In Stockagile, within a product's stock table, you can view and create draft transfers without having to switch screens. This ensures you do not lose track of your stock locations and allows you to create transfers more easily and accurately, all from one place.
Requirements to view a product's stock levels and stock movements
You must have a product created. You can see how to create a product in the Create a Product section.
A product's stock levels are visible to all users. You can see the different user roles in the Create or Edit a User section.
Creating and editing draft transfers
Go to the side menu and click the PRODUCTS button within the INVENTORY section.
The product list will appear. Click on the product you want to view.
Once on the product's page, click the STOCK tab > STOCK.
Select "Stock" from the dropdown menu.
Click the EDIT button.
Select "Edit Transfers" from the dropdown menu.
When you hover over the units being transferred, the cursor will be activated:
The first click selects the variant and location from which you want to make the transfer.
The second click selects the destination of the transfer.
A pop-up window will appear on the right side of the screen where you can:
Create draft transfers.
Edit draft transfers.
Clicking on the transfer reference will open a new tab with the draft transfer, allowing you to complete the entire process from there.
Paso 6: Edit transfer orders select
Paso 7: Locations select from chart for creating a transfer
Paso 8: Draft transfer creation
Preview Draft Transfers
Select "Stock" from the dropdown menu.
Click the EDIT button.
Select "Preview Transfer Drafts" from the dropdown menu.
The numbers will change, and you'll see the current transfer drafts so you can edit them and open them in a new tab to complete the process.
Step 3: Select the transfer draft preview.