Add a New Stock Transfer

1. The user can transfer stock between locations by navigating to the “Products & Inventory” App from two entry points.
   1. From the EMR Panel, click on “Stock Transfer” under “Products & Inventory”.
      
   2. From the Left Navigation, open the “EMR Admin” dropdown, select “Products & Inventory”, and then choose “Stock Transfer” from the subsequent dropdown menu.
      
2. To add a new stock transfer, click "New Stock Transfer" in the top right corner of the screen.
   
3. Select the “From Clinic” and “To Clinic” locations from the dropdown menu.
   Note: The “From Clinic” location is the Med SPA branch from which the stock will be transferred, while the “To Clinic” location is the destination where the stock is to be transferred.
4. Select the “Logistic Type” to determine how you want to transfer the stock. If the “Shipping Provider” option is selected, enter the “Provider” name and the “Tracking Number” for the shipment.
   Note: A ‘Tracking Number’ is a unique identifier assigned to a package, shipment, or order that allows its location and delivery status to be monitored in real time. It helps track movement from the sender to the recipient through a logistics or courier system.
5. If you want to transfer the stock through a responsible employee, select the “Responsible Staff” option and choose the staff member from the dropdown menu.
   
6. Click the “Add Product” button to select the products for the stock transfer.
   
7. Search for the “Product” from the dropdown menu and enter the Batch Number.
   Note: You can add as many products as needed for the stock transfer.
8. Enter the Stock quantity that needs to be transferred for that product. Click “Create Stock Transfer” once all required details have been entered.
   The stock transfer has been successfully added!

Edit an Existing Stock Transfer

9. From the stock transfer list, click on three dots under the action column and select "Edit" for the specific stock transfer.
   
10. The stock transfer form will open in edit mode. Make the necessary changes and click “Update Stock Transfer” to save your updates.
    Note: The stock transfer can also be edited by clicking the "Edit Stock Transfer" button in the top right corner of the View Stock Transfer Page.

Check the Status of Stock Transfer

11. To check the status of your stock transfer, go to the Stock Transfer tab and review the status indicators in the top scopes bar for the latest updates.
    
12. Click on the “Completed” scope to view the list of all stock transfer orders that have been successfully transferred to the destination location and are received by them.
    
13. Click “In Transit” to view the list of stock transfer orders currently in progress, where items are still being transported between locations.
    Note: The status of your stock transfer can also be viewed in the ‘All’ orders list. The ‘Status’ column shows whether a stock transfer is Completed or In Transit.