How to transfer stock between branches

Step 1: Open Transfers

Open Products and choose the Transfers tab. You start on Create Transfer.

Step 2: Fill in the transfer

1. Choose the From Branch (sending the stock) and the To Branch (receiving it).
2. Add a Transfer Reason if you like.
3. Press Add Product, choose the product - the list shows how much stock the sending branch has - and enter the Quantity. Switch to Ingredients to move ingredients instead.
4. Under each line you see both branches' stock before and after the move - here Draxhall goes from 1,151 to 1,127 and Ocho Rios from 33 to 57.
5. Press Create Transfer.

Step 3: Approve, ship and receive

Open Transfer History. Each transfer moves through these steps, using the button on its row:

1. Pending - press Approve.
2. Approved - press Ship when the stock leaves. It comes off the sending branch.
3. Shipped - the receiving branch presses Receive when it arrives. It is added to their stock.

At any step before it is received you can press Cancel. A received transfer can be put back with Revert.

Good to know

• Search Transfer History by transfer number, branch or product, filter by status, or pick a date range.
• Each row shows who created the transfer, the last status change and who received it.
• You need permission to manage transfers to approve, ship or receive them.