Stock transfers are used to create stock adjustments for multiple products in one go. Either because they are being sent back to the supplier or because they are being sent to another branch.

(To record stock movements into the practice for more than one product at a time the purchase order system should be used. See our other articles and training videos on this subject.)

The stock module is accessed by clicking on the yellow arrow pointing to the right to
display the 2nd set of icons and then by clicking on the stock module icon.

This will open the stock module

Click on the stock transfer button

Click on the button ‘Create Stock Transfer’

Select if you are sending this list of products to another branch or back to the supplier by selecting the appropriate bullet.

Select the supplier or the branch from the applicable drop down.

Type a reference for this transfer

To add products to the stock transfer list either select a product from the drop down and, click ‘Add Product’.

Or, click ‘Search by Description’. Type in the description of the product, click ‘Go’, select the product from the list and click ‘OK’

Or, click ‘Add frame or Sunspec’

Or, Click ‘Scan Item’ and use your barcode scanner to scan a product barcode

Once the products included in the stock transfer have been added to the list, amend the quantities in the 'Qty' column of each product line where applicable.

Once complete click ‘Send Stock Transfer’