Branch Transfers allow you to move Hire and Sales Items from one branch to another and keep branch stock levels and item locations up to date.

The result of completing a Branch Transfer depends on how the Hire Item is configured:

• Transfer a Single Hire Item: The item's assigned Branch changes to the destination branch.

• Transfer Multiple/Bulk Hire Items: The transferred quantity is deducted from the From branch and added to the To branch.

• Transfer Serialised Hire Items: The selected serial number is reassigned to the To branch.

For serialised Hire Items, a serial number must be selected when creating the transfer.

1. Go to Setup > Items.

2. Click Branch Transfers.

3. Click New Branch Transfer.

   1. Leave the Status as Pending while the items are in transit. Change it to Completed when the transfer has been completed.

4. Select the Branch From and Branch To.

   1. These must be different branches.

5. Enter the Dispatch Date — the date and time the items are expected to leave the From branch.

6. Enter the Receival Date — the date and time the items are expected to arrive at the To branch.

7. Select a Staff member if required.

8. Add the items being transferred. Enter the Qty for items where multiple units are being transferred, and select the appropriate serial number for serialised Hire Items.

9. Optionally enter a Reference and Comments for the transfer.

10. Click Save New.

Required fields include: Branch From, Branch To, Dispatch Date and Receival Date.

Note that If the quantity being transferred exceeds the available quantity at the From branch, HirePOS displays a warning that the transfer will cause negative stock on hand. You can correct the quantity or choose to continue anyway.

Hire and Sales Items behave differently while a Branch Transfer is Pending:

• Hire Items: Branch allocation is updated only when the Branch Transfer is Completed.

• Sales Items: Branch stock levels are affected immediately, regardless of the Branch Transfer status.

When a transfer is marked Completed, HirePOS records the completion date and updates the branch allocation for the Hire Items being transferred.

Once completed, the Branch Transfer becomes read-only and only the Comments can be edited.

If you make a booking for an item that is not currently available at the selected branch, HirePOS displays a warning that there are not enough items available at that branch.

You can still save the booking and create a Branch Transfer to move the required items to the booking's branch.

Once the Branch Transfer is Completed, the Hire Item's branch allocation is updated from the original branch to the destination branch.

Users who do not have access to Setup can still be given access to Branch Transfers through their User Permissions. When the appropriate permission is enabled, Branch Transfers can be accessed from the main Reminders screen.

An Administrator can configure this access:

1. Go to Setup > Preferences > Users.

2. Select the required user.

3. Open the Permissions section.

4. Enable the appropriate Branch Transfer permission.

• Show Branch Receivals — Allows the user to access incoming Branch Transfers and mark them as received/completed without being able to change the originating transfer details or items.

• Branch Transfers — Provides access to manage Branch Transfers, including creating and dispatching transfers and marking them as received.