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How to Work with Transfers at the Register

Move goods and ingredients between warehouses at the register using the Transfer Request integration.

Connect the Transfer Request integration to create requests for transferring products between warehouses in the Poster app. This way, you can control stock balances and carry out transfers without extra actions in the admin panel.

The app fee will be automatically added to your main invoice in Settings → Subscription.

How to Connect the Integration

  1. Open the Apps → All Apps tab in the admin panel.

  2. Find the Transfer Request integration in the catalog

  3. Click Connect.

  4. Grant the app access to your Poster account data.

Set up which employees can create transfer requests and which employees can complete transfers directly at the register. To do this:

  1. Open the Apps → Transfer Request tab.

  2. Go to the Settings section.

  3. Select the employees who will be able to create transfer requests. These requests must be confirmed in the admin panel.

  4. Select the employees who will be able to complete transfers directly at the register without additional confirmation.

☝️ You can set up different access rights for different employees. For example, cashiers can only create requests, while an administrator can complete transfers directly at the register.

How to Create a Transfer Request at the Register

  1. Open the Poster app.

  2. Tap ≡ in the upper-right corner and, in the Apps section, select Transfer Request.

  3. Select the warehouse from which the products need to be transferred.

  4. Select the warehouse to which the products need to be transferred.

  5. Add goods or ingredients and specify their quantity.

  6. Tap Save or Transfer.


The created request will be sent to the admin panel. An employee with access to the admin panel will be able to review, edit, confirm, or delete it.

☝️ If stock limits are set for goods, during a transfer at the register the app will not allow transferring a quantity greater than the stock balance in the sending warehouse. This helps employees avoid completing transfers with an incorrect product quantity.


💡 Save the request as a PDF or print it to keep a copy of the completed transfer:

  1. Open the Apps → Transfer Request tab.

  2. Click Edit next to the required request.

  3. Click 🖨️ in the upper-left corner of the screen.

  4. Save the request as a PDF or print it.


If the request was created by mistake or is no longer relevant, delete it in the admin panel:

  1. Open the Apps → Transfer Request tab.

  2. Click ··· next to the required request.

  3. Select Delete.


💡 All completed and confirmed transfers will also be displayed in the Inventory → Transfers tab.

 

To control stock balances in warehouses, view all transfers, incoming stock, and product consumption for the selected period in the stock movement report.