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Transferring stock in Retail POS (X-Series)

Transferring stock allows for internal inventory movements between outlets to help you maintain accurate inventory levels when physically sending products to other locations, like a central warehouse to an outlet, or from outlet to outlet.

This article provides steps for transferring stock using Retail POS on a computer. For information about transferring stock using the Lightspeed Scanner app, refer to Transferring stock with Lightspeed Scanner (X-Series).

Creating stock transfers

  1. Navigate to Inventory > Stock control > Transfers.
  2. Click Transfer stock.

    Stock control page with Transfers tab and Transfer stock button highlighted.

  3. Use the Source Outlet dropdown to select the Source outlet where the inventory will be removed.

    New Transfer page with Source Outlet highlighted.

  4. Use the Destination Outlet dropdown to select the Destination outlet where the inventory will be sent.

    New Transfer page with Destination Outlet highlighted.

  5. (Optional) The Reference will be auto-populated, but you can also enter a custom reference code if desired. You can also Select a Date for the transfer to take place.
  6. In the Products section, type the product name in the Search or scan to add a product box, scan the product's barcode, or click Add products from reorder points to add products to the transfer.

    New Transfer page showing product search.

    If the product hasn't been created yet, type in the name of the product and click Add "..." as a new product. In the quick add product modal, enter the minimum information required to add a product to your catalog.

  7. In the Quantity field, enter the number of items to transfer.

    New Transfer page with Quantity field highlighted.

    If a product with variants is selected, select the specific variants to add to the order, then click Add Variants to Transfer.

    Add Variants to Transfer popup.

  8. Repeat as needed until your order is complete, then click Save Transfer at the top of the page.

Adding products to transfers via CSV

You can import products, including supply price and quantity, to a new transfer using a CSV file. This is ideal for large transfers, like a data file created by an inventory scanner.

Use the CSV template or create your own CSV file with 4 column headers:

  • Handle: The product handle. Must match an existing product in Retail POS.
  • SKU: The product SKU. Must match an existing product in Retail POS.
  • Supply price: The supply price per item.
  • Quantity: The quantity of each item ordered.

Once the CSV import file is ready, select Import via CSV > Import CSV > select your CSV file to upload.

Import via CSV option selected.

Sending transfers

To send a transfer to the destination outlet and remove the stock from the source outlet:

  1. Navigate to Inventory > Stock control > Transfers and locate the transfer.
  2. Click the transfer reference code to access the transfer page.
  3. (Optional) Click Email order > enter the email information > Send to send an email notification of the transfer to the destination outlet.

    Transfer page with Email Order button highlighted.

  4. Click Mark as Sent.

    Transfer page with Mark as Sent button highlighted.

Once marked as Sent, the transfer can be received at the destination outlet.

Receiving transfers

Once the products have physically arrived at the destination outlet, the inventory needs to be added to the destination outlet in Retail POS by receiving the transfer.

  1. Navigate to Inventory > Stock control > Orders.
  2. Locate the order and click the row to expand.
  3. Click the Distribution tab > Receive transfer.

    Stock control page showing Distribution tab

  4. On the Receive Transfer page under Products, ensure the amount physically received at the outlet matches the transferred quantity. Enter the amount into the Received quantity field.

    Receive Transfer page with Products section highlighted.

  5. Click Receive transfer. This can't be undone.

A confirmation banner will appear letting you know your order was successfully received.

What's next?

Stock returns

Create stock returns for damaged, faulty, or overstocked items.

Learn more

Partial inventory counts

Maintain accurate stock with inventory counts.

Learn more

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