This article describes the Inter-Store transfer functionality, which enables you to request stock from another store to fulfil a customer order at your store.
1) If you try to add an item that has no stock to a transaction in Point of Sale, this will open the Stock Notification screen. Click on the Inter-Store Transfer button towards the bottom:
2) This will open the Inter-Store Transfer window. This shows where you have stock available and gives you a number of options to request that stock e.g. from another store, or from any inbound stock that's expected to arrive from any open purchase orders:
3) In the example above, there is stock available at the Manchester store. To request this stock, click on the Select tickbox – you can also choose whether the Manchester store should post us the items, or treat it as a Standard Transfer.
4) When you're happy with your choices, click the Create Inter-Store Transfer button. This will then let us know the transfer has been created and also change the transaction into a special order:
5) You can then then go through the usual process saving the special order, by adding a customer, taking any deposit if necessary or just saving if no deposit is required.
6) The system will have created a Transfer Out at the sending store. That Transfer Out is automatically marked as placed, will appear in the Goods Out section ready for the Manchester store to send the stock:
The staff at the sending store will also receive an email to notify them of the new transfer request. They will then need to issue and commit the transfer as they normally would – we've got a guide on issuing transfers between stores here.
7) Once the stock arrives at the receiving store, the stock needs to be received and committed from Goods In. On committing the stock, the staff member will see which customer orders the items relate to and can contact the customer using the Actions button, and follow the usual procedures for dealing with a special order.
8) You can also request an Inter-Store Transfer in Point of Sale by double-clicking on the item on the main transaction screen, then clicking on the More options button:
