When you transfer stock between branches, you can send an alert notification to staff to advise them of the transfer.
Introduction
When you want to transfer Stock items from one Branch to another, you are able to send an alert notification to all or selected staff at the Branch you are transferring from.
If you are transferring Stock items from your Branch, you are able to book a courier as part of the transfer process.
Stock Transfer
You can create a Stock Transfer from your Branch to another Branch, or from another Branch to your Branch.
If you are transferring from your Branch to another Branch, you can either book a courier, or send a notification to selected Staff at the Transfer From Branch.
If you are transferring from another Branch to your Branch, you can send a notification to selected Staff at the Transfer From Branch.
If this is not your default Branch, the ability to book the courier depends on whether you have the From Branch assigned to your User as an Input Branch.
- Go to Stock > Transfer.
- Click New stock transfer.
- Select the From branch, To branch and Requested by staff fields. The Requested By person must be someone at theTransfer to Branch.
- Click Confirm.
On the next screen, add the Stock items that you wish to transfer.
- Select the Stock item, and Quantity, and click Add.
As you add items, they are displayed below. When you have added all Stock items required:
- Click Save and Close.
Confirm and Book Courier or Notify From Branch
If you are transferring from your Branch to another Branch, you are taken to a confirmation screen where you can either enter the courier details to book a courier, or click Cancel to notify staff at your Branch. The notification can go to staff at the Transfer From Branch.
Otherwise, the Send transfer notification screen is now displayed.
Book Courier
When you click Save and Close from the Stock Transfer screen, and you are transferring from your Branch, you are taken to the Confirm stock transfer out screen.
You can either:-
- Book a courier, or
- Click Cancel to send a notification to someone at the Transfer From Branch.
To book a courier:
- Select the Courier from the dropdown list, or add one by clicking the blue
Plus icon. - Click Book Courier.
- Click Confirm.
Don't book Courier:
If you do not need to book a courier, click Cancel to be taken to the Send Transfer Notification screen instead.
Send Notification Options
Where you are transferring From your Branch to another Branch, or when you clicked Cancel from the Confirm stock transfer out screen because you did not need to book a Courier, you are taken to the Send Transfer Notifications screen.
In the Send Notification screen, you may select who at the Transfer From branch you would like to notify about this transfer.
You may notify one selected person, several selected people, or all Branch staff at the Transfer From Branch.
- Click Notify selected staff and select the person at the Transfer From branch. (Refer below to select several people to notify) or:
- Click Notify all branch staff, or:
- Click Don't notify anyone.
If you wish to notify more than one person:
-
Click the multi select menu icon
to select the staff to notify staff. -
Select the first person to send the notification to and click Add.
The name will be displayed in the Selected box.
-
Select the next person to send the notification to and click Add.
When you have selected the people you wish to notify,
-
Click X in the top right of this screen to close this screen.
On the previous screen:
-
Click Notify selected staff.
Branch Notification Alert
The notification alert will be displayed to the selected Users in the Alerts on the right hand menu of their system screen.
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Last updated: 7 April 2022.