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Difference between revisions of "Sales Transfer per Stock"
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Sales Transfer per Stock terms in Oojeema System | Sales Transfer per Stock terms in Oojeema System | ||
| − | # '''Record Filter'''(Date Range, Requesting Warehouse, Source Warehouse, Items) - Set of filter options for precise searching of records | + | #'''Record Filter'''(Date Range, Requesting Warehouse, Source Warehouse, Items) - Set of filter options for precise searching of records |
| − | #* Date Range will be automatically set to Current month by default | + | #*Date Range will be automatically set to Current month by default |
| − | #* Requesting Warehouse and Sales Warehouse will be automatically set to Filter: All by default | + | #*Requesting Warehouse and Sales Warehouse will be automatically set to Filter: All by default |
| − | #* Items view list will be automatically set to 10 items per page. | + | #*Items view list will be automatically set to 10 items per page. |
| − | # '''Print'''(Transfer Approve) - Print the Transfer Approve document for [[Stock Transfer]]. | + | #'''Print'''(Transfer Approve) - Print the Transfer Approve document for [[Stock Transfer]]. |
| − | #* Clicking Print Menu will redirect the user to Transfer Details Approve of the specific Stock Transfer | + | #*Clicking Print Menu will redirect the user to Transfer Details Approve of the specific Stock Transfer |
| − | # '''Transfer No.''' - Reference No of the Approve Request of [[Stock Transfer]] | + | #'''Transfer No.''' - Reference No of the Approve Request of [[Stock Transfer]] |
| − | # '''Transaction Date''' - Date when the [[Stock Transfer]] is requested | + | #'''Transaction Date''' - Date when the [[Stock Transfer]] is requested |
| − | # '''Requesting Warehouse''' - The warehouse requesting for [[Stock Transfer]] | + | #'''Requesting Warehouse''' - The warehouse requesting for [[Stock Transfer]] |
| − | # '''Destination Warehouse''' - The warehouse that will provide the stocks. | + | #'''Destination Warehouse''' - The warehouse that will provide the stocks. |
| − | # '''Request No''' - Reference No of the Request [[Stock Transfer]] | + | #'''Request No''' - Reference No of the Request [[Stock Transfer]] |
| − | #* Clicking the link will transfer the user to the Transfer Request details of the specific Stock Transfer | + | #*Clicking the link will transfer the user to the Transfer Request details of the specific Stock Transfer |
| − | # '''Item Code''' - Set of Item to be transfer to another Warehouse. | + | #'''Item Code''' - Set of Item to be transfer to another Warehouse. |
| − | # '''Item Description''' - Any remarks in the Items. | + | #'''Item Description''' - Any remarks in the Items. |
| − | # '''Unit of Measure(UOM)''' - Unit of measure of the items. | + | #'''Unit of Measure(UOM)''' - Unit of measure of the items. |
| − | # '''No of Items''' - Number of Items to be Transferred to another Warehouse<br /> | + | #'''No of Items''' - Number of Items to be Transferred to another Warehouse<br /> |
Notes: | Notes: | ||
| − | * Warehouse status must be '''ACTIVE''' in order to view its records. | + | *Warehouse status must be '''ACTIVE''' in order to view its records. |
| − | ** Warehouse status can be seen in [[Warehouse]] Maintenance Module | + | **Warehouse status can be seen in [[Warehouse]] Maintenance Module |
| − | * For detailed instructions on how to Export records and checking the Transfer Approve and Transfer Request of the Stock Transfer, the user may visit the Sales Transfer per Stock Job Aids which can be found [[Sales Transfer per Stock Aids|here]] | + | *For detailed instructions on how to Export records and checking the Transfer Approve and Transfer Request of the Stock Transfer, the user may visit the Sales Transfer per Stock Job Aids which can be found [[Sales Transfer per Stock Aids|here]] |
| − | ====== Transfer Approved Print Menu ====== | + | ======Transfer Approved Print Menu====== |
[[File:Transfer Approved Print Menu.png|center|thumb|581x581px|Transfer Approved Print Menu]] | [[File:Transfer Approved Print Menu.png|center|thumb|581x581px|Transfer Approved Print Menu]] | ||
<br /> | <br /> | ||
| − | ====== Transfer Request Print Menu ====== | + | ======Transfer Request Print Menu====== |
[[File:Transfer Request Print Menu.png|center|thumb|589x589px|Transfer Request Print Menu]] | [[File:Transfer Request Print Menu.png|center|thumb|589x589px|Transfer Request Print Menu]] | ||
<br /> | <br /> | ||
