11.1 Adding a stock transfer

Before you can transfer devices from one location to another, you must create a stock transfer.

To add a stock transfer:

  1. Select the Stock Transfers category.

    You must have the appropriate permissions to access this category. See section 8.1, Setting up inventory roles.

  2. Click Add.

    The Add Stock Transfer screen appears.

  3. Complete the following details:

    • From Location – select the location where the devices are currently held.

    • To Location – select the location to which you want to transfer the devices.

    • Stock Code – select the stock code for the devices you want to transfer.

    • Quantity – type the quantity of devices you want to transfer.

    • Courier – select the method you want to use to transfer devices between locations.

    • Tracking Number – type the tracking number for the courier.

      You may want to leave this blank, and come back to edit the stock transfer to add the tracking number once you have dispatched the stock transfer.

    Note: You can control the available options in the Stock Code and Courier drop-down list using the List Editor; see section 8.2, Editing inventory lists.

  4. Click Save.

11.1.1 Adding a stock transfer from the View Location screen

As an alternative method, you can create a stock transfer from the View Location screen.

  1. Search for a location and view its details.

    See section 9.2, Searching for a location.

  2. On the View Location screen, select one of the following options in the button bar:

    • Transfer Stock from Here – opens the Add Stock Transfer screen with the From Location field filled in with the current location.

    • Transfer Stock to Here – opens the Add Stock Transfer screen with the To Location field filled in with the current location.

    You may have to click the ... option to see any additional available actions.