Overview

Store Transfers is a back-office function that allows stock to be moved between stores. There are several methods available depending on the situation and your store's requirements. This guide walks through each transfer type, outlines key features, and provides step-by-step instructions to help you manage stock movements accurately and efficiently.

Important Information

Key Features

• Mandatory Tracking Numbers – Tracking numbers are a required field for all inter-store transfers, ensuring accurate reporting and improved transfer tracking across the business.
• Cancel or Mark as Lost – Transfers can be marked as Cancelled or Lost where required, keeping stock records accurate and resolving transfers that can no longer be completed.
• Alerts for Unactioned Transfers – A configurable day threshold triggers alerts to relevant stores when transfers remain unactioned, improving visibility and supporting effective stock control.
• Reprint IST Reports – IST Send Reports can be reprinted at any time using the Reprint Xfers feature, providing easy access to historical transfer records.

Transfer Types

1. Send Items

Send Items allows you to transfer stock directly to another store. Use the steps below to complete a transfer.

How to Send Items

1. Select your store in the Send From field — this is the store you are sending the items from.
2. Select the destination store in the Send To field. Note: you will only be able to select items that have available quantity in your store.
3. Enter a tracking number in the Tracking # field — this is mandatory for all inter-store transfers.
4. Fill in any other relevant details such as Via and Date Sent.
5. Add items by entering the item number in the Item # field and clicking Go. You can add as many items as needed on this screen before sending.

Send Items screen

2. In Transit Report

The In Transit Report is a report that can be generated to view all current transfers in progress across the business. It provides visibility over items that have been sent but not yet received, helping stores and head office track stock movements in real time.

How to Access

Navigate to Store Transfers in the back-office menu and select In Transit Report as shown below.

Store Transfers menu — In Transit Report highlighted

Once opened, the report displays all items currently in transit between stores, including sending and receiving store, item details, tracking number, quantity, and value.

Inter-Store Transfer Send Report

3. Receive Items

Once stock has been sent from another store, the receiving store must acknowledge and accept the transfer. This updates inventory in both stores — adding stock to the receiving store and removing it from the sending store.

How to Receive Items

1. Navigate to Stock > Store Transfers > Receive Items in the back-office menu.
2. Select the store that is receiving the stock in the Receive Items Into field.
3. Check the stock you received against the items listed on screen, and tick each item you have physically received.
4. Click OK to confirm the receipt. The stock will be added to the receiving store's inventory and removed from the sending store.

Receive Items screen

4. Create Requests

Create Requests is used when one store needs stock that another store holds and wants to formally request it. Once submitted, the request must be actioned by the store holding the stock before items are transferred.

How to Create a Request

1. Navigate to Stock > Store Transfers > Create Requests in the back-office menu.
2. Select the store you are requesting stock from in the Send From field (e.g. Store 1) and the destination store in the Send To field (e.g. Store 2).
3. Enter the Stock #, quantity, and any other relevant details for each item you need.
4. Click Add to add the item to the request. You can add as many items as needed before submitting.
5. Click OK once all items have been added to submit the request. The store holding the stock will then need to action it.

Create Requests screen

5. Action Requests 

Action Requests provides an overview of all requests submitted through the Create Requests function. When a request is actioned from this screen, the items are sent to the requesting store. Please note that the receiving store must still complete a Receive Items action to accept the stock into their inventory.

6. Reprint IST Reports

A menu item called Reprint Xfers has been added to the Stock > Store Transfers menu. This opens a search form that allows you to find and reprint IST Send Reports based on the parameters you supply.

Stock menu — Reprint Xfers option highlighted

How to Reprint an IST Report

1. Navigate to Stock > Store Transfers > Reprint Xfers. The Reprint IST Report search form will open.
2. Enter your search parameters — you can search by Tracking #, date range, From Store, and/or To Store.
3. Click Find Xfers to run the search. The results will display in the list view, returning between 1 and 50 matching records.
4. Select a row from the results by clicking on it to identify the transfer you wish to reprint.
5. Click Reprint to open the IST Send Report form and complete the reprint.

Reprint IST Report search form

Search Result Messages

The search may return one of the following messages depending on your parameters:

Results View

A successful search will display matching transfers in the list. Select a row and click Reprint to proceed.

IST search results list

IST Send Report

Once you click Reprint, the IST Send Report form opens allowing you to select output format and columns before printing.

IST Send Report output form

Additional Information

• Reset – Clears the list view and returns the form to its original condition.
• Cancel – Closes the form without reprinting.