Overview

The Stock Transfer feature has been designed to streamline the process of moving stock between workshop depots.

This functionality allows bulk transfers across multiple parts or part groups, saving significant time and reducing the risk of manual errors.

Key Features:

• Transfer stock between depots in bulk from a single screen.
• Supports both individual part transfer and part group transfers.
• Automatically applies a stock adjustment to decrease the quantity in the From Depot and a stock adjustment to increase the quantity in the To Depot.

How to perform a Stock Transfer:

1. Navigate to Workshop → Parts and open the Triple Dot Menu.
2. Select Stock Transfer. It is also on the Triple Dot Menu of the Part Transactions page.
3. Select the From Depot and To Depot.
4. In Parts to Transfer, which appears once both depots are chosen, add lines with one or both of the following methods. Each line shows Type, Part / Group, Group Part Qty, Stock On Hand - From, Stock On Hand - To and Transfer Qty.
   1. Add Part to transfer individual parts
      1. Select the part from the dropdown and enter the transfer quantity.
   2. Add Part Group to transfer all parts within a defined parts group
      1. Select a part group to auto-populate its parts as individual lines.
      2. Enter a Transfer Qty for the group to apply the quantity across all parts in the group.
      3. Example: If a part group contains 5 of a specific part, and you set the group quantity to 2, the transfer for that part will be 10 (2 x 5)
      4. You can edit individual quantities, or remove part lines as needed.
5. Click Submit to perform the transfer. "The transfer was successful" shows, and the Part Transactions page opens, filtered to today and your default workshop depot.

Who can transfer, and what is refused

• Stock Transfer appears only when there are two or more workshop depots. On the Parts menu it shows only to users with the Workshop role, and saving a transfer needs that role.
• The To Depot must be different from the From Depot ("To Depot cannot be the same as From Depot").
• A part added with Add Part needs a Transfer Qty greater than 0 ("Quantity must be greater than 0.").
• Fuel parts cannot be transferred: record a fuel dip instead. They are not offered under Add Part, and a transfer that includes one (for example through a parts group) is refused.