Stock Transfer - Revision history

Gelo at 03:48, 20 April 2022

2022-04-20T03:48:04Z

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Gelo: Changed categories.

2022-04-08T01:27:16Z

Changed categories.

Gelo at 04:24, 30 March 2022

2022-03-30T04:24:08Z

Gelo at 07:09, 21 March 2022

2022-03-21T07:09:17Z

Gelo at 07:24, 22 February 2022

2022-02-22T07:24:09Z

Gelo at 04:16, 22 December 2021

2021-12-22T04:16:15Z

Gelo at 04:13, 22 December 2021

2021-12-22T04:13:51Z

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Gelo at 04:34, 11 May 2021

2021-05-11T04:34:56Z

Gelo at 04:38, 8 April 2021

2021-04-08T04:38:54Z

Gelo at 04:33, 8 April 2021

2021-04-08T04:33:50Z

← Older revision		Revision as of 01:27, 8 April 2022
Line 429:		Line 429:
	\|[[Warehouse]]<nowiki> \| </nowiki>[[Inventory Inquiry]]<nowiki> \| </nowiki>[[Item Master]]<nowiki> \| </nowiki>[[Unit of Measure]]<nowiki> \| </nowiki>[[Users Group]]		\|[[Warehouse]]<nowiki> \| </nowiki>[[Inventory Inquiry]]<nowiki> \| </nowiki>[[Item Master]]<nowiki> \| </nowiki>[[Unit of Measure]]<nowiki> \| </nowiki>[[Users Group]]
	\|}		\|}
		+	[[Category:Inventory]]

@@ Line 48: / Line 48: @@
 #Click [[Stock Transfer]] under Inventory Menu
-#Under Stock Transfer Screen, Click '''Create Stock Transfer Button'''
+#Under Stock Transfer Screen, Click Create Stock Transfer Request
-#Fill out the necessary fields then Click '''Save'''
+#Fill out the necessary fields then click Save
 #*The Created Stock Transfer will be seen in the Transfer Request Section
@@ Line 126: / Line 127: @@
 #Click [[Stock Transfer]] under Inventory Menu
-#Select the Stock Transfer that needs to update its details. Click the drop-down arrow then click '''Edit.'''
+#Under Transfer Request Tab in Stock Transfer, Select a transfer request that needs to update its details, click the drop-down arrow then click Edit
 #Update the necessary fields then click '''Save'''
@@ Line 192: / Line 193: @@
 =====Printing Stock Transfer Request=====
-#Go to Inventory then Click [[Stock Transfer]]
+#Click [[Stock Transfer]] under Inventory Menu
-#Under Stock Transfer Screen, Select a Stock Transfer Request that needs to print its details, click the drop-down arrow then click Print
+#Under Transfer Request Tab in Stock Transfer, Select a transfer request that needs to print its details, click the drop-down arrow then click Print
 [[File:Inventory - Stock Transfer - Print Request.png|border|center|1500x1500px]]
@@ Line 208: / Line 209: @@
 =====<span class="mw-headline ve-pasteProtect" id="Approving.2FRejecting_Stock_Transfer_Request" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Approving/Rejecting Stock Transfer Request</span>=====
-#Go to Inventory then Click [[Stock Transfer]]
+#Click [[Stock Transfer]] under Inventory Menu
-#Select the Stock Transfer that needs to Approve or Reject the Request. Click the drop-down arrow then choose Approve/Reject. Take note that the request can only be Approve or Reject if it is on '''Pending''' Status
+#Under Transfer Request Tab in Stock Transfer, Select a transfer request that needs to Approve or Reject, click the drop-down arrow then click Approve or Reject
-#Click '''Yes''' on the Confirmation Notice.
+#Click Yes on the Confirmation notice to proceed on Accept/Reject process
 [[File:INventory - Stock Transfer - Approve-Reject Request.png|border|center|1500x1500px]]
@@ Line 306: / Line 307: @@
 #Click Stock Transfer under Inventory Menu
 #Under Stock Transfer Transmittal Tab in Stock Transfer, Select a transmittal record that needs to cancel, click the drop-down arrow then click Cancel
 [[File:Inventory - Stock Transfer - Cancel Transmittal.png|border|center|1500x1500px]]
@@ Line 316: / Line 318: @@
 =====Releasing Stock Transfer Request=====
-#Go to Inventory then Click [[Stock Transfer]]
+#Click [[Stock Transfer]] under Inventory Menu
-#Select an Approve Stock Transfer that needs to transfer its stocks. Click the drop-down arrow then choose '''Transfer Stocks'''.
+#Under Transfer Request Tab in Stock Transfer, Select an approved transfer request that needs to transfer its stocks, click the drop-down arrow then click Transfer Stocks
 #Fill up the necessary fields then Click '''Save'''
@@ Line 388: / Line 390: @@
 =====Closing Request=====
-#Go to Inventory then Click [[Stock Transfer]]
+#Click [[Stock Transfer]] under Inventory Menu
 #Under Transfer Request Tab in Stock Transfer, Select a Request that has been already been transfer that needs to close, click the drop-down arrow then click Close Request
 #Click Yes on the confirmation to proceed on the closing process

