The Stock Transfer is a feature which let a owner of a network of stores, to transfer stocks between stores and warehouse. This feature provide a good follow-up on the each items stock which are transfered. We’ll then explore how the stock transfer works on NexoPOS.
Requirements before using the stock transfer feature
Before using the Stock Transfer, you need to enable the multi store feature, and have the module Stock Manager enable as well. In order to know how to enable the multi store feature, you can read this tutorial. In order to know how to manage module on NexoPOS, there is another tutorial for that. Because enabling the Stock Manager module is required for this tutorial.
What are the diffrent type of transfer available on NexoPOS
NexoPOS offers two types of stock transfer. The first type is a transfer send directly from one location to another location also known as “Direct Stock Transfer“. For instance it can be from the warehouse to a store, or from a store to another store. The second type is a request of transfer send from one location to another location also called “Requested Stock Transfer“. This latest unlike the Direct Stock Transfer, require a request to be send first. And this request can be “rejected” or “approved” by the end location, which can be the Warehouse or another store.
How to make a Direct Stock Transfer
Once that your system is set, and the Stock Manager is enabled, that will add new menus from the warehouse and on the stores, which look like this.
You now have to click on “New Transfer” to make a “Direct Stock Transfer“. So let’s click on “New Transfer“.
This UI is set in 4 diffents parts :
- The title : this should be a short name of the current transaction, and might help the recipient location (store or warehouse) to indentify the request more faster.
- Send to : it’s the place where select the recipient of the request. Once again, it can be the warehouse, or any other store.
- Search Field : this field let you search and add item which need to be transfered. You can search using the SKU, the name or the barcode.
- Transfer Table : this table show which items has been selected for the transfer, and what are the quantities.
For the purpose of this tutorial, we’ll transfer one item with 10 quantities from the warehouse to the Store 1. The table should looks like this.
Once an item has been added to the table, you can increase or reduce the quantity, by clicking on “-” or “+” sign. There is also a button with the “x” to remove the item from the table. Now that you’re set, you can click on the button “Send The Stock“. A confirmation popup will ask you to confirm your action, click on “OK“;
Normally, the recipient should be able to see the new Direct Stock Transfer on his transfer history. He can then approve or reject the request. For instance, we have the transfer “Transfert 1” and we click on “Options” to see the transfer options.
If the recipient refuse the Direct Stock Transfer, it can be fore a specific reason, The recipient can provide a reason of the rejection.
How to proceed to a Request Stock Transfer
As said before, the Reques Stock Transfer, is made in 2 parts. We have first the request, of a stock which is send to the recipient, and unlike the Direct Stock Transfer, where a store/warehouse send the stock that he possess, for the Request Stock Transfer, a store/warehouse request a stock that he don’t possess. So, the recipient will only have to approve or not to send the requested stock.
Before requesting a stock, within the stock transfer menu, you need to click on “New Request“.
The UI to request a stock is quite similar to the one used while send a Direct Stock Transfer.
- Title : you need to provide a title, which can help to identify the request quickly
- Request to : is the store/warehouse from where you want to request a stock
- Search Field: helps you to add item which require a stock
- Requested items: display all the items which will be send on the request
Once you’re done, click on “Request the Stock” and confirm your action. Normally the recipient should see the request on his history, and he can approve or reject the request and provide a reason. Even before approving a request, you must confirm your action.
If the stock is approved, NexoPOS will check for each requested item the available stock, if the stock is insufficient, the transfert will fail.
Otherwise, the stock will be transfered to location who requested (store/warehouse).
If you manage a network of stores, and would like to be able to send stock between each store, then you can use the stock trasnfer feature available on NexoPOS. This feature is added by an included module called Stock Manager. There is 2 diffrents type of stock transfer : Direct Stock Transfer and Request Stock Transfer. The first is an active transfer action, since it’s the store/warehouse who send the stock that he possess, the second starts with request from a store/warehouse who request a missing stock.