[LSX] Transferring Stock With Lightspeed Scanner for X Series

Transferring stock between outlets in Lightspeed Retail X Series POS ensures that you maintain accurate inventory levels when sending products to other locations within the business, such as from a central warehouse to an outlet, or from outlet to outlet.  This process is made simple using the Lightspeed Scanner app for iOS and Android, where you can request transfers, transfer stock directly, and pack transfers.

This article is separated into three separate sections listed below.

• Creating a Transfer From Your Outlet
• Requesting a Transfer From Another Outlet
• Packing a Transfer

Creating a Transfer From Your Outlet

1. Navigate to the "Pack" and tap the "Transfers" tab.

2. Tap the "add (+)" button.
3. Use the rear camera to scan product barcodes or manually search for products using the "Search products" field.

Note

Scan each product multiple times to increase the quantity.  Tap the product to expand and use the "Quantity" field to increase or decrease the quantity.

4. Once all products have been added, tap "Continue".
5. Enter the transfer details using the "Source outlet", "Destination outlet", and "Select a date (optional)" drop-down menus, and edit the "Reference" if required.

6. Tap "Complete and mark as sent" to complete the transfer.

Note

To return to edit the products added, tap the "back arrow (<-)" next to New Transfer.  If you no longer need to complete the transfer, tap "Delete transfer order" and confirm this by tapping "Delete transfer order" again.

Requesting a Transfer From Another Outlet

1. Create a list and scan a product barcode or manually search for a product by name.
2. Select the required product from the drop-down.
3. (Optional) Tap "Inventory" for standard products or tap the variant to expand then tap "Inventory" for variant products to view stock levels at each outlet.

4. Adjust the product quantities as required.
5. Once completed, tap "Actions" and then tap "Request stock transfer".

6. Select the "Source outlet" and "Destination outlet" from the drop-down menus.
7. (Optional) Select a date from the "Select a date" drop-down menu and adjust the Reference as required.

8. Tap "Create" to finish.

Packing a Transfer

1. Navigate to the "Pack" and tap the "Transfers" tab.
2. Select the transfer you want to start packing.
3. Review the transfer details, products, and product quantities, and tap "Pick".

4. Use the rear camera to scan product barcodes or manually search for products using the "Search products" field.

Note

Scan each product multiple times to increase the quantity.  Tap the product to expand and use the "Quantity" field to increase or decrease the quantity.

5. Once all products have been picked, tap "Done".
6. Review the packed transfer information and tap "Mark as sent".

Note

When quantities packed do not match those originally entered on the transfer (i.e. not as much stock can be located as required), an Unmatched quantities warning will be displayed.  Either scan more products to make up the quantity deficit, or tap "Continue anyway" to replace the transferred quantity with the amount that has been packed.