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Transferring stock with Lightspeed Scanner (X-Series)

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

  1. Navigate to the Pack and tap the Transfers tab.

    Retail-X-Transfer-Create-Pack-Transfer-Tab.png

  2. Tap the add (+) button
  3. Use the rear camera to scan product barcodes or manually search for products using the Search products field.

    Retail-X-Transfer-Create-Scan-Products.png

    Scan each product multiple times to increase the quantity. Tap the product to expand and use the Quantity field to increase or decrease the quantity.
    Retail-X-Transfer-Adjust-Quantity.png

  4. Once all products have been added, tap Continue.
  5. Enter the transfer details using the Source outlet, Destination outlet, and Select a date (optional) drop-down menus, and edit the Reference if required.

    Retail-X-Transfer-Create-Transfer-Details.png

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

    Retail-X-Transfer-Create-Sent.png

    To return to edit the products added, tap the back arrow (←) next to New transfer. If you no longer need to complete the transfer, tap Delete transfer order and confirm this by tapping Delete transfer order again.

Requesting a transfer from another outlet

  1. Create a list and scan a product barcode or manually search for a product by name.
  2. Select the required product from the drop-down.
  3. (Optional) Tap Inventory for standard products or tap the variant to expand then tap Inventory for variant products to view stock levels at each outlet.

    Viewing the inventory levels for the selected product

  4. Adjust the product quantities as required.
  5. Once completed, tap Actions and select Request stock transfer.

    Tapping Actions and then selecting Request stock transfer

  6. Select the Source outlet and Destination outlet from the drop-down menus.
  7. (Optional) Select a date from the Select a date drop-down menu and adjust the Reference as required.

    Entering the transfer information

  8. Tap Create to finish.

Packing a transfer

  1. Navigate to the Pack and tap the Transfers tab.
  2. Select the transfer you want to start packing.
  3. Review the transfer details, products, and product quantities, and tap Pick.

    Retail-X-Transfer-Pack-Review-Pick.png

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

    Retail-X-Transfer-Pack-Scan-Products.png

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

  5. Once all products have been picked, tap Done.
  6. Review the packed transfer information and tap Mark as sent.

    Retail-X-Transfer-Pack-Review-Transfer.png

    When quantities packed do not match those originally entered on the transfer (i.e not as much stock can be located as required), an Unmatched quantities warning will be displayed. Either scan more products to make up the quantity deficit, or tap Continue anyway? to replace the transferred quantity with the amount that has been packed.

    Retail-X-Transfer-Pack-Unmatched-Quantity.png

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