If you need to remove stock from the system, and the items are not being transferred to another store or returned to the supplier, you would use the Transfer Out of System option.

A scenario where you might use this would be if an item had a 'Use By' date which had expired.

1) From the main menu in the Back Office, expand the Purchasing & Transfers heading, and then click on Transfers.

2) You will now see the main Transfers screen, which will look something like this:

To create a new transfer, click New in the top left.

3) This will take you to the Create Transfer screen.

4) In this instance, we are transferring the stock out of the system, so select Transfer Out of System.  The format of the transfer screen will change to suit this option:

5) In the Sending Store field, select the sending store from the dropdown menu, then click Next.

6) If you like, you can then enter a Transfer Title and add any Comments.  

7) Click Create Transfer(s) in the bottom right.

8)  You can now add items to the transfer.  You now have three options in terms of how to add items to the transfer: 

a) Click Search and Select Items and use the filtering options to search for and select the items you wish to add to the transfer, using the checkbox next to the relevant items to mark which items to add, then clicking on Add Items in the bottom right:

OR

b) You can scan or type an item's barcode into the wildcard search bar at the top:

OR

c) You can import a CSV file of items to add to the transfer.  Click the Actions button and then Import Transfer from CSV.  

You can then upload a pre-prepared CSV file containing the items you wish to add.  Note that the format of the file MUST be Supplier Part Code, Quantity.

9) Once you have added the items to the transfer, set the relevant quantities in the Qty on This Transfer field.  If you used the Scan option or Import Transfer from CSV options to add items to the transfer, this field will have already been set, based on the number of items you scanned:

10) If you need to physically collect the items in order to put together the transfer, you can print the Transfer to aid with this, which includes filters for Bin Location, Brand, Department, Description, Item Lookup Code and Supplier Part Code:

11) Once all the items are collected, click Mark As Placed at the bottom of the screen:

12) This will open the Transfer on the Goods Out page, where you can book the Transfer out of your system. To do this, click on Send Stock:

13) From this screen, you can either Scan the ILCs / Supplier Part Codes / Alias barcodes all of the items on this transfer into the search bar at the top of the screen, or click on Actions and then Issue All, or manually update the Units Sent quantities.

14) Once you are confident you have all figures updated, click Commit Stock:

15) A dialogue window will appear at this point, asking you to confirm the process. The system will ask if you wish to create a corresponding Transfer In. You can also click on the Print Labels and Commit Stock tab to print labels for these items.

In this scenario, we don't need to do either of those things, so we can just click on Commit Stock and the Transfer will successfully remove the items from your system.