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    Workshop 2.0 // Can I transfer stock from within the workshop module?

    Use the Workshop Module to transfer an item to your store, without any need to access the back office

    If you have an item that is out of stock at your store, you can view the available stock across your group of stores and create a transfer from a store that has available stock. 

     


    Creating an Inter-Store Transfer

    First, add the item to the workshop job. Click on the Actions button to the left of the item to find the Inter-Store Transfer button.

    Click on Inter-Store Transfer button to review stock levels across your stores.

     


    One the next screen you have two options when selecting where to transfers stock from...

    Option 1 - Choose from existing stock at another store

    The first section shows current stock levels at the other stores within your group. Tick the box on the left to select the store that you wish to transfer stock from.

     

    Use the following buttons to tell the transferring store how you would like the stock to be moved. This will affect the title of the transfer.

     

    Please note that this may not be applicable to your company's set up.

    Then click on Create Inter-Store Transfer create a transfer from the selected store to your location.

     

     

    Option 2 - Choose from Purchase Orders/Inbound Transfers due to be delivered at another store

    Alternatively, you can use the second option at the top of this screen, which shows you any purchase orders or inbound transfers due to arrive at other stores within your company. You can then see how many units will be available and reserve it before it arrives at the inbound store.

    Select the preferred store from the list.

     

    As above, in option 1, use the following buttons to tell the transferring store how you would like the stock to be moved. This will affect the title of the transfer.

     

    Please note that this may not be applicable to your company's set up.

    Then click on Create Inter-Store Transfer create a transfer from the selected store to your location.

     


    Transfers created in the inter-store transfer tool will be marked as placed so that this action is not required in the Back Office.

    The transfer can now be sent (from Goods Out) and received (from Goods In) within the Back Office.

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