Transferring stock between branches in PointLit

Send stock

1. Make sure the branch the stock is leaving is the one chosen at the top of the screen.
2. Open Transfers and press New transfer.
3. In Send to, pick the branch the stock is going to, and type a Reason, which is required. A Note is optional: a driver's name or a box count.
4. Under Transfer lines, add a line for each item that is moving, with its quantity.
5. Press Send now. The stock leaves this branch at once. To send later, press Save draft instead: a draft moves nothing, and you send it from the Outbound tab.

Receive stock

1. At the receiving branch, open Transfers, then the Inbound tab, and open the transfer.
2. Press Receive and count what arrived: scan each piece in Scan or type a code, or type the Counted quantity on each line. All arrived fills every line when nothing is missing.
3. Each line stops at what was sent. A scan of an item whose line is already full counts nothing and says so, and the Counted quantity cannot go above what was sent. If another open transfer to this branch carries the same item, the message names it, with a Receive transfer button that opens it. Opening it clears what you counted here, so PointLit asks first if you have counted anything.
4. Press Review the count, check any line marked Fewer than expected, then press Receive.

When the count does not match

A line counted short stays In transit, and the transfer shows Partly received. Choose Keep waiting if the rest is coming, or Reject the rest to send it back into stock at the sending branch. If goods were lost on the way, Write off records what is still on the road as lost, with a required Reason, and Recall brings everything still on the road back to the sending branch. The Differences tab and the Stock in transit report list every open gap.

When more arrived than was sent

Extra pieces are not added to stock at the receiving branch. They are reported to the sending branch, and only its answer can move them, so a box packed twice or counted twice cannot give the business stock it never bought.

1. While receiving, open “Sent more than listed”.
2. Type the Extra pieces on the line they belong to, and a note if it helps, such as which box they came in.
3. Press Review the count, then Receive. The extra pieces show as reported to the sending branch, not added to stock.
4. If you find extra pieces after the transfer was received, open it from the Inbound tab, press Report extra pieces, type them and press Send the report.

Answering a report of extra pieces

The sending branch decides, because only it knows what left its shelves. The Differences tab lists every transfer with extra pieces reported and not yet answered. Open the transfer, and under Extra pieces reported answer each line:

• “We sent it”: the pieces move out of the sending branch's stock and into the receiving branch's in one step, so the business total does not change. PointLit refuses this when the sending branch's stock shows fewer pieces than were reported, and names any transfer that still carries the item, so you can check that transfer first.
• “We didn’t send it”: no stock moves, the receiving branch keeps only what was listed, and the report is closed.