The Stock Transfer is the next step after the Warehouse Request. It means that you've sent the items from the Warehouse to the Request Initiator.


TABLE OF CONTENTS


Precoro will notify you if and when a new Stock Transfer is required. You can also enable the Warehouse Request initiator to receive an email notification on the new Stock Transfer creation. To learn more about its function please consider this article.


How to create a Stock Transfer


There are two ways to create a Stock Transfer:


1. Directly from the Warehouse Request.


2. From the Inventory page.

 
To do that, please navigate to the left-side menu and choose Inventory Create Stock transfer.

The sticker number on the Create Stock Transfer button indicates the number of open Warehouse Requests to complete for Stock Transfers. 

 


2. On the next page, please choose a Warehouse Request to complete the Stock Transfer. 


3. On the Stock Transfer page, you can see the required items and available stock balance. Put the amount in the Warehouse column. You can transfer items from multiple warehouses at one time.


If you want to keep transferred items in another Warehouse - choose the Warehouse in "Transfer to."


4. To complete this document, press "Create." 


Managing and tracking a Stock Transfer


Press the Stock Transfers button in the Inventory section to see the list of all transfers and manage them with the filters.



How to cancel a Stock Transfer


After the Stock Transfer is canceled, the Warehouse Request gets a "Not transferred" status.



The Stock will be updated, and the transferred amount will return.