@@ Line 115: / Line 115: @@
 **This can be seen in [[Item Master]] Maintenance Module.
 =====Edit Stock Transfer Request=====
@@ Line 182: / Line 190: @@
 **This can be seen in [[Item Master]] Maintenance Module.
-===== Printing Stock Transfer Request =====
+=====Printing Stock Transfer Request=====
 #Go to Inventory then Click [[Stock Transfer]]
@@ Line 190: / Line 198: @@
 <br />
-===== Cancelling Stock Transfer Request =====
+=====Cancelling Stock Transfer Request=====
 #Go to Inventory then Click [[Stock Transfer]]
@@ Line 269: / Line 277: @@
 *Transfer Stocks option will be available if the approver approves the Stock Transfer Request.
-===== Editing Stock Transfer Transmittal Record =====
+=====Viewing Stock Transfer Transmittal Record=====
-# Click Stock Transfer under Inventory Menu
+#Click Stock Transfer under Inventory Menu
-# Under Stock Transfer Transmittal Tab in Stock Transfer, Select a transmittal record that needs to update its details, click the drop-down arrow then click Edit
+#Under Stock Transfer Transmittal Tab in Stock Transfer, Select a transmittal record that needs to update its details, click the drop-down arrow then click Edit
-# Update the necessary fields then click Save
+#Update the necessary fields then click Save
 [[File:Inventory - Stock Transfer - Edit Transmittal.png|border|center|1500x1500px]]
 <br />
-===== Printing Stock Transfer Transmittal Record =====
+=====Printing Stock Transfer Transmittal Record=====
-# Click Stock Transfer under Inventory Menu
+#Click Stock Transfer under Inventory Menu
-# Under Stock Transfer Transmittal Tab in Stock Transfer, Select a transmittal record that needs to print its details, click the drop-down arrow then click Print
+#Under Stock Transfer Transmittal Tab in Stock Transfer, Select a transmittal record that needs to print its details, click the drop-down arrow then click Print
 [[File:Inventory - Stock Transfer - Print Transmittal.png|border|center|1500x1500px]]
 <br />
-===== Cancelling Stock Transfer Transmittal Record =====
+=====Cancelling Stock Transfer Transmittal Record=====
-# Click Stock Transfer under Inventory Menu
+#Click Stock Transfer under Inventory Menu
-# Under Stock Transfer Transmittal Tab in Stock Transfer, Select a transmittal record that needs to cancel, click the drop-down arrow then click Cancel
+#Under Stock Transfer Transmittal Tab in Stock Transfer, Select a transmittal record that needs to cancel, click the drop-down arrow then click Cancel
 [[File:Inventory - Stock Transfer - Cancel Transmittal.png|border|center|1500x1500px]]
@@ Line 296: / Line 312: @@
 Notes:
-* Cancelling the Stock Transmittal Record will revert the status of Stock Transfer Request to Approved
+*Cancelling the Stock Transmittal Record will revert the status of Stock Transfer Request to Approved
 =====Releasing Stock Transfer Request=====
@@ Line 370: / Line 386: @@
 **This can be seen in [[Item Master]] Maintenance Module.
-===== Closing Request =====
+=====Closing Request=====
-# Go to Inventory then Click [[Stock Transfer]]
+#Go to Inventory then Click [[Stock Transfer]]
-# Under Transfer Request Tab in Stock Transfer, Select a Request that has been already been transfer that needs to close, click the drop-down arrow then click Close Request
+#Under Transfer Request Tab in Stock Transfer, Select a Request that has been already been transfer that needs to close, click the drop-down arrow then click Close Request
-# Click Yes on the confirmation to proceed on the closing process
+#Click Yes on the confirmation to proceed on the closing process
 [[File:Inventory - Stock Transfer - Close Request.png|border|center|1500x1500px]]

