Transfer stock between locations

In this article:

• Transfer stock between sites
• Check stock transfer history
• Troubleshoot transfer issues

Parts stocked at one site can be transferred to another site. Transferring stock updates the quantity on hand values at both locations.

To complete a transfer, the part must be added to both the sending and receiving locations, and the feature needs to be turned on by your Fiix representative. Stock transfer is not compatible when FIFO is enabled on the CMMS, so users with FIFO currently can’t transfer stock.

After stock has been transferred, transfer history is recorded and viewable from the stock details page.

Transfer stock between sites

Active stock can be transferred from one site to another. 

To transfer stock:

1. Navigate to Supplies > Parts and supplies.
2. Click the part to transfer.
3. In the More drop-down menu, click Transfer Stock: 
   
4. In the Transfer Stock Quantity window, fill in the quantity to transfer field: 
   
5. Select the source (transfer from) and the target (transfer to). Only locations where the stock has been added and set to active will show here: 
   
6. Click OK.
7. You can check that the stock has been updated on the stock details page in the Stock levels per location table: 
   

Check stock transfer history

To see the history of moved stock:

1. Navigate to Supplies > Current stock.
2. Click the stock.
3. In the Stock window, the Stock History table shows the stock's update history including stock transfer: 
   

Troubleshoot transfer issues

If stock transfer isn't working as expected, try:

1. Check that the stock is active in both sites
2. Check that FIFO is not enabled in the CMMS
3. Check that the user has the correct permissions
4. If the Transfer stock button is still missing, contact your Fiix representative

Check that the stock is active in both sites

To transfer stock, the part must be active as stock in both sending and receiving locations. To check if the stock is active:

1. Navigate to Supplies > Parts and supplies.
2. Click the part.
3. In the Stock levels per location table, view the status of the stock at your sites under the Status header:
   
   • If the part is active () in both the sending and receiving locations, then stock can be transferred.
   • If the part is not active () in both locations, activate the stock in both locations before transferring. See Activate stock.
   • If the part is not listed in both locations, then the stock needs to be added to the locations (even with 0 quantity on hand) to be transferred. See Add stock to a location.

Check that FIFO is not turned on in the CMMS

Stock can’t be transferred when the inventory method FIFO is set up. To check if FIFO has been set up in your CMMS:

1. Navigate to Settings > CMMS Settings.
2. Click the Purchasing tab.
3. Under the Inventory method header:
   • if the button says Enable FIFO, then you can transfer stock:
     
   • If the button says Disable FIFO, then FIFO has been set up in your CMMS and you can't use the transfer stock feature. This feature can be turned off by clicking the Disable FIFO button, but will affect your CMMS and purchasing settings (your CMMS will revert to Last Price Paid instead of First in, First out inventory method):
     
4. If you made changes, click Save. 

Check that the user has the correct permissions

Admins and users with the “Has ‘Transfer stock’ button on the Stock page” page permission can access stock transfer. The default Managers and Logistics user groups, as well as any custom user groups, do not have the permission by default.

To check that the user or their user group has the stock transfer page permission (or to turn on this permission):

1. Navigate to Settings > User groups.
2. Click the user group.
3. Under the Page Permissions tab, in the Page drop-down, select Stock:
   
4. Check the Has ‘Transfer stock’ button on the Stock page page permission to allow that user group to transfer stock:
   
5. Click Save.

If the Transfer stock button is missing, contact your Fiix representative

If the Transfer Stock button still does not appear in the More dropdown on the parts details page, then the stock transfer feature may not be enabled on your CMMS. Contact your Fiix representative to find out if your CMMS is eligible for stock transfer.