Help CenterHelp Center / Locations and stock · How-to
Ask another location for stock, and follow each request from waiting to received.
A request is a transfer in steps. One location asks, the sending location approves and sends, and the stock is in transit until the destination receives it. Use it when the two locations are run by different people, or when the journey takes time.
| Status | Meaning | Who acts next |
|---|---|---|
| Waiting for approval | Asked for, nothing has moved | Staff of the sending location |
| Approved | Accepted, not yet sent | Staff of the sending location |
| In transit | The stock has left the sender and is not yet at the destination | Staff of the receiving location |
| Received | Added to the destination. Finished | |
| Rejected, Cancelled | Closed without completing |
Choose From (the location that will send) and To (the location that needs stock). Under Add products, search by name, barcode or ID, enter each Quantity, and add a Note if you want. One request holds at most 200 products.
Select Request. The request opens, and the staff of the sending location approve and send it: see Approve, send and receive a transfer request.
Staff assigned to some locations can request stock only for their own locations, unless the owner ticked May send stock to any location under Staff and riders.
The columns are the request number, Date, From, To, Products, Units, Status and Requested by. Open at the end of a row opens the request. A request made from Replenishment carries a From replenishment badge on its page.
Staff assigned to some locations see the requests to or from their locations, and the ones they made.
To move stock at once, use Transfer stock. With Transfer approval on under Staff and riders, staff of some locations are sent to the request form instead.
A new request is refused with "Stock tracking is off for your shop. Turn it on in Settings to do this." Requests made before stay listed.
| Message | Meaning |
|---|---|
| Add a second location before transferring stock. | Your shop has one active location |
| Choose two different locations. | From and To are the same |
| You can only request stock for your own locations. | Choose one of your locations under To |