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 active as stock in 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): 
   
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 history of the stock, including its initial status, adjustments made through use, and adjustments made due to stock transfer: 
   

Troubleshoot transfer issues

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 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, you can view the status of the stock at your sites under the Status header:
   
4. If the part is active [] in both the sending and receiving locations, the stock can be transferred.
5. To activate the stock in both locations before transferring, see Activate stock [currently only Deactivate stock article exists].

Check that FIFO is not enabled in the CMMS

Stock can’t be transferred when FIFO is enabled. To check if FIFO is not enabled in your CMMS:

1. Navigate to Settings > CMMS Settings.
2. Click the Purchasing tab.
3. Under the Inventory method, if the button says Enable FIFO then FIFO is not set in the tenant and you can transfer stock. 

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. Check that the user or their user group has that page permission. 

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

If the Transfer Stock button 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.