How to Transfer Stock between Warehouses

How to Transfer Stock between Warehouses

How to Transfer Stock between Warehouses

PLEASE NOTE: Each warehouse MUST COMPLETE an opening balance before stock transfers can take place

To transfer stock between warehouse or restock a van, follow the below steps.

      1. Open Spenda and from the home screen select "Transfer Stock".
      2. Next select "Create A New Transfer".
      3. Now select the from and to warehouses. Doing this will dictate what warehouse the stock will leave from and the warehouse that will receive it.
      4. You can now can or select products to add to the transfer manifest.
      5. Once you have added all the required stock, you can then edit the number of products being transferred.
Note: if you scanned each item being transferred the counts will automatically be applied.
      6. You can check each line in the transfer manifest to check stock levels.
             It will show you the current level in the outbound warehouse and the level it will be at after the transfer.
             NOTE: You can also see the same for the inbound warehouse.
      
      7. Once the transfer manifest is complete, you can approve the transfer.
Note: only a shop admin can approve the transfer. If you are a standard user, you will need to assign the transfer for a site admin to approve.
      8. Once the transfer is approved, you can select "Transfer Stock".
      9. You will be provided with one last warning before finalising the transfer. If you are happy with the transfer select "Yes".


The stock transfer is now complete. It will be visible in the "Processed Stock Transfers" screen within the stock transfer menu.




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