Create Stock Transfers from WOs
1. Create your Work Order
Click New Work Order
For a more detailed guide on how to create work orders on admin, click here: Work Orders
2. Work Order Sourcing
Once your work order has been saved, click the Sourcing button.
For more information on Work Order Sourcing, click here: Sourcing Overview
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.
Last updated