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.
Ensure that the product is sold at more than one location.
For a more detailed guide on how to create work orders on POS, click here: Work Orders
2. Work Order Sourcing
Once your work order has been created, you can begin to source your item
Click the Sourcing button on the work order page.
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.
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.
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.
Here, you can see a detailed view of the product
From this menu, you can adjust the status and quantities of your products.
Click Save once you've updated your product status.
You will be redirected to the transfer order page, where the new status will be displayed.
Click Update stock transfer.
After updating your stock transfer, your Shopify inventory will also be updated to reflect this change.
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