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Count Only Transfers - Auto Transfer When Direct Selecting Stock From Other Branch At Same Site

Overview

As of NCompass 11.09, when a count only item is sold on the customer website the stock will be taken from the configured branch & stockroom for web orders.

Prior to this version it would take stock from theĀ sale branch.

How To

When a count only item is added to a sale, if the following conditions are met, then an auto transfer will be raised to send the stock to the sale branch, and the stock will be allocated to the sale:
  • Stock branch and sale branch have a site set, and the sites are the same;
  • ConfigĀ Allow stock selection for any branch at the same site is enabled;
  • Workstation site of the workstation adding the item matches the branch site.

Additional Information

If an auto transfer for that from/to location has already been raised today, then further items will be added to the existing transfer rather than creating a new one.

Frequently Asked Questions

How do I know if I'm configured correctly?

Contact the support team who will be able to verify your workstation site setup. You'll need to advise which sites you would like count only stock to be allocated from.