Stock Transfer Screen
Notes: We would like to set a stock target for 2 of each product from our top 10 vendors* at the Kirkwood location.
To create a Stock Transfer, go to Orders >> Misc Orders >> Create Stock Transfer Order
- Select the Product Warehouse From & the Product Warehouse To
- All Qty >= Use this if you want to be sure to leave behind stock. Let’s say you want to order Ravensbuger 300 piece puzzles, but you want to leave at least 2 of each in Fenton. You would use a All “Qty>=3”
- Product Class Jigsaw Puzzles and Games (this will exclude defective aka Scratch & Dent items)
- Product Manufacturer (In our example, would be Ravensburger)
- Product Attribute (In our example would be 300 piece)
- Product Criteria Could be used if you are looking for a specific item
- IMPORTANT: Ignore Stock Targets set this to Yes
- If moving or appending to an existing order: Enter a valid Order Number in the Order ID field
Once you have created your Stock Transfer (in our specific use case) from Fenton to Kirkwood, you will need to sort the data.
- Sort by Available in Kirkwood
- Hold shift key and sort by Available in Fenton
- Select Buyer
- Select the number ‘2‘
- Check the box next to Insert Order
- Next, you will be adjusting the order quantity
- If Available in Fenton is 3, bring the Transfer to Kirkwood number down to 1
- Next, if the Available in Kirkwood is 1, set the Transfer to Kirkwood stock level to 1
- Uncheck the box for any that should be 0 (any case where Fenton’s stock would drop below 2)
- Scroll to the top and click Insert Order
When you are ready to pick the order, go to the Stock Transfer Screen
- Pick Order – select the warehouse you are picking FROM (In our example, Fenton)
When the order arrives (in our case to Kirkwood)
- On the Stock Transfer Order, Go to Actions >> Manage Inventory & select Make Inventory Available & Move to Location
- Select the Warehouse you are delivering to (In our case, It would be _TMP Kirkwood)
- Apply Action to make the inventory Available
When the order arrives (to Fenton)
- On the Stock Transfer Order, Go to Actions >> Manage Inventory & select Make Inventory Available & Move to Location
- Select the Warehouse you are delivering to (In our case, It would be F Fenton)
- Apply Action to make the inventory Available
*Springbok, Ravensburger, Buffalo Games, Lafayette, Ceaco, MasterPieces, White Mountain