Who is this guide for?Owners and Admins start, send and receive transfers. Finance and Viewers can see them.
Before you begin
- Your shops are linked into one business. Linking is part of Surge Premium; ask Surge support to link them.
- The item is on the shared menu, and stock is counted for it at both shops.
Start a transfer
On the back office
- Go to Store setup > Stock.
- On the Transfers card, click New transfer.
- Under Shop, pick the other shop.
- Choose Ask [shop] for stock, or Send stock to [shop] now.
- Type How many beside each item. Here now shows your current count.
- Add a Note (optional) if you like.
- Click Ask [shop] or Send to [shop].
Finish a transfer
- The shop asked for stock clicks Send, or Call off.
- The shop that asked can Call off until it's sent.
- When it arrives, the receiving shop clicks Received.
- Each open transfer has a status line, like To Uptown: sent, not received yet. The last five finished transfers show below the open ones.
How the counts change
- Send takes the stock off the sending shop's count.
- Received adds it to the receiving shop's count.
- Asking and calling off change nothing.
- Each shop's stock history shows Moved to or Moved from the other shop, with who did it.
You can send more than you have, and your count goes below zero. Check Here now first.
Nothing here can be moved means no counted items are on the shared menu. Not stock-tracked at [shop] means that shop needs to turn on counting for the item first.
Related guides
Still stuck?
info@surgeups.comEmail us your business name and what you were trying to do.