Transfer stock to another store

Use this process to send stock to another Fred Office Plus store after you receive an electronic request.

When another store requests stock, a Transfer Out invoice is created so you can confirm quantities, apply any adjustments, and send the stock. This guide assumes electronic transfers are already configured between both stores.

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. Click Ordering, then click Transfer Out Invoices.
  2. Open the invoice.
    • Review the Transfer Out invoice created from the incoming request.
    • If you require a packing slip or a printed invoice, click Print on the Send Transfer Out Invoice screen.
  3. Click Send Items and select Send All.

    The Send All function populates Qty Sending with Qty Requested for all items.

  4. If you cannot supply the full quantity for an item, adjust the value in the Qty Sending column.
  5. If the value in Qty Sending is less than Qty Requested, enter the difference in the OOS column.
    • Add a note in the Non Supply column. This ensures the invoice balances and explains why items were not fully supplied.
  1. Click Apply Surcharge, then Surcharge % or Surcharge $.
  2. Enter the relevant value, for example, 10.
  3. Click OK.

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

  1. Click Commit Invoice.
  2. Click Commit.

At the end of this process:

  • If this transfer 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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