Stock Transfer (Scanner)

Using a scanner for stock transfers in Supply'd streamlines the process, ensuring accurate item tracking & reducing errors. It updates inventory in real-time, making transfers faster & more efficient.

In this document we will guide you through the transfer process step by step, providing detailed explanations and helpful insights for:

Adding a Transfer

To add a transfer, open Supply'd on the scanner. Select Transfer from the menu.

The Start Transfer screen will show. Select the Transfer From Warehouse and Transfer To Warehouse locations from the drop-down menus. Click START.

The Scanner - Transfer screen will show. You will see it flashing red indicating that it is ready to scan.

You can either scan the barcode on the item or you can search for the item manually. Scanning is the quickest and easiest method.

Scanning

To scan the item, point the scanner at the barcode on the item press one of the scanner buttons. The product details will appear.

Manual Search

Searching manually is useful if the item doesn't scan, doesn't have a barcode or the barcode is damaged. To search manually, in the Search Products field, start to type the name of the item and a list of matching products will show for you to select from.

Once the item is scanned or selected, a screen will appear detailing the item, stock levels and batch details.

Press the "+" button to add the number of items required to the transfer.

If the number is large, you can click the "0" and type the number in.

A product may have multiple batches listed, so be sure to select the specific batches you want to transfer from. You can transfer stock from more than one batch if needed.

The screen will update to reflect the number added, including the new count and the adjustment made.

If any of the batch details shown are incorrect, click the pencil to the right of the batch #. The Edit Batch Details form will show where you can edit any details necessary.

Click to apply these changes.

Click the X in the top right corner to close the item and proceed to the next item in the transfer.

Repeat the process for each item in the transfer.

Additional Options

Prior to marking the transfer as Picked, clicking on the 3 dots will bring up a menu:

View Transfer Items

Will bring up a list of the items you have added to the transfer.

The Transfer Items list also has an additional menu when you click on the 3 dots on the top right.

Download > Pick List

Allows you to download and print the pick list.

Mark As > Picked

Will mark the transfer as Picked. An alternative to the Mark As Picked button.

Cancel Transfer

Will cancel the transfer. You will be asked to confirm.

Mark Transfer As Picked

Once you have completed picking all the items for transfer, click Mark Transfer As Picked (or use one of the alternatives above.) You will be asked to confirm.

Transfer Marked As Picked will flash across the top of the screen.

Receiving the Transfer

For the transfer to be complete, it must be Received at the Transfer To Warehouse location.

To start a Receive, open Supply'd on the scanner. Select Receive from the Scanner menu.

Continue as explained for Receiving Orders in the Scanner > Receiving Orders (Scanner) document.

Viewing the Transfers List on the Scanner

To view a list of tranfers on the scanner, click the 3 lines on the top left to take you to the Supply'd main menu.

Select Inventory, then the Transfers tab.

Transfers are labeled with colour-coded tags - , , , etc. - for easy identification.

Clicking on a transfer will bring up all the details, including the Transfer Number, date, locations, the items and number of items received, and the dollar value.