How to process an internal transfer

An internal transfer is the act of transferring parts stock out of one branch into another.

To create the transfer

1. Under the Sell Parts tab, click New Sale/ Client Order
2. Tick the box for Internal Transfer
3. If your business has more than 2 branches, you will need to select which branch the parts are being transferred to
4. Enter the parts and their quantities
5. Either Save as Client Order, or Process

If you Save as Client Order, the parts will need to be receipted in the same manner as a supplier order in the other branch

If the transfer is processed, the order will already be receipted in the other branch

To receipt the transfer

1. Under the Purchase Parts tab, click Order Lookup
2. You can use the filter in the top right for Internal Transfer
3. Click Receipt/Edit
4. Enter the QTY received
5. Click Process Receipt

The arrow icon indicates an internal transfer

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