27 STEPS
1. Welcome to the tutorial on how to Transfer Stock in Lightspeed
2. The first step is to click Inventory Tab
3. Click Transfers
4. Click Transfer stock
5. Select the Source outlet or the location where the inventory will be removed from the drop-down.
6. Select the Destination outlet or location to where the inventory will be sent from the drop-down.
7. Enter an alternative Reference if you do not wish to use the auto-generated reference.
8. Choose a date for the transfer to take place. This is an optional field.
9. Click Choose products.
10. Add products to the transfer by typing in the product name or scanning the barcode in the Search or scan to add a product.
11. Once you select a product, enter the number of items you are transferring in the Quantity field.
12. If a product with variants is selected, a pop-up screen opens for you to select the specific variants you would like to add to the order.
13. Tick Variant to be able to select which variant you want to transfer.
14. Untick Variants you don't want to transfer.
15. Once the variants are selected and the quantity is specified, click Add variants to transfer.
16. Click Save transfer
17. Check the green banner to confirm that the transfer stock is completely saved.
You now need to send the transfer to the destination outlet in order to remove the stock from the source outlet.
18. Click Email order. If you do not require email notification of the transfer to the destination outlet, simply click Mark as sent.
19. Enter the Recipient name, Email, CC, and Message fields. Once completed, click Send.
20. Click Mark as Sent
21. Once marked as sent, the transfer can be received at the destination outlet.
22. Click Receive
23. Input the number of quantity you want to receive.
Ensure the amount physically received matches the transfer and enter the amount into the Received quantity field.
24. Click Receive
25. Click Receive transfer in the popup window.
26. You'll see a green banner confirmation screen that your order was successfully received.
27. That's it. You're done.
Thank you for your time.
