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Overview: As the manager of a restaurant, you want to carry out a stock transfer in order to move items between different sites according to operational needs.
Start from: The Easilys menu.
- Select Stock > Stock transfer.
- Select +Create at the top right of the screen.
A new stock note appears on the right-hand side of the screen.
- Select the destination site for the stock transfer.
Note: To view destination sites, the transfer tag must be present on both the transferring and receiving sites.
To find out more, consult the resource Set up the transfer of stock between different sites.
- Select + Add a product to search for the item you wish to sell.
In this way, only products currently in stock on the site appear in the list.
- Indicate the quantity you wish to transfer in the Qty transferred box.
- Modify the unit price if necessary.
- Add a comment if necessary.
- Select Save at the bottom of the stock note.
The transfer note is created. It appears in the list of available transfer notes on the left of the screen.
- Select Dispatch to finalize the stock transfer.
The Send the transfer order window appears.
- Add a comment if necessary.
- Select Validate.
The products included in the stock transfer note are then removed from the stock of the site transferring them.
A credit invoice is created on the seller's site. On the destination site, a reception note is created with the status In progress.
- Validate the receipt when you actually receive the products.
Products go into stock.