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  1. WorkMate Feature Guides
  2. WorkMate Admin Features
  3. Stock Transfers

Create Stock Transfers from WOs

PreviousStock TransfersNextCreate Stock Transfers from the Stock Transfer Module

Last updated 2 months ago

1. Create your Work Order

  • Click New Work Order

  • For a more detailed guide on how to create work orders on admin, click here:

2. Work Order Sourcing

  • Once your work order has been saved, click the Sourcing button.

3. Create the Transfer Order

  • After clicking the sourcing button, a confirmation prompt will appear showing the items in your work order that require sourcing.

Example: WM Bike 1

  • Click the Transfer Order button.

  • You'll be redirected to another page where you can view your other shop locations that have the item available.

  • Click on the location you'd like to transfer from.

Example: Holley Headquarters

  • Click Create Transfer Order.

4. Work Order Sourcing Confirmation

  • After creating your transfer order, you'll view a confirmation prompt.

Example: TO-#22

5. View the Stock Transfer

  • Access the Stock transfer module.

  • On this page, you'll be able to view your previous stock transfers and the transfer you just created.

  • You can easily track the origin and destination of each stock transfer, ensuring clear visibility of its movement between locations.

6. Update the Stock Transfer status

  • Once you click into a transfer order, you can update the status.

Example: TO-#22

  • Click the item in your stock transfer.

  • Here you can update the status of your item once you received it.

Example: In-transit = 1

  • Click Save.

  • The status of your stock transfer is now updated.

For more information on Work Order Sourcing, click here:

🖥️
Sourcing Overview
Work Orders