How do I move/transfer product stock and stock items to a different site/location?

There are two options for moving products in Breww - move them individually, or move them in bulk.

Moving products individually

If you want to move a small number of different products, the simplest method would be to head to the product's page and then onto the Locations tab. You'll then be able to click the button highlighted below to transfer to a different site.

Casks/kegs and smallpack with a Breww barcode

Containers can be moved between locations (or returned from customers) using the tool at Containers -> Actions & tools -> Return or move containers. You can either pick them from a list or if you have a USB/Bluetooth barcode scanner, you can enter the scanned containers into the second tab on this page.

Additionally, the mobile app has a Containers tab (after Package and Deliveries), which allows you to quickly move containers by using the app’s built-in barcode scanner. Here, you can choose which site and location you are moving containers to, then scan as many containers as you’d like.

If a scanned container is currently with a customer (according to Breww), it will be returned to the location selected as empty and ready to be refilled. If the container is currently filled and at a different location/site within Breww, it will be moved to the new location and remain filled and ready for sale. You may wish to try it with one container first to make sure that it’s working as expected.

Multiple products via a "Stock transfer order"

If there are many products to move, your quickest option is to raise a "Stock transfer order". This is much like a regular order as you can add multiple product lines to it, assign stock just like on a normal delivery and complete it in one click. It can even be scheduled onto a delivery vehicle to be optimised into a normal delivery run (or be sent via another method, such as by courier).

Before you can raise a stock transfer order, you'll need to create a "Customer" account for the receiving entity. In some situations, this might exist already (e.g. if you run multiple related businesses), but if not, you can create a customer for yourself. This customer needs to have the Can receive stock transfers option enabled, which can be done when creating them or by editing them if they already exist (this is in the Customer invoicing and billing section of the form).

Once this has been enabled on the customer, you'll see an extra button of New stock transfer order under the New menu in the top-right of the customer screen.

You can also start a stock transfer order without going to the customer first, from the + Add button at the top of every page -> Stock transfer order, or from Products -> Tools & reports -> New stock transfer order. Only customers with Can receive stock transfers enabled are offered.

Entering the stock transfer order

A stock transfer order is entered in two steps, in the same way as a normal order (see How to create an order for a customer in Breww): the transfer details first, then the products. Nothing is saved until you finish the second step.

On the first step, Stock transfer details, choose:

• The Customer receiving the stock (already filled in if you started from the customer's page).
• The Site to transfer stock from and the Location to transfer stock to.
• The Delivery date and the Delivery method: delivery by your own vehicle, collection or courier. If the transfer is being sent by courier, you can also set an optional Expected arrival date (the date you expect the stock to arrive at the destination). You can edit this from the order's delivery card at any point before the transfer has been completed.
• An optional PO number.
• Whether All products should be free of charge on the order/invoice. This is enabled by default; disable it to price the transfer using a Price book instead.
• The Order status: save the transfer as a draft order or as a confirmed order. The option preselected is your account's default from Settings -> Sales, orders & invoices -> Order & invoice settings (see Order & invoice settings), and you can change it for each transfer. A transfer saved as confirmed is scheduled onto its delivery straight away; a draft can be reviewed and confirmed from the order page.

Select Next to move on to the products step, where you add the products and quantities to transfer, then finish with Save & view order to open the transfer, or Save & start a new transfer to save it and start another.

Note: A transfer to a location at a 3PL warehouse is always saved as a draft order, so that sending it to the warehouse is a deliberate step. Review the transfer and confirm it from the order page when you are ready for it to be sent to your logistics partner.

A stock transfer order will then be handled much like a standard order, and the products can be adjusted if needed before you complete the transfer. You can choose whether you would like an invoice raised for stock transfer orders or not. When enabling the feature for customers, you can choose this customer's default, but this can always be adjusted on a per-order basis if required. In the case where you don't want an invoice, we recommend that you keep all the product prices free to avoid any confusion.

If an invoice is raised, the order will be included in your sales reports. If an invoice is not raised, the order will end in a "final" status of "Completed (no invoice" and will automatically be excluded from your sales figures and dashboard graphs.

A note on excise duty

With both methods, any applicable beer duty will be handled for you; for example, in the UK, if the products are duty-unpaid and they are transferred to a non-bonded site, an entry will automatically be made on your duty return for you.

Moving stock items individually

You can move individual Stock items by heading to Stock items and selecting to view a stock item. While on the stock tab, if you select the Edit location button, you will be able to transfer stock to a different site or location.

Moving multiple stock items via a stock take.

If you are moving a large number of stock items, then you can simply change the location of multiple items via a stock take. Our Stock takes help article explains how to perform a stock take in Breww.