xfers.

I want my Stock Manager to be able to ‘POST’ and ‘Create New Stock Transfer’ for his venue only.

The config for this setup is down to the following Operator Privileges

Operator cannot be set to All Venues, needs to be specified for a Single Venue.

The Operator requires the

Create Stock Transfers Flag
Post Stock Transfers Flag

Note: As seen from the above screenshot the ‘Transfer To/From Venues’ is unchecked. If the operator now signs into his workstation, they have the ability to transfer goods between his specified Venue only.

If the Operator also has the ‘Transfer To/From Venues’ Enabled, then they have the ability to transfer goods to all venues within his Multivenue organisation.

Example of Venues in the Stock Transfer View

As a Bar Manager I would like the ability to Receive my Xfer only.

The config for this setup only requires the following flag

Receive Stock Transfers

This gives the operator the ability from SmartPOS or SMARTPDE to confirm that the Transfer has been received.

Once Received the Transfer is highlighted as Green within Backoffice and a Status of ‘Xfer Qty Confirmed’, this does not mean the Transfer has been fully posted.

I want my Stock Manager to be able to ‘POST’ and ‘Create New Stock Transfer’ from an assigned venue and Headoffice.

The config for this setup is down to the following Operator Privileges

Transfer To/From Head Office
The operator needs to be assigned to a single venue

This now gives the operator the ability to Transfer goods between his assigned venue and the Headoffice

NOTE: If an Operator is assigned to ‘All Venues’ the ‘Transfer To/From Headoffice’ and ‘Transfer To/From Venues’ become irrelevant as an Operator has access to ‘All Venues’ which cannot be limited.