How to Manage Store-to-Store Transfers in Perfect Inventory Manager

2025-06-30

🔄 Store-to-Store Transfers Page

“View and manage all transfers between your stores.”

🧭 What Is This Page For?

This page helps you track, filter, and view past transfers between your stores. It provides a searchable and filterable list of all internal stock movements.

⚠️ Important: You do not create a new transfer from this page. All actual transfers happen from the Inventory Page using the Transfer button.

This page is strictly for:

  • Reviewing past transfers
  • Viewing transfer details (items, sender, destination, quantity)
  • Exporting transfer data
  • Generating summaries
  • Printing transfer documents for audit or delivery sign-off

🔍 Filters and Search Options

The dropdown filter allows you to refine transfer records easily:

  • Item Filter (Default): Focus on transfers of a specific product. Selecting this activates an autocomplete search box and recalculates summary totals for that item.
  • Customer Filter: (Optional) Used when reconciling customer-specific transfers (e.g., linked patient movements in clinics).
  • Status Filter: Show only Pending, Packed, Shipped, or Received transfers.
  • Date Filter: Narrow results to Today, This Week, Last Month, or a custom date range.

✅ The transfer list and summary panel dynamically update based on applied filters.

📦 Real-Life Example: Internal Delivery Confirmation

The pharmacy sends 200 tablets to the Ward Store. The transaction was completed earlier from the Inventory Page.

You now use this page to:

  • Confirm the transfer went through
  • View details like source and destination
  • See whether it was marked as “Shipped” or “Received”
  • Print a document for signing
  • Reconcile with physical delivery

🔍 Key Features Available on This Page

Feature Purpose
🔎 Search Bar Find specific transfers by item, store name, or user
📅 Date Filters Filter transfers by day, week, month, etc.
🧾 Status Tracking See whether transfer is Pending, Packed, Shipped, or Received
📦 Source & Destination Easily confirm where the items came from and where they were delivered
🖨️ Print Transfer Record Generate printable transfer sheets
📤 Export CSV/JSON Export transfer logs for reconciliation or reporting

🧰 Example Workflow: Verifying a Transfer Record

  1. Go to the Store-to-Store Transfers Page
  2. In the filter dropdown, choose “This Week”
  3. Scroll to find the transfer labeled:
    • Source: Main Store
    • Destination: Ward Store
    • Status: Shipped
  4. Click the record to view:
    • List of items transferred
    • Quantities
    • Who initiated the transfer
    • Date and time
  5. Click Print to generate a sign-off sheet

This makes it easy for both sending and receiving departments to keep transparent, auditable records.

🛠️ Status Management

Each transfer record has a status field that shows the stage:

Status Meaning
Pending Transfer has been prepared but not yet packed
Packed Items have been grouped for delivery
Shipped Items have left the origin store
Received Items were confirmed as delivered and added to the destination store

✅ The system updates status automatically during the workflow on the Inventory Page, but you can use this page to filter by status and see what's still in transit.

📈 Use Case: Inventory Team Reconciliation

Once a week, the Inventory Officer runs through all “Shipped” but not “Received” transfers to follow up with the destination stores.

Steps:

  1. Filter by status: “Shipped”
  2. Review each entry
  3. Call or email the destination department
  4. Confirm receipt and manually mark the transfer as “Received” if necessary

🔄 Related Workflow (Done From Inventory Page)

Let’s say the Main Store needs to send surgical gloves to the Theatre Store.

  1. Go to the Inventory Page
  2. Click Transfer
  3. Select items and quantity
  4. Choose destination: “Theatre Store”
  5. Submit the transfer
  6. Then, to verify:
    • Come to this page — see that the transfer is now listed with all details
    • Track status and print if needed