Creating Transfers

Make Transfer Transactions to send or receive inventory items from and to your branch or warehouse. During the transaction drafting, you should select items and add quantity for each item.

1. Click Inventory on the side menu.

2. Click Transfers.

3. Click New Transfer.

4. A pop-up window will open with the following fields:

• Source (obligatory field): Select a warehouse or a branch to send items from.
• Destination (obligatory field): Select the receiving warehouse or branch.

5. Click Save.

The system will transfer you now to the page of the new transfer to add items after which the order will be recorded in the system.

Once the transfer has been created, add the relevant items.(Click here to learn how to add items to a transfer transaction.)