Create an Insurance Account

Create a debtor account for the insurance company. You can give it any name, but it may be best to name it after the Insurance Company concerned.

Open

A pop-up window will show, give the new account a name and click OK.

Open

Create Supplier

You need to create a supplier to Invoice

Under Charge Transfers to Account if Order Settings Ticked

Select Use Selected account and click Select/Edit Account to choose the debtors account created earlier.

Create a Transfer Order

Select the Insurance Company, and select Blank Order and Transfer Out. Click OK.

Enter the stock that is to be transferred out as if you were completing a standard order. Use Insert to add items, either by scanning barcodes or searching for a product. The total for the order will be shown at the bottom of the screen.

Once you have finished entering the products click Print External so that you can provide a copy to the insurance company.

Click Transfer and this will adjust your stock levels and charge the Insurance Company account you created earlier.