Request a stock transfer from another store

To request stock from another store, you can first perform a stock check to view the item's stock-on-hand levels at other stores. Next, you can create a draft transfer request, then transmit this request to the target store.

This procedure assumes that your store has already been configured to receive and send electronic transfer requests. For help with getting set up for electronic transfers, contact Fred Support.

  1. In the Supplier card, click the Type tab.
  2. In the Charge Transfer Supplier group, click Open ... and select the store you want to set as a supplier.
  3. (Optional) Set Obey account credit limit for the selected store.
  4. click Save and Close to save your settings.

    5. Accounts are created in the Accounts tab of the Suppliers card. They can be viewed and managed from the Accounts section.

  1. Click Inventory.
  2. Search for an item and double-click to open it.
  3. click Store Check.
  4. click the store you want to request stock from.
  5. click Order …. to display the Store Transfer dialog.
  6. In the Store Transfer dialog, enter the requested Quantity and a Comment, if required.
  7. Click Order.

    8. When you click Order, the request is not sent to the other store. Instead, a draft is created, so that you can review your request before sending it. This process is similar to Quickpad.

  8. Review the details of your request.
  9. Click OK to create the draft Transfer Request.
  1. Click Ordering, then Drafts.
  2. Find the draft with the relevant store name.
  3. Double-click to open this draft.
  4. Review carefully and ensure the Items listed, the Quantity and Comments are correct.

    5. click Add Items if you need to add items to this draft request.

  5. From the Create Transfers menu, select Transfer All In.

    6. At this stage, the selected Supplier may be incorrect. Fred Office Plus will confirm with the target store before sending request.

  6. In Create Transfer In dialog, select the target store (Fred SA Office) from the Transfer Supplier list.
  7. Ensure Send transfer electronically to this Supplier is selected.
  8. click OK.

    9. The request is not yet ready to send. A final check with the nominated store will be done to confirm matching and stock availability.

  1. Check the Electronic Transfer Confirmation Screen.
  2. Enter a Comment.
  3. Check any items with a Warning appended.

    4. A Warning is used for items where the quantity being requested is greater than the quantity currently available at the target store.

  4. Do one of the following (as required):
    • click Cancel and adjust the Quantity on the draft screen.
    • Select the item and click Remove to remove any items you no longer want to request.

    Any items removed is returned to the draft. Users are allowed try another store or wholesaler.

  5. Check Invalid or Unmatched items (displayed at the lower section of the screen).

    6. Invalid or Unmatched items will not be requested from the target store.

    • To resolve Invalid or Unmatched items, click Match.

    If a match cannot be found, the Items are marked as not available for transfer in the Item Description column. They cannot be requested from the target store.

  6. click Order to send the electronic stock Transfer Request.

    7. If the Quantity of items requested is higher than the SOH at the target store, a Warning is displayed.

  7. Click Yes to send the stock, or No to return and review these items.

    8. Any items not sent will be returned to the Draft to allow users to try another store or wholesaler.

    At the end of this process:

    • The transfer request moves into Open Transfers until the transfer is processed by the target store.
    • The status of the request is displayed as Sent in Open Transfers.
    • Once the transfer has been processed at the target store, the invoice appears in Transfer Out Invoices.

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