Request a stock transfer from another store

Use this process to request stock from another Fred Office Plus store electronically.

You will first check stock availability at another store, create a draft transfer request, review it, and then send it electronically to the target store.

This procedure assumes that your store has already been configured to receive and send electronic transfer requests. For help, see Set Up Electronic Transfers Between Pharmacies.

  1. Go to Contacts, then select Suppliers.
  2. Open the relevant supplier card for the other store.
  3. Select the Types tab.
  4. In the Charge Transfer Supplier section, click Create.
  5. (Optional) Set the Obey account credit limit for the selected store.
  6. Click Save and Close.

    An account has been created in Contacts > Accounts where it can be viewed and managed.

  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. Enter the Quantity and a Comment, if required.
  7. Click Order.

    The request is not sent to the other store. A draft is created so you can review your request before sending it.

  8. Repeat as needed.
  1. Go to Ordering, then select Drafts.
  2. Find the draft named [Transfer Supplier name] - Transfer Request.
  3. Double-click to open the draft.
  4. Review to ensure all Items, Quantities, and Comments are correct.

    Click Add Items if you need to add additional items to this draft request.

  5. Click Save.
  1. Click Create Transfers, then select Transfer All In.
  2. Select the Transfer Supplier from the Transfer Supplier list.
  3. Make sure Send transfer electronically to this Supplier is selected.
  4. Click OK.

    A final check is made with the nominated store to confirm product matching and stock availability.

  5. Check the Electronic Transfer Confirmation Screen.
  6. Enter a Comment, if needed.
  7. Check any items with a Warning appended.

    A Warning indicates that the quantity being requested is greater than the quantity currently available at the target store.

    Do one of the following:

    • Select the item and click Remove to remove any items you no longer want to request. Any items removed are returned to the draft so you can try another store or wholesaler.
    • Click Cancel and adjust the requested Quantity on the draft screen.
  8. Check Invalid or Unmatched items displayed in the lower section of the screen.

    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, items are marked as not available for transfer in the Item Description column and cannot be requested from the target store.
  9. Click Order to send the electronic stock transfer request.
  10. If the quantity requested is higher than the stock on hand at the target store, a Warning is displayed. Click Yes to send the request, or No to return and review these items.

After sending the transfer request

Any items not sent are returned to the Draft so you can 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.

Related resources