Bulk Transfer Between Locations

Click the menu icon to access the main navigation panel.

Select Inventory.

Select 'Bulk Transfer' from the menu to initiate a transfer of inventory items between locations.

Click on 'New Transfer' to start the process.

Toggle the switch to 'Enabled' or 'Disabled' to determine the bulk transfer flow. When set to 'Enabled,' you'll be prompted to enter the received quantity for each SKU. With 'Disabled,' simply clicking the transfer button moves all products immediately, bypassing any quantity confirmation.

Select a sender from the dropdown menu. This is the source from which products will be shipped.

Select an option from the Sender's Warehouse dropdown to initiate the bulk transfer setup. Ensure the inventory you're transferring is located in the chosen warehouse.

Choose the destination store or branch from the dropdown menu to designate where the products will be transferred.

Choose the appropriate option from the dropdown menu labeled 'Receiving Warehouse' to specify where the items will be delivered.

Enter a title describing the bulk transfer in the field provided.

Choose either from Import Product from PO, from Categories, or from the template to add the products to be transferred.

Select the button labeled 'Import Product from PO' to initiate product importation from purchase order.

Input the purchase order number in the PO# field to proceed with the search.

Click 'VIEW' to access the details of the selected purchase order.

Click the 'Add' button to include the selected purchase order in the transfer list.

Select "Import Product From Categories" to browse and import items into the system based on their specific categories.

Choose a category from the dropdown menu to proceed with the transfer.

Click 'Download Template' to get the product import file. You must enter the SKU (mandatory), while Product Name and Package Reference are optional. After filling it out, click the 'Import Products from Excel' button.

Input the desired quantity to be transferred in the provided field.

Click 'Create Transfer' to proceed with initiating the transfer process for the selected products.

Once the transfer is created, the status will switch to pending. This means you can still modify the transfer since it hasn't started yet. If changes are necessary, simply click the edit button.

Click to initiate the transfer process for the selected item.

Click 'CONFIRM' to start the product transfer. The next steps will vary based on the "Need to Receive" setting. If it's disabled, clicking 'CONFIRM' will instantly mark the transfer as complete. If enabled, the process will continue with further steps.

Since the "Need to Receive" setting was activated when the transfer was created, the status now changed to "Need to Receive," signifying that the products are now in transit.

Upon receiving the transfer at the branch, promptly click the receive button.

Update the quantity received reflect the accurate stock movement.

Click 'Complete Receive' to finalize the transfer process.

Press the 'CONFIRM' button to finalize the receive process.

Transfer now completed. Click the 'VIEW' button to access the details of the specific bulk transfer transaction.