Transfer stock to another store

When you receive a transfer request from another store, the invoice will appear in the Receiving Invoice area in Fred Office Plus. To send the stock, you must create a transfer out invoice.

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. Tap Ordering.
  2. In the Ordering workflow, tap Transfer Out Invoices, then right-click Send Transfer Out.
  3. If you require a packing slip or a printed invoice, tap Print on the Send Transfer Out Invoice screen.
  4. When done, click Send Items and select Send All.

    5. The Send All function can be used to populate Qty Sending with Qty Requested figures. From this point, you can quickly adjust values in Qty Sending if you notice that a number of requested items are not available.

  5. If you need to change the quantity being sent, you can manually edit the value in the Qty Sending column and press Enter to validate.

If the value in Qty Sending differs from Qty Requested, enter the difference in the OOS column and place a note in the Non Supply column. This ensures the invoice balances correctly and the requesting store is informed.

  1. Tap Apply Surcharge, then Surcharge %.
  2. Enter the relevant value. For example, 10.
  3. Click OK.

    4. Two additional columns Surcharge $ and Surcharge % display the spread of the surcharge across each individual item.

  1. Tap Commit Invoice.
  2. Tap Commit.

    3. At the end of this process:

    • If this supplier has an account, it is charged automatically.
    • The invoice is moved to Completed Invoices.
    • At the requesting store: the sent invoice is displayed in Transfer In Invoices. They can use this invoice to receive the sent stock.

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