In SalesVu, you can automate inventory transfers by generating a regular order at the sending location and a purchase order at the receiving location. This helps streamline internal transfers and ensures accurate tracking across locations.
Follow the steps below to enable this setting:
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Go to salesvu.com > Inventory > Manage Inventory.
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Click the drop-down arrow at the top and select Settings.
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Enable the toggle for "Do you want to create a regular order in the sending location?"
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Select the Payment method (e.g., House Account). Note: The order will use the cost price instead of the selling price for the products.
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Click Save to apply the changes.
Now, when you perform the inventory transfer, a purchase order will be created in the receiving location:
and a regular order will appear in the sending location using the selected payment method: