Stock Transfer

Stock Transfer

By reading this document, you will learn how to perform stock transfer operations on the POS system.

Stock Transfer

Transfer Stock from Other Stores/Warehouses

Open POSTap Inventory.

Tap the Stock-in tab Tap the stock transfer icon to create a transfer.

Note: Transfer operations created on the Stock-in and Stock-out pages are different. Transfers on the Stock-in page mean receiving goods from another location (store/warehouse) to the current location.

Tap Source Warehouse  Select a source warehouse.

In the destination warehouse list, select the source warehouse locationTap Save.

The POS supports multiple ways to add products. You can scan the QR code/barcode on products with a scanner to add items, or add all products of a selected category or brand at once. Simply select the corresponding category or brand to add products in bulk.

Or tap to add products. Enter the product name or SKU No. in the input box press Enter check the items you want to transfer  tap Add in the top-right corner.

After adding products to the transfer list, enter S/Trans Qty  Select an appropriate Reason (transfer type). 

Note: The Local column shows stock quantity at the current location; the Source column shows stock quantity at the source warehouse.

Tap Create Delivery Note at the bottom.

After creating the delivery note, the source location POS will show outbound details.

The transfer status is Pending. After shipping, tap the arrow icon to go to the Stock-out page.

On the Stock-out page, verify details,tap Confirm to complete stock-out.

After the outgoing location completes stock-out, the receiving location can perform stock-in operations. Tap Inventory  Tap Stock-in  Tap the arrow icon next to the stock-in record to go to the stock-in page.

On the Stock-in page, verify details,tap Confirm to complete stock-in

Transfer Stock to Other Stores/Warehouses

Open POS Tap Inventory.

Tap the Stock-out tab Tap the stock transfer icon to create a transfer document.

Note: Transfers on the Stock-out page mean sending goods from the current location to another location (store/warehouse).

Tap Destination Warehouse，Select a destination warehouse.

In the destination warehouse list, select the receiving location Tap Save.

The POS supports multiple ways to add products. You can scan the QR code/barcode on products with a scanner to add items, or add all products of a selected category or brand at once. Simply select the corresponding category or brand to add products in bulk.

Or tap to add products. Enter the product name or SKU No. in the input box press Enter check the items you want to transfer  tap Add in the top-right corner.

Add products to the transfer list enter the Transfer Qty select an appropriate Reason (transfer type). Enter Remark(s) if needed.

The Local column shows the stock quantity of the product at the current location; the Destination column shows the stock quantity of the product at the target location.

Next, select an operation for this transfer list from the bottom bar. You can choose Create Stock Transfer or Create Stock Transfer & Stock Out.

Create Stock Transfer: Creates a transfer order for this transfer. The stock-out record status will be Pending Shipment. After the goods are shipped, tap the arrow icon to confirm completion of shipment (stock-out). 

Create Stock Transfer & Stock Out: Creates a transfer order for this transfer and confirms shipment (stock-out) as completed simultaneously.

After confirming shipment, the receiving location can view the stock-in record on the POS. Tap the arrow icon on the right to proceed with stock-in.

Cancel Stock Transfer

Open CMS Tap Inventory Tap Stock Transfer Tap the Stock Transfer tab Locate the record to delete and tap the Cancel icon on the right.

Note: Stock transfers can only be canceled before the outgoing location completes stock-out. Once stock-out is completed, cancellation is no longer possible.