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Transfer products between locations

Move stock from one clinic to another, and keep a record of what was sent and received.

Table of Contents

Transfers need at least two locations. With one location, Create Transfer stays off.

Send

  • Go to Stock, open Transfers and click Create Transfer.

  • Choose the Origin Location and Destination Location.

  • Under Products, add each item and its Quantity. Available shows what the origin holds.

  • Send it, or click Save as Draft to finish later.

Receive

Once the stock arrives, open the transfer and enter Receive now for each item, then click Receive. Levels at both locations update. If only part arrived, the transfer shows as Partial until the rest comes in.