Stock transfer in POS

Stock transfer in POS

Create a transfer order to move stock between your locations from the Stock transfer page of your POS application. Stock transfers created using this function can be created between any two locations of your Cin7 Core organization, not only to or from the current POS outlet.

  1. Go to Menu → Inventory → Stock transfer. This page will show all transfer orders created from this outlet. From the top right you can search for a stock transfer or filter stock transfers by Draft, Completed or Canceled status.

  2. Click New stock transfer to open a popup window.

  3. Choose a From and To location for the stock transfer. Stock transfers can be created between any two locations of your Cin7 Core organization, not only POS outlet locations.

  4. Select an Effective date for the transfer.

  5. Click Add to begin adding products to transfer. This will open a pop-up window.
         

  6. Products to order can be added in four ways:

    • Single: Select a single product or single product family. Search using product name/SKU, and click the product to add to the purchase order.

    • Automatic: Click Ready to scan and scan the barcode SKU or Batch/Serial number of the desired product to add it to the purchase order.

    • Inventory: Scan the barcodes of several products and save them in your scanner memory (not supported by all barcode scanners). Next, dump all the scanned barcodes using this option. You must enter one barcode per line in this field and click Add.

    • Manual: Manually enter the barcode of the product that you want to add to the purchase order using this option and click Add.

    • Note: Product families will added as a single entry to the purchase. Product variant quantities can then be edited in the next step.

    • Note: Only products that have already been listed in your Cin7 Core POS store will be visible, even if the same product is available the From location.

  7. Select a product to add it to the stock transfer. Close the transfer window when you have added all the required products to edit stock transfer quantities.
         

  8. All the products that were selected in the previous stage will be listed on the transfer window. You can manually edit the quantities to transfer here. Click Add when you have finished entering the quantities to add the stock transfer in Draft status.
         

  9. When stock is received, click the draft stock transfer to open it and Complete the stock transfer.
         

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