Understand what Stock Transfer is and how it works!
The Stock Transfer function enables the movement of stock items from one location to another. For example, it allows you to transfer stock from a branch bin to an engineer’s van bin and vice versa.
Getting There
You can find the Stock Transfer module in the Stock menu.
Stock Transfer
In the Stock Transfer module, you can view a list of transfers that have occurred and also create new ones.
To create a new transfer select the + New Stock Transfer button.
Now, you can start to fill out all the fields:
Choose an intended Transfer Date.
Then, select the From Branch / Van as the source location for the transfer. Use the ellipsis (...) to open a selection list.
The To Branch / Van is the new destination for the transfer. Use the ellipsis again to open a list to select from.
In the SKU field, select the product items via the ellipsis list.
Quantity In Stock will display the available quantity of the item in the source location.
The To Bin section specifies what bin the item will go to, use the ellipsis to open the available list of locations.
Next, you can enter a part number against Superseded By if relevant. This field is optional.
Enter an amount in the Quantity To Transfer.
If the items are being collected, stitch the toggle on and select a Box location via the ellipsis.
Enter a Reason for Quarantine is to be allocated to a quarantine location.
Further down the page, select Add to List to add the item to the transfer list, followed by Raise Stock Transfer, this opens a preview window.
A preview window will open.
Click Confirm Stock Transfer to initiate it.
The Record is now visible on the Stock Transfers list.
You can expand the nested grid to see the transfer detail.
The Action Tray allows for the upload of documents against a selected record.
You have successfully used the Stock Transfer feature.