Transfers

What is a transfer & Why do we use them?

A transfer is used to move stock from one unit to another. Stock will be delivered into an outlet (I.e. the cellar). These items would then have to be moved to the outlet/unit in order for them to be sold/used. To have to stock in these areas, a transfer must be completed on the system. This means that when completing a stock take, true results for every outlet can be given. Any risk outlets/units can be identified and investigated, as long as all transfers have been completed fully and truthfully.

 

transfer
verb
3rd person present: transfers
/transˈfəː,trɑːnsˈfəː,tranzˈfəː,trɑːnzˈfəː
 
make over the possession of (property, a right, or a responsibility) to another.
"we will transfer full planning responsibility to local authorities"

How to Complete a Transfer

To complete a transfer, navigate to the transfer tab on the left-hand side of the page. Then select ‘Start Transfer’ on the top right-hand side. From the pop up, select the outlet where the stock is coming from, where the stock is going, the date of the transfer and a reference in order to be able to identify the transfer from a glance.

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When you press ‘Start’ it will bring up a list of all products that are held in the outlet you are moving stock from. Use the search function at the top of the page to find the items of stock that need to be moved. Within this product list, it will show the quantities of products that are in the outlet. You will only be able to move stock from this outlet if there is stock available. If you enter a value greater than what is in stock, the ‘Save’ button will disappear. Once the correct value is entered, you will be able to click ‘save’ at the bottom of the page. This will send the transfer across to the opposing outlet to approve.

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When completing a transfer, you can choose which Stock Group the stock is being transferred from. For example, this can be Beverage stock or Food stock. To change the group, simply go to the 'Stock Group' drop down in the top left hand corner and select the correct group.

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Approving a Transfer

To approve a transfer, return to the Transfer Summary page and click ‘View’ on the relevant transfer.

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On this pop up, you are able to review what products have been requested.

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Once the transfer has been reviewed, you can approve the transfer at the top of the pop up.

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This transfer will then appear in the ‘completed transfers’ section of the Summary page.

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Deleting a Transfer

To delete a transfer, go to the Transfer Summary page and select ‘View’ on the relevant delivery.

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At the bottom of this pop up, there will be an ‘Unapprove Transfer’ button. This will then delete the relevant transfer from having an impact on the stock holding. This transfer will now appear in the ‘Deleted Transfer’ section of the summary page.

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The transfering site will then see this transfer within their own system and can amend/delete where necessary

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