Transfer Stock is a feature that gives users the ability to have all Count Outs from their stand sheets move back to the Live Inventory counts. A Transfer will be created to track the items that are moved between the locations.
How To Enable Transfer Stock:
- Navigate to Vendors.
- Select the desired vendor.
- Under Vendor Settings, scroll down and change the toggle to Yes for 'Enable Transfer Stock.'
- Select the appropriate vendor or warehouse under 'Select Default Location To Return Stock' dropdown.
- If left unset, you will be prompted to select the location from the Stand Sheet.
How To Use Return Stock:
- Navigate to Events > Manage Events.
- Select View Standsheets.
- Select the desired vendor.
- Choose the 'Close and Transfer' button at the top.
- The user will have the ability to choose between Chargeable Items, Non-Chargeable Items, and All Items from the drop-down.
- Once the items to transfer are selected, a location window will open to select Warehouse or Vendor and choose the specific location.
- After choosing a location and selecting 'Close and Transfer Stock,' a confirmation message will come up.
- Select OK to finalize the transfer and close the stand.
- The Completed transfer can be viewed under Inventory > Transfers.