Description: Learn to activate and utilize the Transfer Stock feature in Connect for seamless inventory management and tracking stock transfers between locations.
Transfer Stock is a feature that gives users the ability to have all Count Outs from their stand sheets move back to the Live Inventory counts. A Transfer will be created to track the items that are moved between the locations.
To Enable Transfer Stock:
- Navigate to Vendors.
- Select the desired vendor.
- Under Vendor Settings, scroll down and change the toggle to Yes for 'Enable Transfer Stock.'
- Select the appropriate vendor or warehouse under 'Select Default Location To Return Stock' dropdown.
- If left unset, you will be prompted to select the location from the Standsheet.
To Use Return Stock:
- Navigate to Events > Manage Events.
- Select View Standsheets.
- Select the desired vendor.
- Select the Close and Transfer button at the top.
- The user will have the ability to choose between Chargeable Items, Non-Chargeable Items, and All Items from the dropdown.
- Once the items to transfer are selected, a location window will open to select Warehouse or Vendor and choose the specific location.
- After choosing a location, select Close and Transfer Stock. A confirmation message will display.
- Select OK to finalize the transfer and close the stand.
- The completed transfer can be viewed under Inventory > Transfers.
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