Keep requested, sent and received stock quantities clear between stores.

How to build your store stock transfers

1. 1

   Describe the job

   Track stock moving between stores from dispatch to accepted receipt.

2. 2

   Review the first version

   Choose how the store coordinator records the Transfer reference and how the buyer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your store stock transfers

• Keep the Transfer reference in context

  Keep Transfer reference, SKU, source store, destination store, requested quantity, sent quantity, accepted quantity and transit variance together so the next person can understand the request or record.

• When the next step needs a decision

  Central requests stock from the North store rather than placing a supplier order. The sending coordinator records the shipped quantity and destination.

• Keep transit variance visible

  Keep the in-transit quantity out of the destination's available stock until receipt.

• Choose what each person needs

  Give the store coordinator a working view and the buyer a review view. Keep Transfer reference and SKU attached to the decision as the work moves between them.