Use Requisitions to record stock movement between inventories
Please note: in the Transfers module, there's 2 options to Transfer stock. You can create a New Transfer, or a New Requisition. Fundamentally these two options do the same thing - they move stock between Outlet Inventory Counts, but the difference is perspective.
If you are sending stock to another outlet, and wish to record this, then you need to add a New Transfer.
If you wish to request stock from another outlet, then you need to create a New Requisition Request.
Requisitions - request stock from another inventory
Select 'Transfers' from the 'Inventory' tab, then select 'New Requisition Request'
- Add a 'Stock transfer request name'. You can also include a Req Number and Reference (optional)
- Select the TO Outlet and Class, and the FROM Outlet and Class. When placing a requisition request you will select your own outlet as the TO Outlet - this is where you are requesting to move stock to. The options available to select as the TO and FROM Outlet and Class are determined by the user profile and inventory settings (mentioned below).
Please note - you can also select a LIST at this stage to choose a pre-defined selection of items to requisition.
Once you have selected the TO and FROM inventories, the system will show you the available in-stock items in the FROM outlet inventory count. You can search, and filter this list.
Simply enter the quantity to be requisitioned, and then select the green trolley to select this item. This will add the value to the Total at the bottom of the page.
You can then search and add as many more items as you like.
If you want to review what you've added to the Requisition Request so far, Reset the filters, and then apply the 'Only selected items' tickbox, and Search. This will show you the items you have selected.
Ensure your Settings are configured correctly
- If the 'Auto confirm stock requisitions' setting (Settings > Inventory > Preferences) is set to 'Yes' the transfer will be processed automatically, immediately depleting the stock in the FROM inventory, and depositing it into the TO inventory.
If that setting is set to 'No' the site receiving the request (the FROM inventory) will need to accept it first.
- You will need to ensure you apply the Stock Requisition Options setting (in Settings > Inventory > Stock Requisition Options). This is to determine which Outlets each site can place Requisition Requests with.
Ordinarily, users will only be able to Requisition between outlets they have access to based on their user profile permissions. This setting grants the option to place Requisitions FROM other sites.
Please note, a single-outlet user will only be able to record Requisitions TO their own outlet, but may select FROM outlets according to the Stock Transfer Options.
If a single-outlet user needs to move stock FROM their own outlet TO elsewhere, they would need to either raise this as a Transfer Request, or ask a user at the TO outlet to raise a Requisition on Kitchen Cut.