Stock Transfers

Last updated 1 month ago

Stock Transfers

Creating a transfer order in WorkMate allows you to seamlessly move inventory between locations, manage stock levels, and track transfers — all from within WorkMate.

Demo:

Documentation:

1. Create your Work Order

Click New Work Order
Select a product that is out of stock from your work order.

2. Work Order Sourcing

Once your work order has been created, you’ll be redirected to a new page.
Click the Sourcing button.

Example: WO-#165

3. Create the Transfer Order

You'll be redirected to another page where you can view the product you'd like transferred to your store location.
Click the Create transfer order button.

You will be taken to a page that displays the store locations able to transfer your selected product.
Select your Transfer Order Location

Example: Shop location

Review your transfer order details and click Create stock transfer.

Once created you will receive a confirmation message saying Stock transfer saved.

4. Verify the Transfer Order

To review the transfer order, click the Stock Transfers tile from the Shopify POS home page.

Here you can view your stock transfers.

Example: TO-#24

The status should say Pending.
You can manually update this status once you have received your products.

5. Update your Status

Click on the stock transfer for a more detailed view.
Click on the product.

Example: WM Test Product

Here, you can see a detailed view of the product:

Next to the Status field, click Change.

You can manually update your order status.

Example: Received

Click Save once you've updated your status.
You will be redirected to the transfer order page, where the new status will be displayed.
Click Update stock transfer.