Difference between revisions of "Sales Transfer per Stock"

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{| class="wikitable"
 
{| class="wikitable"
 
|+Sales Transfer per Stock terms in Oojeema System
 
|+Sales Transfer per Stock terms in Oojeema System
!Field  
+
!Field
 
!Description
 
!Description
 
|-
 
|-
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|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| style="" |Sales Reports
 
| style="" |Sales Reports
| style="" |[[Sales Person Report&action=view|Sales Person Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Stock Ledger&action=view|Stock Ledger]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Register]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Warehouse]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Customer]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Stock]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Transfer per Stock]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Item]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Category]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Top Item|Sales-Top Item]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Returns per Customer]]
+
| style="" |[[Sales Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Register]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Warehouse]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Customer]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Stock]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Transfer per Stock]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Item]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Category]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Top Item|Sales-Top Item]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Returns per Customer]]
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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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 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]]
+
| style="" |[[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 13:26, 29 April 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
Field Description
1. 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.
2. Export Allows the user to Export the report into spreadsheet
3. 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
4. Transaction Date Reference No of the Approve Request of Stock Transfer
5. Transaction Date Date when the Stock Transfer is requested
6. Requesting Warehouse The warehouse requesting for Stock Transfer
7. Destination Warehouse The warehouse that will provide the stocks.
8. 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
9. Item Code Set of Item to be transfer to another Warehouse.
10. Item Description Any remarks in the Items.
11. Unit of Measure(UOM) Unit of measure of the items.
12. 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


Categories:
Modules
Sales Sales Invoice
Inventory Aids Stock Transfer
Maintenance Maintenance | Item Master | Warehouse
Reports Module (Reports)
Reports Sales Reports
Sales Reports 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 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