How Do I Transfer Items between branches?

If you use FLEX RDP, our multi-site solution, you can transfer stock items between branches and a “Stock Room” (essentially another branch). Under Stock, click to Branch Transfers. You will be able to see Stock Leaving <branch> and Stock Coming Into <branch>.The screen below will be shown:

In either window, you can right-click and choose Cancel Transfer, whilst in the bottom window, for the receiving branch, you can also right-click and Confirm Delivery. The item will then be removed from the “Stock Leaving” window of the supplying branch.

If you press Print Delivery List, you can print a list of Transfers going to <branch>. Make sure you are logged into the correct originating branch. With current FLEX functionality, you can only send items from the branch you are logged into.

How Do I see Stock Reports?

Under Business Intelligence – Reporting – Stock, there are Available Reports available for:

• Frame Stock by Age
• Frame Stock Take
• Frame Stock Valuation (also available for Solutions, Sundries)
• Stock Movement

Choose a report and choose relevant Selection Criteria, and press the “Go” button to run your reports.