Stock transfers are used to create stock adjustments for multiple products in one go. Either because they are being sent back to the supplier or because they are being sent to another branch.

(To record stock movements into the practice for more than one product at a time, the purchase order system should be used. See our other articles and training videos on this subject.)

The Stock module is accessed by clicking on the Back Office and System Modules drop-down and then clicking on Stock.

This will open the Stock module as shown below.

Click on the Stock Menu at the bottom left of the screen and then click on Create Stock Transfer.

This will open the Stock Transfer window as shown below.

Select if you are sending this list of products to another branch or back to the supplier by selecting the appropriate bullet.

Select the supplier or the branch from the applicable drop-down.

Type a reference for this transfer.

To add products to the Stock Transfer list, either select a product from the drop-down and click 'Add Product'.

Or click 'Scan Barcode' and use your barcode scanner to scan or product barcode.

Or click 'Add Frame or Sunspec'.

Or click 'Search By Description', type in the description of the product, click 'Go', select the product from the list and click 'Ok'.

Once the products included in the stock transfer have been added to the list, amend the quantities in the 'Qty' column of each product line where applicable.

Once complete, click 'Send Stock Transfer'.