How to Transfer stock - Requisitions

Use Requisitions to record stock movement between inventories

Stock requisitions allow users to request stock from another outlet, which must then be actioned by the supplying outlet. This adds control, traceability, and authorisation to internal stock movements.

⚙️ Settings & Configuration

Before using requisitions, the following must be in place:

• 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. 
  

📝 How to Raise a Stock Requisition

1. Go to Inventory > Transfers

2. Click New Requisition Request .

3. Complete the form:

   • From – The outlet that will receive the stock

   • To – The outlet that will issue the stock

   • Date – The required date

   • Reference – Optional internal note

   • Class - Select which inventory class you are transferring to and from.
4. Use the green trolley icon to add products to the requisition
5. Click Create

The requisition is now visible to the supplying outlet in the requisitions list.

📦 How to Action a Requisition (Supplying Outlet)

1. Go to Inventory > Requests

2. Locate the relevant requisition and click Confirm Items.

3. Review and adjust product quantities if required.

Once issued, this creates a stock transfer from the supplying outlet to the requesting one.

🧠 Best Practices

• Use requisitions when approval is required before transferring stock

• Only users with designated responsibility should be given requisition permissions

• Ensure all relevant outlets and users are configured for transfer actions.

❓FAQs

Why can’t I raise a requisition?
Make sure requisitions are enabled in your business settings and that your user group has the correct permission enabled via System > Team > User Groups. Check that the outlets are shared under inventory setting.

Can I edit a requisition after it's raised?
Yes — until the supplying outlet issues the transfer, you can update product quantities or remove items.

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