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|- style="box-sizing: inherit;" | |- style="box-sizing: inherit;" | ||
| style="" |Sales Reports | | style="" |Sales Reports | ||
| − | | style="" |[[Sales Person Report Aids&action=view|Sales Person Report Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Stock Ledger Aids&action=view|Stock Ledger Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Report Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Register Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Warehouse Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Customer Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Stock Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Transfer per Stock Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Item | + | | style="" |[[Sales Person Report Aids&action=view|Sales Person Report Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Stock Ledger Aids&action=view|Stock Ledger Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Report Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Register Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Warehouse Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Customer Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Stock Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Transfer per Stock Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Item Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Category Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Top Item Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Returns per Customer Aids]] |
|} | |} | ||
Revision as of 12:46, 16 March 2021
Sales Transfer per Stock
File:Sales Transfer per Stock Menu List.png
Sales Transfer per Stock Menu List
Sales Transfer per Stock refers to the list of Stock Transfer in a given period.
Sales Transfer per Stock terms in Oojeema System
- Record Filter(Date Range, Requesting Warehouse, Source Warehouse, Items) - Set of filter options for precise searching of records
- Date Range will be automatically set to Current month by default
- Requesting Warehouse and Sales Warehouse will be automatically set to Filter: All by default
- Items view list will be automatically set to 10 items per page.
- Print(Transfer Approve) - Print the Transfer Approve document for Stock Transfer.
- Clicking Print Menu will redirect the user to Transfer Details Approve of the specific Stock Transfer
- Transfer No. - Reference No of the Approve Request of Stock Transfer
- Transaction Date - Date when the Stock Transfer is requested
- Requesting Warehouse - The warehouse requesting for Stock Transfer
- Destination Warehouse - The warehouse that will provide the stocks.
- Request No - Reference No of the Request Stock Transfer
- Clicking the link will transfer the user to the Transfer Request details of the specific Stock Transfer
- Item Code - Set of Item to be transfer to another Warehouse.
- Item Description - Any remarks in the Items.
- Unit of Measure(UOM) - Unit of measure of the items.
- No of Items - Number of Items to be Transferred to another Warehouse
Notes:
- Warehouse status must be ACTIVE in order to view its records.
- Warehouse status can be seen in Warehouse Maintenance Module
- For detailed instructions on how to Export records and checking the Transfer Approve and Transfer Request of the Stock Transfer, the user may visit the Sales Transfer per Stock Job Aids which can be found here
Transfer Approved Print Menu
File:Transfer Approved Print Menu.png
Transfer Approved Print Menu
Transfer Request Print Menu
File:Transfer Request Print Menu.png
Transfer Request Print Menu
| Modules | |
|---|---|
| Sales | Sales Invoice |
| Inventory Aids | Stock Transfer |
| Maintenance | Maintenance | Item Master | Warehouse |
| Reports Module (Reports) | |
| Reports | Sales Reports |
| Sales Reports | Sales Person Report | Stock Ledger | Sales Report | Sales Register | Sales per Warehouse | Sales per Customer | Sales per Stock | Sales Transfer per Stock | Sales per Item | Sales per Category | Sales-Top Item | Returns per Customer |
| Job Aid Modules | |
| Sales Aids | Sales Invoice Aids |
| Inventory Aids | Stock Transfer Aids |
| Maintenance Aids | Item Master Aids | Warehouse Aids |
| Reports Aid | |
| Sales Reports | Sales Person Report Aids | Stock Ledger Aids | Sales Report Aids | Sales Register Aids | Sales per Warehouse Aids | Sales per Customer Aids | Sales per Stock Aids | Sales Transfer per Stock Aids | Sales per Item Aids | Sales per Category Aids | Sales Top Item Aids | Returns per Customer Aids |