5. Stock Transfer

5. Stock Transfer

Stock transfers help you manage inventory across multiple locations by moving stock between stores or terminals as needed. This feature is especially useful for ensuring that all your stores have adequate stock to meet customer demand.

1. Access the Stock Transfer Menu
In the Posterita POS Back Office, navigate to Stock Control and select Stock Transfer.


2. Create a New Stock Transfer

  1. From Store: Select the store or terminal where the stock is being moved from.
  2. To Store: Select the store or terminal where the stock is being transferred to.
  3. Date Transfered: Confirm or adjust the date for the Stock Transfer.
  4. Reference: Add a reference number for easy tracking of the transfer.
  5. Save: After selecting the stores and adding the reference, click Save to proceed to the item entry stage.

3. Add Items to the Stock Transfer

Search for each item you need to transfer and enter the quantity to be moved to the destination store.

4. Save and Complete the Stock Transfer

  • Save: After entering the items and quantities, click Save to review the transfer details.
  • Complete: Once verified, click Complete to finalize the stock transfer and update the inventory levels in both locations.


Voiding a Stock Transfer

If you need to void a stock transfer, you can do so through the Reports section, ensuring that inventory levels are properly adjusted.

1. Access Stock Transfer Reports
Navigate to Reports > Stock Transfers in the Posterita POS Back Office.


2. Find the Stock Transfer
Enter the date range to locate the specific stock transfer you need to void and open it from the list.


3. Void the Stock Transfer

  1. Click Void to cancel the stock transfer.
  2. Once voided, any adjustments made during the transfer will be reverted, ensuring inventory levels are correct in both stores.


Why Stock Transfers are Important

Stock transfers allow you to efficiently redistribute inventory among different stores or terminals, ensuring all locations have adequate stock to meet customer needs. This helps prevent overstock in some locations while avoiding stockouts in others, leading to better overall inventory management and improved customer satisfaction.

Tips

  • Use Reference Numbers: Assign a reference number to each stock transfer for easy tracking and record-keeping.
  • Double-Check Stores: Ensure you select the correct From and To stores to avoid errors in stock transfers.
  • Review Items and Quantities: Verify all items and quantities before completing the transfer to maintain inventory accuracy.
  • Plan Ahead: Schedule transfers in advance to ensure stores remain stocked, especially during busy periods.
  • Void Transfers When Needed: If a transfer was made in error, void it promptly to correct inventory levels in both stores.

Efficient stock transfers help balance inventory across locations, supporting better stock availability and customer satisfaction.


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