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Transfers

You can keep track of all stock transfers that have taken place across all of your business locations in Qoblex. It enables you to keep track of your inventory, streamline your business procedures, and guarantee the accuracy of your financial data.

This article covers stock transfers across locations within your Qoblex. It will guide you through the Transfers module and how to utilize it according to your business needs.


Stock Transfers module view

To navigate to your Transfers module, go to Stock Control and choose Transfers. In the module, you can see the information about stock transfers activities that have occurred:

  • Stock Transfer number
  • Date
  • Status
  • Source Location
  • Destination Location
  • Last Update

To effectively manage and track the stock updates in your inventory, you can filter out your view according to the transfer’s date, status, source, and destination location.

Create a Stock Transfer

  1. Go to Stock Control Transfers.
  2. At the top-right corner, click + Create.
  3. A new page will appear to fill out the necessary information about the stock transfer.
  4. If you want to add a new line item, click Add a new line.
  5. To scan line items instead, click Scan new line.
  6. At the top-right corner, click Receive.

The product quantity in selected locations is changed once the stock transfer has been received.

The system will keep track of how many of each product you’re transferring as you scan their barcode, but you can also manually adjust the quantity if needed.

The fields of information that are needed to create a stock transfer are the following:

Transfer from locationThe source warehouse location where the products that you want to transfer are currently in place.
Receiving locationThe destination warehouse location that you want to move your products to.
Assigned ToThe name of the user who is making the transfer.
Product nameThe line items or products that you want to transfer.
QuantityThe number of line items that you want to transfer.
NotesAdditional comments or remarks you want to include to provide more information about the transfer.

Import Stock Transfers

You can download a CSV file from your Transfers module that you can fill out with your stock transfer information using a spreadsheet application. This enables you to transfer your products in bulk across your locations. The system will automatically apply the stock transfer of your products or variants after you upload the modified CSV file back to Qoblex.

To import Stock Transfers:

  1. Go to Stock Control > Transfers.
  2. At the top-right corner, click Import.
  3. Click Next.
  4. Download our CSV template.
  5. Click Next.
  6. Modify the CSV template by putting information about your stock transfer.
  7. Upload the modified spreadsheet.
  8. Click Next.
  9. The dialog box will show you the result of the import operation.
  10. Click Refresh the page.

Line items with similar source and destination locations are grouped together and will be split into one or more stock transfers.

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