Set Customer for Stock Transfers

Before you can perform a stock transfer to a customer, you must ensure that the customer profile contains an account that is marked for transfers.

To mark a customer account for stock transfers:

1. Go to Z Office > Customers > Manage Customers
   
2. Search for the customer that you'd wish to transfer the stock to and double-click to open Customer Details window.
3. Go to the Accounts tab:
   
4. Ensure that the customer has an existing account under Accounts that you can transfer stock to. If not press  to add an account for the customer:
   
5. To enable stock to transfer to this account, tick Can transfer stock to this customer under Stock Transfers:
   
   
6. Press to save the changes.

Create a Stock Transfer

To create a stock transfer:

1. Go to Z Office > Stock > Add New Stock Transfer
   
2. The Add Stock Transfer window will appear:
   
   A. Transfer To: Select the customer that you wish to transfer to.
   B. Default Cost: Choose the cost parameter that the stock will use. The options are:
       - Last Invoice Cost
       - Average Cost
       - Cost
       - WS1 Price
   C. Default GST: Choose whether GST will be applied to the stock in the stock transfer.
   D. Default Markup: Input a markup value for the stock in the stock transfer if needed. If not, please leave this blank.
3. Press to find and select stock that you wish to transfer.
4. Once you have added all the relevant stock, press to complete the stocktake.
5. The Stock Transfer Invoice window should appear:
   
6. If needed, press to print or  to export the the stock transfer invoice.

View Existing Stock Transfers

To view or edit existing Stock Transfers:

1. Go to Z Office > Stock > Manage Stock Transfers
   
2. The Manage Stock Transfers section will appear:
   
   A. Search - Search for a stock transfer. Alternatively, you can press to bring up all stock transfers. Search for a stock transfer or press search_button.png to bring up all stock transfers.
   B. Stock Transfer Options - Highlight stock transfers and select these options to:
      - Edit Stock Transfer Details: View and Edit the stock transfer
      - Un-Mark as Transferred: Unmark a stock transfer as completed
      - Mark as Transferred: Mark a stock transfer as completed
      - Cancel Transfer: Cancel a stock transfer
      - Delete Transfer: Delete a stock transfer
      - Print Current Transfer List: Print a list of the current stock transfers

For more information on Cancelling, Deleting or Recovering a deleted/cancelled stock take, please refer to Cancel or Delete a Stock Transfer.