@@ Line 12: / Line 12: @@
 *#[[Warehouse]]
-=====Stock Transfer List=====
+=====Stock Transfer Request List=====
 {| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
 |+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Stock Transfer Record Status
@@ Line 45: / Line 47: @@
 =====Add Stock Transfer Request=====
-#Go to Inventory then Click [[Stock Transfer]]
+#Click [[Stock Transfer]] under Inventory Menu
-#Click '''Create Stock Transfer Button'''
+#Under Stock Transfer Screen, Click '''Create Stock Transfer Button'''
 #Fill out the necessary fields then Click '''Save'''
-#The Created Stock Transfer will be seen in the Transfer Request Section
+#*The Created Stock Transfer will be seen in the Transfer Request Section
 {| class="wikitable" style="margin: auto;"
@@ Line 112: / Line 117: @@
 =====Edit Stock Transfer Request=====
-#Go to Inventory then Click [[Stock Transfer]]
+#Click [[Stock Transfer]] under Inventory Menu
-#Select the Stock Transfer that needs to be updated. Click the drop-down arrow then click '''Edit.'''
+#Select the Stock Transfer that needs to update its details. Click the drop-down arrow then click '''Edit.'''
 #Update the necessary fields then click '''Save'''
 {| class="wikitable" style="margin: auto;"
 !Field
@@ Line 175: / Line 182: @@
 **This can be seen in [[Item Master]] Maintenance Module.
 =====Stock Transfer Record Option=====
 {| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
@@ Line 223: / Line 254: @@
 | style="vertical-align:middle;text-align:center;" |
 | style="vertical-align:middle;text-align:center;" |
-| style="vertical-align:middle;text-align:center;" |
+| style="vertical-align:middle;text-align:center;" |☑
 | style="vertical-align:middle;text-align:center;" |
 |-
@@ Line 238: / Line 269: @@
 *Transfer Stocks option will be available if the approver approves the Stock Transfer Request.
-=====Stock Transfer View Record=====
+===== Editing Stock Transfer Transmittal Record =====
-=====<span class="mw-headline" id="Approving.2FRejecting_Stock_Transfer_Request" style="box-sizing: inherit;">Approving/Rejecting Stock Transfer Request</span>=====
+# Click Stock Transfer under Inventory Menu
-#Go to Inventory then Click [[Stock Transfer]]
+[[File:Inventory - Stock Transfer - Edit Transmittal.png|border|center|1500x1500px]]
-#Select the Stock Transfer that needs to Approve or Reject the Request. Click the drop-down arrow then choose Approve/Reject. Take note that the request can only be Approve or Reject if it is on '''Pending''' Status
+<br />
-#Click '''Yes''' on the Confirmation Notice.
 =====Releasing Stock Transfer Request=====
@@ Line 252: / Line 303: @@
 #Select an Approve Stock Transfer that needs to transfer its stocks. Click the drop-down arrow then choose '''Transfer Stocks'''.
 #Fill up the necessary fields then Click '''Save'''
 {| class="wikitable" style="margin: auto;"
 !Field
@@ Line 318: / Line 369: @@
 *Items status should be '''ACTIVE''' when creating or editing a Stock Transfer.
 **This can be seen in [[Item Master]] Maintenance Module.
 =====Stock Transfer Transmittal Options=====

