FnB Live: Transferring Stock Between Sites in Different Units – Fourth & HotSchedules Customer Success Portal

Transferring Stock Between Sites in Different Units

When transferring or requisitioning stock between sites in different units, it is not possible to use the Create New Site Transfer or Create New Requisition functionality.

Instead, the Transfer to Accounts function must be used.

First, ensure that the Account to be used is assigned to each of the sites that stock will be transferred between. This can be managed from Enterprise level

Sending Site

Log in to the sending site
Select Transfers > Transfer to Accounts

Fig.1 - The Transfer to Accounts button

Select the transfer Date
Select the Site - "From" and Account - "To" to be used from the Transfers drop-downs
Add a Comment if wished - can be helpful to name the site transferring stock to/from
Select Next

In the below example (Fig.2), stock is being transferred From Canary Wharf > Kitchen (Unit > Site) To Food (account).

Fig.2 - Selecting a Date, 'From' and To' accounts, and adding a Comment

Choose which products are being transferred and add to the Items included in Transfer list
Enter QTY, Size and Reason (if applicable), saving each line
Once all products are added, select Approve

Fig.3 - Adding lines to the Transfer

The transferred stock will then be depleted from the sending site's stock holding. The transfer will appear in the Approved section of Stock Management. Fig.4 shows an example transfer after approving.

Fig.4 - Transfer details on the sending site after approving

Receiving Site

Log in to receiving site
Select Transfers > Transfer to Accounts

Fig.5 - The Transfer to Accounts button

Select the transfer Date
Select the Site - "To" and Account - "From" to be used from the Transfers drop-downs
Add a Comment if wished
Select Next

In the below example (Fig.6), stock is being transferred To Gt Portland Street > Dalguise (Unit > Site) From Food (account).

Fig.6 - Selecting a Date, 'To' and 'From' accounts, and adding a Comment

Add the products being received in the transfer to the Items included in Transfer list
Enter QTY, Size and Reason (if applicable), saving each line
Once all products are added, select Approve

The transferred stock will then be added to the receiving sites stock holding. The transfer will appear in the Approved section of Stock Management. Fig.8 shows an example transfer after approving.

Fig.8 - Transfer details on the receiving site after approving

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