Stock Transfers
Last updated
Last updated
Creating a transfer order in WorkMate allows you to seamlessly move inventory between locations, manage stock levels, and track transfers — all from within WorkMate.
1. Create your Work Order
Click New Work Order
Select the product that is out of stock from your work order.
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’ll be redirected to a new page.
Click the Sourcing button.
Example: WO-#20
For more information on Work Order Sourcing, click here: Sourcing Overview
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: My Custom 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 previous transfer orders.
Example: TO-#2
The status should say Pending.
You can manually update this status once you have received your products.
5. Update your Status
Click on the transfer order for a more detailed view.
Click on the product.
Example: Jeans
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.
