Move stock between sites
Move stock, its lots and its value from one location to another, with both locations' history showing the move.
A practice with more than one location can move stock from one to another in Inventory. The move takes the stock from the item at one location and adds it to the same item at the other, in one step: both counts change together, and neither location can end up with stock the other still shows.
Anyone who can take and restock stock can move it.
Move stock
Open Inventory, choose the location the stock is at, and open the item.
Click ⋯ and choose Move to another site.
Choose the location under To site, and the item there under Into.
If the item is kept in lots, choose the lot under From lot, or leave Soonest expiry first.
Enter how many and click Move.
The stock arrives in the same lots, with the same expiry dates, and carries exactly the value it had at average cost — see Cost and stock value. A move isn't a purchase, so it doesn't change the last cost of the item it goes into. Both items' history shows the move, under your name.
Which item it goes into
Smileline only moves stock into an item that is the same stock: one with the same unit (box, pack, piece…) and either the same barcode or the same Shop product. Into lists the items at that location that match.
If none does, an owner or manager can choose Add it there as a new item. Smileline adds the item at that location, in its General stock, with the same name, unit, category, tags, barcode and photo, and its link to a Shop product while that product is still sold. It then moves the stock into it. Move it to a room afterwards if you like.
If the connection drops before Smileline answers, Move to another site shows the move as Not confirmed, even after you close the window. Click Send again: the same move is recorded only once. You can't start another move of that item until Smileline has answered.
Moves between locations that belong to different legal entities are recorded with both entities, ready for your accounts.
Inventory
Keep count of the equipment and consumables in each store room, see what is running low, and know who took or restocked every item, on the web and on a store-room iPad.
Stocktakes
Count a whole location or one stock room item by item, then apply every count at once, with anything that moved meanwhile counted again.