How to Transfer Products Between Warehouses

Product transfer is used for shops with multiple warehouses or branches to transfer products from one warehouse to another. The product transfer process can be done in 3 ways as follows:

 

Method 1: From the Products Menu

1. Go to the “Inventories” menu, section “Products.”
2. Select the product that you want to transfer.
3. Select the “More” button.
4. Choose “Transfer.”

 

5. The system will create a product transfer record. The store can select the warehouse to transfer the product and fill in the required information. Once done, press the “Save” button.

 

Method 2: From the Product Menu (Product Transfer List)

1. Go to the “Inventories” menu, section “Product Transfer”.
2. Press the “Add Product Transfer button.

 

3. Select the warehouse and fill in the required information. Once done, press the “Save” button.

 

4. The system will create a product transfer list. The store can proceed to transfer the product by pressing the “Complete it” button.

 

Method 3: Creating a Product Transfer List Using Excel

1. Go to the “Inventories” menu, section “Product Transfer”.
2. Select “Import Excel File”.

 

3. Press “Download Template” to get the template used for entering product transfer data.

 

4. Example of Data Entry

• Transaction Number: You can enter any transaction number or type “Auto” to have the system automatically generate a transaction number.
• Transaction Date: Enter the desired date, following the specified format, and ensure the format is set to Text.
• Transaction Status: There are two options:
• Pending Transfer: When the data is imported, the status will be “Pending Transfer,” allowing the store to verify the accuracy and transfer the product manually.
• Successful: When the data is imported, the status will be “Successful,” and the products will be immediately transferred to the warehouse.
• From Warehouse/Branch: Enter the name of the source warehouse to transfer products from.
• To Warehouse/Branch: Enter the name of the destination warehouse to transfer products to.
• Product Code: Enter the product code to transfer.
• Product Name: Enter the product name to transfer (both the product code and name must be entered correctly; if either is missing, the system will not pull the product information to create the transfer record).
• Quantity: Enter the quantity of the product to transfer.

5. Once the data is filled in, save the file and import it into the system by pressing the “Import File” button again.
6. Click “Save”.

 

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