How do I transfer products between locations/outlets?

You do not need to track transfers within a single account.

To track transfers between different accounts, outlets, or locations, you will create an invoice in each account:


1.  Outlet A transfers 2 bottles of Smirnoff Vodka to Outlet B.



2. Sign into Outlet A and create an invoice.  
  • Set or create a placeholder distributor, such as "Outlet A" or "Transfers".
  • Input a placeholder invoice ID, such as the date or name of the receiving Outlet.
  • Set the date and time the products were transferred out of Outlet A.
  • Add a "Credit Line Item" to the invoice.
  • Add the product, quantity, and wholesale value to the invoice.
  • Save and close.
 








3. Sign into Outlet B and create an invoice.  
  • Set or create a placeholder distributor, such as "Outlet A" or "Transfers".
  • Input a placeholder invoice ID, such as the date or name of the transferring Outlet.
  • Set the date and time that the products were received into the Outlet.
  • Add a "Line Item" to the invoice.
  • Add the product, quantity, and wholesale value to the invoice.
  • Save and close.








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