The Inventory Transfer interface allows you to access and manage all transfer requests you created on the platform. In this article, you will learn about all the available options.
Accessing the Inventory Transfer Interface
Go to Products & Inventory > Stock Transfer.
All transfer requests will appear, including their statuses.
Searching for Inventory Transfer Requests
Search for the request using the transfer invoice number.
Customizing Columns
Click Customize Columns.
Check (✔) the data you want to display, such as User.
Checking Inventory Transfer Status
Available statuses:
Waiting Receive: The transfer order has been sent but not yet received.
Waiting Send: The transfer order has been created but not yet sent.
Accepted: The transfer was fully received.
Partially Accepted: Part of the transfer was received and part rejected.
Rejected: The transfer was completely rejected.
Exporting Inventory Transfer Requests to Excel
Click Export All.
An Excel file will be downloaded to your device.
Printing or Saving an Inventory Transfer Invoice as PDF
Click the (🖨️) printer icon.
Select the details you want to include in the print view.
Click Print.
In the print window:
To print: Select the printer name and click Print.
To save: Select Save as PDF, then click Save.
FAQs
1. Can I see the name of the user who performed the inventory transfer?
Yes, you can:
Click Customize Columns.
Check (✔) the User option.
The user’s name will appear in the data.
2. Can I view inventory transfer details in summary form?
Yes, you can:
Click the (👁) icon.
A summary of all details will appear.
3. Can I restrict user permissions to hide product cost during inventory transfer?
Yes, you can:
Go to Settings > Users > ⚙️ > Edit User.
Go to User Permissions > Purchases & Suppliers.
Disable the Show Cost Price permission under Inventory Transfer Details.
Click Save Custom User.
4. Can I reject all inventory transfer requests at once?
Yes, you can:
Check (✔) the requests you want to reject.
Click Actions.
Select Reject All Requests.
Click Confirm. The requests will be rejected immediately.