Send the stock another location asked for, receive what arrives, record what was lost on the way, or cancel.
Where to find itCatalogueLocations & stockRequestsOpen
Before you start
Needs two active locations and stock tracking. More than one location is included from the Scale plan.
Plan
Scale
Needs
Included with the plan
Who can use this
Shop owner, Shop Manager, Shop Product Manager
Open a request with Open on the Requests tab. The page is titled with the request's number and status, and lists each product with its Requested, Sent, Received and Lost in transit quantities. See Transfer requests for the statuses.
Approve and send
Staff of the sending location act on a request that is Waiting for approval or Approved. The At source column shows how much the sending location has.
Check the quantities
Adjust the Sent quantities if you have less. 0 leaves a product out.
Send
Select Approve and send. The stock leaves the sending location now and is in transit until the destination receives it.
Approve only accepts the request without sending yet. The button then reads Send.
Reject, with an optional reason, closes a request that has not been sent.
Receive
Staff of the receiving location act once the request is In transit.
Enter what arrived
Enter the Received quantity on each line. It cannot be more than was sent.
Explain a shortage
If less arrived, say why under If less arrived, why?, for example "2 damaged in transit". What did not arrive is recorded as Lost in transit.
Receive
Select Receive. The received quantities are added to the destination.
Cancel
Staff of either location, or the person who made the request, can cancel it, with an optional reason. Before it is sent the button reads Cancel request. While it is in transit the button reads "Cancel and return to" with the sender's name, and the stock goes back to the sending location.
When stock tracking is off
Sending is refused with "Stock tracking is off for your shop. Turn it on in Settings to do this." Stock already in transit can still be received or cancelled.
Messages
Message
Meaning
Only the staff of the location that sends the stock can approve it.
You do not work at the sending location
Only the staff of the location that receives the stock can receive it.
You do not work at the destination
Send at least one product, or reject the request.
Every sent quantity is 0
You cannot receive more than was sent.
Lower the received quantity
Say why less arrived than was sent (e.g. damaged in transit).
Fill in the reason
One of the two locations is switched off. Switch it back on, or cancel the request.