Request Transfer

The Request Transfer feature is used to request products and / or batches from another location within the same database. For the transfer request to perform correctly, you must share categories and products with the target location. This is generally controlled though Location Mapping. For more information please contact the STO Support Team.

Request Transfer works similarly to the order process. If you'd prefer a transfer process that works similarly to adjustments, you will need to use Quick Transfer.

• Select a location.
• Add the appropriate order and expected delivery dates.
• Add any comments necessary.
• If present, an e-mail address will be displayed, and once complete the transfer request will be sent to that address.

• You can navigate by pages, use the drop-down Group menu or the Search bar.
• Enter the required quantities in the Order Qty field.
• Once you have filled out your request, click on Finish Transfer Request.
• To easily finish or review your request, click on the  option.
• Finished Transfer Requests will require approval. Pending Requests will always be available in the top right corner of STO.

• Pending Transfer Requests can be edited or deleted.
• Transfer Requests are approved in the same way as orders, and once approved they will be sent to the target location, and a Transfer PDF will be generated.

• Pending Transfers will be displayed on the Pending Transfers page.

• At the target location, the transfer must now be processed.
• Transfers requiring attention will again be present in the top right corner of STO.

• Clicking on the order number will display the Transfer PDF.
• Selecting Confirm Transfer will take you to the transfer approval page.

• Here you can:
  • Edit the Goods Dispatch Date if necessary
  • Enter a custom Dispatch Note Number - STO will auto-generate one for you otherwise.
  • Enter any relevant comments.
  • Adjust the delivery quantity of the items, greater or fewer.
  • Adjust the Actual Price of the items.
  • Save & Close the transfer with any changes so that you can come back to it later.
• Once you are happy with the transfer, select Approve Transfer.
• The transfer will return to the original location under Pending Transfers and will need to be completed there.

• Selecting Accept Transfer will take you to the final transfer acceptance page.

• On this page, you can:
  • Edit the Actual Delivery Date (Actual Del Date).
  • Edit the Invoice Date.
  • Edit the Invoice Number.
  • Add any relevant comments.
  • Edit the Actual Delivery Quantity (Actual Delivery field) to accept less than was transferred - Please Note you cannot accept more than was transferred. For any additional items, we recommend raising another transfer request or entering a quick transfer or adjustment.
  • Edit the Delivery Price (Actual Price).
• Once you are happy with your transfer delivery details, click on the Approve Delivery button.
• A delivery PDF will be generated.

Completed Transfer details can be checked by selecting the Transfers header on the main menu or any of the transfer reports.

Please Note - This process may be carried out by a single user with access to multiple locations or may be carried out by multiple users who only have access to a single location, hence the need for transfer e-mail addresses, dispatch note numbers, comments, etc.