@@ Line 1: / Line 1: @@
 <div style="text-align: center;">
-[[Inventory]] | [[Inventory Inquiry]] | [[Inventory Movement]] | [[Stock Transfer Aids]]
+[[Inventory]] | [[Inventory Inquiry]] | [[Inventory Movement]]
 </div>
 ==Stock Transfer==
@@ Line 45: / Line 45: @@
 =====Add Stock Transfer Request=====
-# Go to Inventory then Click [[Stock Transfer]]
+#Go to Inventory then Click [[Stock Transfer]]
-# Click '''Create Stock Transfer Button'''
+#Click '''Create Stock Transfer Button'''
-# Fill out the necessary fields then Click '''Save'''
+#Fill out the necessary fields then Click '''Save'''
-# The Created Stock Transfer will be seen in the Transfer Request Section
+#The Created Stock Transfer will be seen in the Transfer Request Section
 {| class="wikitable" style="margin: auto;"
@@ Line 112: / Line 112: @@
 =====Edit Stock Transfer Request=====
-# Go to Inventory then Click [[Stock Transfer]]
+#Go to Inventory then Click [[Stock Transfer]]
-# Select the Stock Transfer that needs to be updated. Click the drop-down arrow then click '''Edit.'''
+#Select the Stock Transfer that needs to be updated. Click the drop-down arrow then click '''Edit.'''
-# Update the necessary fields then click '''Save'''
+#Update the necessary fields then click '''Save'''
 {| class="wikitable" style="margin: auto;"
@@ Line 241: / Line 241: @@
 =====Stock Transfer Transmittal List=====
-===== <span class="mw-headline" id="Approving.2FRejecting_Stock_Transfer_Request" style="box-sizing: inherit;">Approving/Rejecting Stock Transfer Request</span> =====
+=====<span class="mw-headline" id="Approving.2FRejecting_Stock_Transfer_Request" style="box-sizing: inherit;">Approving/Rejecting Stock Transfer Request</span>=====
-# Go to Inventory then Click [[Stock Transfer]]
+#Go to Inventory then Click [[Stock Transfer]]
-# Select the Stock Transfer that needs to Approve or Reject the Request. Click the drop-down arrow then choose Approve/Reject. Take note that the request can only be Approve or Reject if it is on '''Pending''' Status
+#Select the Stock Transfer that needs to Approve or Reject the Request. Click the drop-down arrow then choose Approve/Reject. Take note that the request can only be Approve or Reject if it is on '''Pending''' Status
-# Click '''Yes''' on the Confirmation Notice.
+#Click '''Yes''' on the Confirmation Notice.
 =====Releasing Stock Transfer Request=====
-# Go to Inventory then Click [[Stock Transfer]]
+#Go to Inventory then Click [[Stock Transfer]]
-# Select an Approve Stock Transfer that needs to transfer its stocks. Click the drop-down arrow then choose '''Transfer Stocks'''.
+#Select an Approve Stock Transfer that needs to transfer its stocks. Click the drop-down arrow then choose '''Transfer Stocks'''.
-# Fill up the necessary fields then Click '''Save'''
+#Fill up the necessary fields then Click '''Save'''
-# Select a Ready for Closing Transfer status that needs to close its request. Click the drop-down arrow then choose '''Close Request'''
+#Select a Ready for Closing Transfer status that needs to close its request. Click the drop-down arrow then choose '''Close Request'''
-# Click '''Yes''' on the Confirmation
+#Click '''Yes''' on the Confirmation
 {| class="wikitable" style="margin: auto;"

@@ Line 1: / Line 1: @@
 <div style="text-align: center;">
-[[Inventory]] | [[Inventory Movement]] | [[Stock Transfer Aids]]
+[[Inventory]] | [[Inventory Inquiry]] | [[Inventory Movement]] | [[Stock Transfer Aids]]
 </div>
 ==Stock Transfer==
 Allows the user to transfer the quantity or stock from a warehouse to another warehouse.
 =====Stock Transfer List=====
@@ Line 245: / Line 257: @@
 |-
 |Maintenance
-|[[Warehouse]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Unit of Measure]]<nowiki> | </nowiki>[[Users Group]]
+|[[Warehouse]]<nowiki> | </nowiki>[[Inventory Inquiry]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Unit of Measure]]<nowiki> | </nowiki>[[Users Group]]
 |-
 | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 |-
 |Inventory Aids
-|[[Stock Transfer Aids]]<nowiki> | </nowiki>[[Inventory Movement Aids]]
+|[[Stock Transfer Aids]]<nowiki> | </nowiki>[[Inventory Inquiry Aids]]<nowiki> | </nowiki>[[Inventory Movement Aids]]
 |-
 |Maintenance Aids
 |[[Warehouse Aids]]<nowiki> | </nowiki>[[Item Master Aids]]<nowiki> | </nowiki>[[Unit of Measure Aids]]<nowiki> | </nowiki>[[Users Group Aids]]
 |}