How do I transfer stock from one branch to another?
Transferring stock can help you:
- Move inventory between branches while maintaining accurate stock counts
- Track the source and destination of transferred goods for auditing and accountability
- Ensure receiving branches confirm receipt of goods, improving inventory accuracy
- Avoid over-ordering by reallocating existing stock from overstocked branches
ℹ️ Only Administrators, Inventory Managers, or custom roles can create/manage stock transfers
To transfer stock from one branch to another:
- Log in to your Moniebook account
- Select Inventory on the left-hand side
- Select Stock Transfer
- Select New Order
- Enter the information into the fields:
- Source branch: where the stock is coming from
- Destination branch: where the stock is going to
- (Optional) Add an expected date: when you expect the stock to arrive to the destination branch
- (Optional) Add a note or reference
- Items to transfer: the stock you’re transferring
- Select Submit
Once submitted, the stock will be deducted from the source branch and a pending transfer will show up at the destination branch. Once the stock has physically arrived at the destination branch, make sure to mark the pending transfer as Received.