Stock Transfer

How to send a Stock Transfer to another store

  • On Retail 365 Homepage choose Stock Transfers

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  • Search and select the Store you would like to transfer stock to

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  • Search for each product you would like to add to this transfer

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  • Once you select the Product you will be asked for the quantity of this product that you would like to transfer
  • Once a quantity is added press + Add to Transfer

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  • Once you have added all products to the Stock Transfer you can Send the Transfer by pressing Create Transfer

  • If you are not finished adding Products to the Stock Transfer you can Save by pressing Save StaffRoleConfig.png and return to the Stock Transfer later

How to return to a Stock Transfer that was saved

  • On Retail 365 Homepage choose Stock Transfers

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  • Search and select the Store you would like to transfer stock to

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  • If you previously saved the Stock Transfer, your Saved Stock Transfer will appear

You can only have One Stock Transfer per store

  • If you need to send a New Stock Transfer to a store that already has a saved Stock Transfer, you can:
    • Send the Saved Stock Transfer first and then create a new Stock Transfer Or
    • Add the new items you want to transfer to the Saved Stock Transfer and send all as one Stock Transfer Or
    • Delete the items in the Saved Stock Transfer and create a new Stock Transfer

How to Delete Items from Stock Transfer Screen

  • To delete one product from the Stock Transfer screen
  • Tick the product you would like to delete
  • Press the trash can

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  • To delete all products from the Stock Transfer screen
  • Tick the Select All Tick Box - this is the top tick box
  • Once this is ticked, all items are selected
  • Press the trash can button

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How to View the Stock Transfer I just created

  • On Retail 365 Homepage choose Stock Transfers

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  • Choose the History tab
  • Choose the Filter button StaffRoleConfig.png
  • Ensure Include orders / transfers that have not been checked in is ticked
  • Press Apply Filter
  • All Stock Transfers will appear with a Status StaffRoleConfig.png
  • The Stock Transfer you created will appear here

How to duplicate a stock transfer and send to other stores

  • On Retail 365 Homepage choose Stock Transfers