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 Inventory > Pack.

   

2. Tap + Create transfer.

   

3. 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.

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) dropdown menus.

   

6. Optionally, tap the Reference field to edit the reference information.
7. Tap Complete and mark as sent to complete the transfer.
   • If you don't need this transfer order, tap Delete transfer order and confirm your deletion by tapping Delete transfer order in the pop-up. This action can't be undone.

     

8. A confirmation screen will appear. Tap Got it, thanks! to navigate back to the Pick and pack page.

   

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 product from the dropdown.

   

3. Optionally, 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 Request stock transfer.

   

8. Enter the transfer details using the Source outlet, Destination outlet, and Select a date (Optional) dropdown menus.

   

9. Optionally, tap the Reference field to edit the reference information.
10. 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. Optionally, 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 reference number 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 Got it, thanks! to navigate back to the Pick and pack page.

   

What's next?