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Move Stock (Branch Transfers)

Note: This feature is available for users on the Boost and Apex subscription plans.

The "Move Stock" page allows you to transfer inventory from one of your branches to another.

How to Initiate a Stock Transfer

  1. Log into the Source Branch: Before you begin, you must be logged into the source branch (the branch you are moving stock from).

  2. Select Destination Branch: From the dropdown menu, select the destination branch (the branch you are moving stock to).

  3. Provide a Reason: You must provide a reason for the transfer. This is important for your records (e.g., stock balancing, customer order fulfillment).

  4. Add Products to Transfer List: Search for the products you want to move, enter their quantities, and add them to the transfer list table at the bottom of the page.

  5. Initiate Transfer: After reviewing all the items in the table to ensure they are correct, click the "Initiate Stock Transfer" button.

Once initiated, the stock will be automatically deducted from the source branch's inventory and added to the destination branch's inventory.