Process a stock transfer at POS

Stock transfers are a bit similar to special orders and holds, but differ in that they require actions at both the sending and receiving outlets.

Video demo

Initiate a stock transfer

You can transfer stock between any outlet from any outlet.

1. Add the product to the cart that you want to transfer.
2. Click on the item. A set of new options appears.
3. In the Transfer, Hold, Special Order field select Transfer.
4. Select the origin location in the Transfer from field.
5. Select the receiving location in the Pickup from field.
6. (If applicable) Select if the customer is making any payment and enter the details.
7. Go back to the cart and finalize the transaction. The item now appears in the Pickups section with the status of Requested.

Mark a transferred item as sent

This procedure is done when the sending store sends the item.

1. Go to the Pickups section in the POS terminal.
2. Filter or search for the item and open it.
3. Select Next. This moves the order status to Confirmed.
4. Select Next. This moves the order status from Confirmed to Shipped.
5. That is the final action to complete in the sending outlet.

Receive a transferred item

1. Go to the Pickups section in the POS terminal.
2. Filter or search for the order and open it. It should have a status of Shipped or Completed.
3. Select Next. This moves the order status to Ready to Pick up.

Finalize the sale of a transferred item

1. Go to the Pickups section in the POS terminal.
2. Filter or search for the order and open it. It should have a status of Ready to Pick up.
3. If the customer has outstanding payments to make, process these through the checkout as normal.
4. Once the payment is finalized, select Release items.