Last Updated: November 11, 2025
What is a Transfer?
Transfers allow users to seamlessly move stock from one outlet to another without the need to create additional suppliers. When a transfer is made, the system automatically updates the Theoretical Stock on Hand and Costing Calculations for both the sending and receiving outlets, ensuring accurate and consistent stock management across venues.
The receiving outlet can approve or reject incoming transfers, and any rejected transfers will be sent back for review and resubmission, ensuring clear communication and control.
This enhancement simplifies inter-venue stock handling, reduces manual steps, and provides a more seamless experience for managing stock across outlets.
Enabling Transfers
Please Note: Before you can begin creating Transfers, it's essential to have Venues configured in your Database. Please contact Support to assist you in enabling this feature.
To access the Transfer section, the user will first need to have the relevant authority enabled. A user with access to the Licence > Users section can enable this for users within their database.
To do this, navigate to the Licence section, and select the User page.
Select the user you want to grant access to Transfer, and click Modify authorities.
In the User Authorities window under the Stock heading, scroll down to Access Transfer.
Ensure Access Transfer is enabled, and then review the other available authorities before selecting Save to confirm changes. Please click here to see the User Authorities for Transfers section below to learn what each setting means.
User Authorities for Transfers
There are various levels of access to the Transfer function, all accessible under the Stock heading, via Licence > User > Modify authorities:
|
Parent Authority |
Authority |
Description |
|
Stock |
Access Transfer |
Allows the user to view the Transfers page and create New Transfers, but not deliver them. |
|
Access Transfer |
Read Only |
Prevents the user from creating New Transfers. |
|
Access Transfer |
Can deliver Transfers |
Allows the user to Deliver transfers. |
|
Can deliver Transfers |
Can deliver partial cost transfers |
Allows the user to deliver a transfer if it has had the proportion of cost changed. |
|
Can deliver Transfers |
Can deliver to External Locations |
Allows the user to deliver a transfer to an External Destination. |
|
Access Transfer |
Can adjust approved Transfers |
Allows the user to alter the Transfer record after it has been approved. The user will need access to both the Sending and Receiving outlet of a Transfer to adjust the record. |
|
Access Purchase Orders & Receiving Orders |
Can approve Transfers |
Allows the user to approve incoming Transfers on the Receiving Orders page. |
Configuring Transfer Database Settings
To access database Transfer settings, go to Admin, select Settings, open the Main Settings tab, and locate the Transfer section.
These are the settings that are available for customisation:
|
Setting |
Description |
Database Level |
|
Cost Proportion can be adjusted on a Transfer |
Allow user to adjust the proportion of cost on a Transfer record if authorised. |
Outlet |
|
Include Tax on transfers: Within the same Venue |
Tax is included on a Transfer between outlets within the same Venue when enabled. |
Outlet |
|
Include Tax on transfers: To other Venues |
Tax is included on a Transfer between outlets within the different Venues when enabled. |
Outlet |
|
Include Tax on transfers: To External Venues |
Tax is included on a Transfer when transferring to an External Destination. |
Outlet |
|
How transfers will affect Stock Item Cost |
Choose between one of the following options:
|
Corporate |
Note: If a stock item is transferred with $0 cost, the system will not update the items cost when the transfer is approved at the destination, regardless of selected settings.