A Stock Transfer is done from one facility to another or from one facility to a warehouse when:
Products are expiring soon and need to be transferred back to the warehouse.
Products are not selling fast and can be moved to another facility that is in high demand.
Products are overstocked
Products are short-dated
Withdrawal to warehouse
To perform a Stock Transfer, kindly follow the steps below:
Once logged into Bloom,
Click on the inventory module, the fourth card under Pharmacy Management, or the fifth icon on the left sidebar.
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On the page that opens up, to the far right side, click on the 'Stock Transfer' button as below.
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On the page that appears, details regarding your stock history, if any, will appear. The three stages of a transfer are 'Approved', 'Incoming' and 'Completed'.
'Approved' indicates the PSA has permitted your transfer request that managers the facility, 'Incoming' indicates It has been approved. The receiving facility will need to log into Bloom to accept it. 'Completed' indicates you have received the transfer from your end.
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To transfer stock, go to the Stock Transfer page and choose a destination facility, product with existing quantity, batch number for the product, reason for transfer, and quantity you want to transfer. Once all details are entered, click the 'Confirm Transfer' button at the top right corner of the page to finish the process.
After completing the Stock Transfer, the receiving facility must log into Bloom and accept the transfer to finalize the process. Additionally, the PSA responsible for managing the facility will receive a notification regarding the transfer and will have the choice to approve or decline it.