Approving a stock transfer

You can approve or reject a cross-site stock transfer in Head Office (Stock management > Cross-site stock transfer).

1. Open the transfer.
2. Complete any required tasks:
   
   Linking Required: The items for transfer don't exist in the receiving site's database, or the UOMs (units of measure) between the sites don't match. Rectify this at the receiving site, and come back and select the checkbox. Note: The checkbox will be disabled until you do this.
   
   Quantity Approval Required: The quantity of stock being transferred is over the set limit. You can either approve this by selecting the checkbox, or modify the limit in the Back Office system setting StockTransferLimitPercentage, and come back and select the checkbox. The system setting is set at the sending site.
   
   Stock Group Approval Required: The receiving site is not in the same Stock Group as the sending site. You can either approve this by selecting the checkbox, or rectify it in Head Office Stock Groups cabinet, and come back and select the checkbox.
   
   
3. Click Approve.
   
   The transfer's Approval status  is updated.

See also:

• Stock transfers
• Setting up your circuit for cross-site stock transfers
• Transfer statuses