Transfer stock between stores

Use a transfer to send stock to another of your stores. You create it while signed in to the sending store, and the other store receives it.

Send a transfer

1. In the menu, click Inventory > Inventory Transfers.

2. Click New Transfer (top of the list). A new transfer opens on the right, with Select Destination Store on top.

   1

3. Click the store you’re sending to.

   

4. In the search box above the lines (SKU, Barcode, Description, Category), search for the product and pick it. It’s added with Qty 1 and your store’s current lot in Lot #.

5. Change Qty to the number you’re sending, and the Lot # if it’s from another lot. Repeat for each product.

6. Pick a Driver and Vehicle if you track them, and add Remarks for the receiving store.

7. Click Save and Transfer. The stock comes off your store’s on hand and the transfer shows In transit.

Receive a transfer

At the receiving store:

1. Open Inventory > Inventory Transfers and click the transfer. A transfer on its way to you shows Incoming at the top.
2. Check the lines. You can correct Lot #, THC and CBD, but not the quantities.
3. Click Receive Transfer. The Receive Transfer window opens.
4. Leave Receive date / time on now, unless it arrived earlier. It can’t be before the transfer’s own date.
5. Click Continue. The stock is added to your store’s on hand and the transfer shows Received.

Good to know

• Until it’s received, the sending store can open the transfer, change it and click Save.
• Delete (sending store, with Delete/Void Invoices) voids the transfer at both stores and puts the stock back where it came from.
• The list starts on the last 30 days. Click the date to see older transfers.