Raise a transfer request or intent

Modified on Fri, 17 Feb, 2023 at 6:15 PM

This is a step-by-step guide that'll walk you through the process of raising a "transfer request" or "intent": 

  1. From Inventory section, go to Transfers

  2. Click the +New Request button

  3. Select the location from where you'd like to Transfer Goods From, and the location to which you want to Transfer Goods To. One filled, hit the Create Transfer button.

  4. A blank transfer request will be generated like this:

  5. Head over to the Transfer Lines section and hit the Add Product button

  6. This will open up the search view. Search the goods name, and click on the result to add them as a transfer line:

  7. Once added, fill up the Request Qty field for each line item.

  8. Once data is filled, hit the Save Changes button to get back to the Transfer line view.

  9. Click on Approve Transfer to place the transfer request

That's all. You have successfully placed a transfer request (intent). 

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