Stock Transfers allow you to send stock back and forth between different stores within your pharmacy group.

Stock Transfer to another store

On the Rx 365 Homepage choose Stock Transfers

stocktransfers

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

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

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

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

and return to the Stock Transfer later.

- Fulfil a Stock Request (Transfer Stock to Another Store)

Log in to RX 365 and select the stock transfer Module.

stocktransfers

Select the store to transfer stock too from the stores dropdown.

Any stock that is waiting to be sent to this store will be displayed here.

stocktransfers

To add a product to the transfer list,

Enter in the products name or alternatively scan in the barcode
Enter in the transfer Quantity
Select Add to Tranfer

stocktransfers

An individual item can be selected by selecting the button located next to that product.
To select all products in the stock transfer select the button located next to QTY button.

stocktransfers

The stock transfer can be printed by selecting the Print icon located on the top of the screen. An item from the stock transfer can be deleted by selecting the button next to that item and then selecting the Bin icon.
Alternatively to delete all items select the button next to the QTY and select the Bin Icon.
To move an item(s) to another store transfer list select, Select the button(s) next to that item(s) and select the Move Icon.
Select the store and select Move items

stocktransfers

The stock transfer can be saved by selecting the Save icon.
To create and send the transfer, select the Create Transfer button

stocktransfers

This will then open the Print function to allow the transfer to be printed.

- Transfers Sent

To view all transfers that have been sent,

Select the Transfers Sent tab located in the left-hand side of the screen

stocktransfers

We can see all the transfers that have been sent.

We can see the date and time
The store it was sent to
The number associated with that store
And the number of items in the stock transfer

A stock transfer can be viewed in more detail by selecting the individual stock transfer.

This will show the following,

The stock Transfer number
The date and time the Stock transfer was sent
The individual products transferred
The barcode of that product + The amount transferred of each product
The individual and total cost price of each product
The total value of the stock transfer

The stock transfer can also be printed by selecting the print Icon

stocktransfers

- Stock Transfers Request In - How to Fulfil a Stock Request

To View requests in from other stores,

Select 'Requests In' located on the left-hand side of the page

stocktransfers

Here we can see all requests for stock sent from other stores

We can see the date and time of the stock transfer request
The Store it was sent from
The request Number associated with the transfer
The number of lines/Products in the request
The fulfilled/Actioned number of items in the stock transfer
The percentage of the Stock transfer request that has been completed.

stocktransfers

The stock transfer Request can be viewed in more detail by selecting the individual request.

stocktransfers

We can see the date and time the Stock request was sent

We can also see:

What products(s) are included in the request
Our stores current stock level
The barcode of the product
The requested Quantity
The amount we will send
The Cost price of the product
The remaining stock ( after we respond to the stock request )

stocktransfers

The amount to send to the store can be manually entered by entering the value into the 'To Send' box.

Alternatively, we can select Autofill located on the top of the page.

stocktransfers

Once ready select 'Send transfer' to send the stock to the requesting Store.
A stock transfer message will appear to show that the transfer was successful.
The Stock Transfer can also be printed by selecting Print.

stocktransfers

Stocks Transfers - Sending a Stock Request

To send a Stock Request to another store,

Select Requests Out located on the left-hand side of the screen.

stocktransfers

Enter in the name of the product to search it.

stocktransfers

This will open the product information from all linked stores.

We can see the products stock levels in other stores.

Now we can enter in the quantities we want to request from a/multiple stores.
When finished select Add to request.

This will add the items to the stock request.

stocktransfers

The stock transfer can be printed by selecting the Print Icon
An item(s) can be deleted by selecting the button located on the left of each product and selecting the Bin Icon located on the top of the page
All items can be selected by selecting the button located next to QTY.
An item can be placed on hold ( this item will not be requested ) by selecting the button next to the item and selecting the Hold button
Any items on Hold will show in Blue
To unhold an item select the button next to that item and select unhold.
To send the Stock Transfer Request, select the Send Request button.

stocktransfers

The sent Stock transfer request will then move to the request sent tab located on the left-hand side of the screen.

The Stock Transfer Tab shows all stock transfer request that has been sent.

Here we can see the date and time the request was sent
The Stores it was sent to
The individual request number
The number of items in the request

stocktransfers

- Waiting to Check-in

To view orders waiting to check-in,

Select the waiting to check-in tab located on the left-hand side of the page

stocktransfers

This will show us all Transfers that are waiting to be checked in.

We can see the

Date and time the transfer was sent
The store it was sent from
The individual number associated with the transfer
The number of lines/products in the transfer
The exceptions
The shorts
The amount verified

We can view the transfer in detail and book it into stock by selecting the individual transfer.

Here we can see + The transfer Number and store the transfer was sent from + The product + The barcode associated with the product + The amount requested and the amount received + The cost price + the Total price of the product requested + The Total price of the Full Transfer.

stocktransfers

After counting the products to ensure the amount requested is the same as the amount received, Autofill, located at the top of the page, can be selected. This will presume that all QYTs match
Below we can enter in the Invoice details and any notes where applicable
To Print out the stock transfer, select the Print Icon
To delete an item from the stock transfer select the button located on the left of each product and select the Bin Icon, alternatively enter 0 ( zero) into the stock received to show that you have not received this product.

stocktransfers

To book the competed transfer into stock select Complete Transfer.

stocktransfers

- Stock Transfers - View History

To view Historic Stock Transfers,

Select the History tab located on the left-hand side.

Here we can see a full history of ALL Stock Transfers.

stocktransfers

We can see the,

Date and time
The individual number associated with the transfer
The transfer type
The store it was sent from
The store it was sent to
The number of lines/products in the transfer

The Transfer History can be filtered by selecting the filter button and entering in more specific details pertaining to that order.

To apply the filter select Apply filter.

stocktransfers

A transfer can be viewed in detail by selecting the individual transfer.

Here we can view the,

Stock transfer Number and date sent
Who it was Checked in by
the Product sent
The barcode of the individual product
The amount transferred.recieved
The individual cost of the item and the total cost of the order.

stocktransfers

The Historic transfer can be printed by selecting the Print icon located on the top of the page.

- Return to a Stock Transfer that was saved

On Rx 365 Homepage choose Stock Transfers

stocktransfers

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

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

- 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

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

- View the Stock Transfer I just created

Stock Transfers that have just been created can br reviewed,

On Rx 365 Homepage click Stock Transfers

Select the History tab and click the Filter button

Ensure Include orders / transfers that have not been checked in is ticked and click Apply Filter.

All Stock Transfers will appear with a Status.

The Stock Transfer you created will appear here

Duplicate a stock transfer and send to other stores

On Rx 365 Homepage choose Stock Transfers

Navigate to Transfer Sent located on the left of the page.
Select the Stock Transfer that you wish to duplicate and send to another store by ticking the box located nect to the Transfer