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Request a stock transfer from another store

Rose
  • Updated

Request a stock transfer from another store

Fred Office Plus

To request stock from another store, you can first perform a stock check to view the item's stock-on-hand levels at other stores. Next, you can create a draft transfer request, then transmit this request to the target store.

This procedure assumes that your store has already been configured to receive and send electronic transfer requests. For help with getting set up for electronic transfers, contact Fred Support.

  1. In the Supplier card, click the Type tab.
  2. In the Charge Transfer Supplier group, click Open ... and select the store you want to set as a supplier.
  3. (Optional) Set Obey account credit limit for the selected store.
  4. click Save and Close to save your settings.

  1. Click Inventory.
  2. Search for an item and double-click to open it.
  3. click Store Check.
  4. click the store you want to request stock from.
  5. click Order …. to display the Store Transfer dialog.
  6. In the Store Transfer dialog, enter the requested Quantity and a Comment, if required.
  7. Click Order.
  8. Review the details of your request.
  9. Click OK to create the draft Transfer Request.

  1. Click Ordering, then Drafts.
  2. Find the draft with the relevant store name.
  3. Double-click to open this draft.
  4. Review carefully and ensure the Items listed, the Quantity and Comments are correct.
  5. From the Create Transfers menu, select Transfer All In.
  6. In Create Transfer In dialog, select the target store (Fred SA Office) from the Transfer Supplier list.
  7. Ensure Send transfer electronically to this Supplier is selected.
  8. click OK.

  1. Check the Electronic Transfer Confirmation Screen.
  2. Enter a Comment.
  3. Check any items with a Warning appended.
  4. Do one of the following (as required):
    • click Cancel and adjust the Quantity on the draft screen.
    • Select the item and click Remove to remove any items you no longer want to request.
  5. Check Invalid or Unmatched items (displayed at the lower section of the screen).
    • To resolve Invalid or Unmatched items, click Match.
  6. click Order to send the electronic stock Transfer Request.
  7. Click Yes to send the stock, or No to return and review these items.
    • The transfer request moves into Open Transfers until the transfer is processed by the target store.
    • The status of the request is displayed as Sent in Open Transfers.
    • Once the transfer has been processed at the target store, the invoice appears in Transfer Out Invoices.

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