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Overview: Stock transfer enables you to transfer stock from one site to another, by generating stock transfer type receiving and invoicing slips. This enables us to keep track of these disposals.
Start from: The Easilys menu.
To use the stock transfer function, you need to create one or more stock transfer tags, so that you can tell Easilys which sites can transfer/receive stock.
These two steps are mandatory to use the feature.
Create a stock transfer tag
The tag tells Easilys which sites can sell stock to each other. Sites sharing at least the same assignment tag can send assignments to each other, and consequently receive assignments from each other.
In fact, without this tagging system, it would be impossible to determine which site can transfer and receive with which other site.
- Select Sites in the main menu > Administration of tags.
In the Stock disposal sites section :
- Select +Add a tag.
The Create tag window appears on-screen.
- Fill in the requested information.
- Select Create to validate the creation.
Indicate which site can sell/receive stock from another site
- Go to your site settings by clicking on your username, available in the sidebar on the left of the screen.
- Then select the Site settings tab.
- Update the main site information by selecting the Update icon visible in the "Contact information" frame.
The Modify a site pop-up window appears.
- Check the Authorize stock transfers box in the Stock transfer section of the form.
- Add the stock transfer tag shared by all sites that can transfer stock to each other.
- Select Update at the bottom of the Modify a site window.