How to Create a Stock Transfer in ChromeInventory

Background 

ChromeInventory is used to create and manage transfers within the business as well as to and from third-party suppliers.

Before you begin

• Ensure you have access to Chrome Inventory. If you don't see Chrome Inventory in your available Elda (Chrome) shortcuts, you may need to request access to it. Please see our article on how to Request access to an Elda Application.
• You have the right permissions to perform the below steps.

Steps to Follow

1.  Click on the downwards pointing arrow next to the New File button. Then select Stock Transfer from the drop-down list.

    
   The Stock Transfer Window will open up.  The Stock Transfer Window consists of two parts:

   • Transfer Details Section - Displays the details of the stock transfer.
   • Transfer Items Section  - Displays the items included in the transfer.
     
      

2. Type in the initial details for the transfer in the Transfer Details Section. For example, refer to the below details :

   Transfer Details Section
   Transfer from	Distribution Drive - Truganina
   Transfer To	Keysborough Branch
   Date	28/07/2022
   Reason	Branch to Branch
   Delivery Comments	Please deliver before 1:00 p.m.

   
    

3. Type in the item details for the transfer in the Transfer Items Section.
   For Example, refer to below details :
    

   Transfer Items Section
   Production Name	SL92
   Production Description	SL92 Mesh Stock
   Number of Packs	2
   Number of Pieces in Pack	50,000
   Total Pieces	100,000

   
    

4. Click on the Save button from the right-hand side of the StockTransfer Window. ChromeInventory will open up the Status popup window.
   
   

    

5. Click on the OK button from the Status popup Window.

   

   With a successful Stock Transfer created, ChromeInventory will generate a  Reference  Number for the stock transfer.

    

6. The next step will be to Factory the Stock Transfer. See our article How to Factory a Stock Transfer for more.