Transferring stock between outlets in Retail POS ensures that you maintain accurate inventory levels when sending products to other locations within the business, such as from a central warehouse to an outlet, or from outlet to outlet. This process is made simple using the Lightspeed Scanner app for iOS and Android, where you can request transfers, transfer stock directly, and pack transfers.

For more information about Lightspeed Scanner before transferring stock, refer to our Getting started with Lightspeed Scanner (X-Series) article.

Creating a transfer from your outlet

You can use Scanner to create a transfer of items from one outlet to another.

1. Navigate to Inventory > Pack.

   

2. Tap the +.

   

3. Enter the transfer details using the Source outlet and Destination outlet dropdown menus.

   

4. (Optional) Tap the Reference field to edit the reference information.
5. (Optional) Toggle on Delivery date and choose a delivery date for the transfer.
6. Tap Add items to add your products.

7. Use the rear camera to scan product barcodes, or manually search for products using the Search products field.

   

   Scan each product multiple times to increase the quantity, or tap the product and use the Quantity field to increase or decrease the quantity.

8. Once all products have been added, tap Continue.

9. Tap Complete and mark as sent to complete the transfer.

   

10. A confirmation screen will appear. Tap Done to navigate back to the Pick and pack page.

    

Requesting a transfer from another outlet

You can use Scanner to create a transfer request from another store to your location.

1. Create a list and scan a product barcode or manually search for a product by name.

   

2. Select the product from the dropdown.

   

3. (Optional) Tap Inventory and location to view stock levels at each outlet. Tap Back to return to the product page.

   

4. Adjust the product quantities as required.
5. Tap Add.
6. Once all products are added, tap Actions.

7. Tap Create open transfer.

   

8. Enter the transfer details using the Source outlet and Destination outlet dropdown menus.

   

9. (Optional) Use the Select a date field to choose a transfer date.
10. (Optional) Tap the Reference field to edit the reference information.
11. Tap Create to complete the stock transfer.

You will be automatically directed back to the New list page. A temporary banner will appear stating that the transfer order was created.

Packing a transfer

To pack a transfer:

1. Navigate to Inventory > Pack.

2. Select the transfer you want to start packing.

   

3. Review the transfer details, products, and product quantities, and tap Pack.

   

4. Tap the checkbox next to each product once it has been fully packed.

   

5. (Optional) Use the rear camera to scan product barcodes, or manually search for products using the Search products field.

   Scan each product multiple times to increase the quantity, or tap the product and use the Quantity field to increase or decrease the quantity.

6. Once all products have been packed, tap Done.

7. Review the packed transfer information and tap Mark as sent.

   

   • If a packed quantity doesn't match the original quantity on the transfer, an Unmatched quantities warning will be displayed. Either tap the back arrow to backtrack and edit the mismatched quantity, or tap Continue anyway? to replace the transferred quantity with the amount that has been packed. Tapping Continue anyway? will prompt a pop-up window confirming that the order contains unmatched quantities; tap Replace and continue.

     

8. A confirmation screen will appear. Tap Done to navigate back to the Pick and pack page.

   

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