Inventory Transfer Procedure
These videos show the process of conducting a stock transfer using our software. The stock transfer function is the process of moving the stock inventory from one location to another location. With multi location support, you can transfer stock between sublocations while Finale still keeps track of how many you have on hand.
Finale also have the ability to conduct stock changes using a mobile barcode scanner.
Quick Stock Transfers
How to Perform a Quick Stock Transfer
Batch Stock Transfers
How to Perform a Batch Stock Transfer
Video Transcription of Quick Stock Transfers
Hi, this is Fred with Finale Inventory. Today I'm going to show you the process of conducting a stock transfer quick stock transfer using Finale Inventory. So, first let's take a look at our stock. You can see we have these three products, and they're all in the Colombia sub-location. So let's go ahead and move the alkalinity test kit from Colombia to our other sub-location. So we're gonna go from our home screen to stock transfers. This opens up the quick stock transfer screen. Now we're gonna choose the product we're moving, choose where we're moving it from, in this case, there are only stock levels at Columbia. We're gonna choose how many we're moving, let's move 20 units. And then we're gonna choose where we're moving it to.
So let's move this product into sub-location Germany. We're gonna commit the stock transfer. Now we can look at our stock view. And you see we still have 50 units, but we can expand the details to show 30 units in Colombia and 20 units in Germany. If we wanted to, we can also use the location filters to show all stock levels at Columbia warehouse, 30 units. Or we can filter to just Germany warehouse and see 20 units.
Video Transcription of Batch Stock Transfers
Hi, this is Fred with Finale Inventory. Today, I'm going show you the process of conducting a stock transfer using Finale Inventory. So, first, let's take a look at our stock. You see we have three products. We're gonna move all of these three products. You can see these are the quantities that we have and they're currently in sub-location Colombia. So, let's go to our home screen and we're gonna go to Stock Transfers. Here we're gonna choose Batch Stock Transfer and we're gonna add a new Batch Stock Transfer Shipment. First, we need to choose the origin. So, that's gonna be moving from Colombia and we're gonna be moving it to the Germany warehouse. And if you'd like you can choose Carrier. Enter tracking information, the estimated ship date, the estimated receive date. The carrier is user-defined in your application settings.
So now let's enter quantities. Let's choose 35 of this product, 40 of this product, 20 of this product. Now, we need to choose the actual destination sub-location, so let's double click here, and let's choose Germany. Same thing for this one, and again for this one. So you can see we're moving 35, 40 and 20 units respectively all to the Germany destination. So now we're going to save now.
If you like you can print documents. And now we're going to ship the shipment. Click Ship The Shipment. At this point, the inventory is considered in transit so it's no longer available in Colombia but it's not yet available in the Germany warehouse. And if we go to our Stock View you can see we have the units considered in transit right here. If you don't have this column on your screen, you can always go to Actions and customize this screen to choose that as a viewable column.
Now, once the inventory arrives at the destination warehouse we can go back into our transfers, go to Batch Stock. And now we're gonna choose that shipment. We click Receive The Shipment, enter the date, receive shipment. And now when we go to our stock levels you can see the inventory has been moved. So, Finale by default shows you the sum of all your products. You can expand any line detail to see the breakdown. We have 15 in Colombia, 35 in Germany. We can also use the location filters to show only stock levels at Colombia warehouse or only stock levels at the Germany warehouse. That's how you do a Batch Stock Transfer using Finale Inventory.