Difference between revisions of "Stock Transfer"

(Created page with " '''Stock Transfer''' Allows the user to transfer the quantity or stock from a warehouse to another warehouse. '''Stock Transfer List''' File:Stock Transfer Record List.p...")
 
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'''Stock Transfer'''
 
'''Stock Transfer'''
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'''Stock Transfer List'''
 
'''Stock Transfer List'''
 
[[File:Stock Transfer Record List.png|center|thumb|Stock Transfer Record List]]
 
[[File:Stock Transfer Record List.png|center|thumb|Stock Transfer Record List]]
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Notes:
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* Approving and Reject Request must be enabled in the Users Group in order to proceed on approving the transfer request.
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** Kindly ask for the user's superior to approve or reject the stock transfer requests.
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* Stocks Request will change its status depending on the conditions:
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** Partial: If the stocks are partially transferred.
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** Ready for Closing: If all stocks are transferred to the other warehouse
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** Rejected: If the approver disapprove the transfer request
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** Pending: The request is waiting to be approved or rejected.
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** Approved: the stocks can be transferred to another warehouse.
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** Cancelled: The transfer request is cancelled before approving.
  
  

Revision as of 12:11, 21 October 2020

Stock Transfer

Allows the user to transfer the quantity or stock from a warehouse to another warehouse.

Stock Transfer List

File:Stock Transfer Record List.png
Stock Transfer Record List

Notes:

  • Approving and Reject Request must be enabled in the Users Group in order to proceed on approving the transfer request.
    • Kindly ask for the user's superior to approve or reject the stock transfer requests.
  • Stocks Request will change its status depending on the conditions:
    • Partial: If the stocks are partially transferred.
    • Ready for Closing: If all stocks are transferred to the other warehouse
    • Rejected: If the approver disapprove the transfer request
    • Pending: The request is waiting to be approved or rejected.
    • Approved: the stocks can be transferred to another warehouse.
    • Cancelled: The transfer request is cancelled before approving.


Add Stock Transfer Request

File:Add Stock Transfer Request.png
Add Stock Transfer Request
Field Description Expected Values
1.Request from Warehouse •The warehouse requested for Stock Transfer •Warehouse list provided in the Warehouse Maintenance Module
2.Destination Warehouse •The warehouse where the items will transfer •Warehouse list provided in the Warehouse Maintenance Module
3.Prepared By •The person who will be performing the stock transfer •Alphanumeric
4.Reference no. •Reference Number for the Stock Transfer Transaction •Alphanumeric
5.Transaction Date •Date where the stock transfer request was created •Date
6.Transfer Date •Date when the stock will be transferred to the designated warehouse •Date
7.Note •Other remarks regarding the transaction •Alphanumeric
8.Item Code •List of Items to be Transferred •Item List provided in Item Master Maintenance Module
9.Request Qty •Quantity of Items to be transferred •Number

Stock Transfer Record Option

File:Stock Transfer Record Option.png
Stock Transfer Record Option


Stock Transfer View Record

File:Stock Transfer View Record.png
Stock Transfer View Record


Stock Transfer Transmittal List

File:Stock Transfer Transmittal Record List.png
Stock Transfer Transmittal Record List


Edit Stock Transfer Transmittal

File:Editing Stock Transfer Transmittal.png
Editing Stock Transfer Transmittal
Field Description Expected Values
1.Released By •The person who will be releasing the stock transfer •Text
2.Reference No •Reference number for the Stock Transfer •Alphanumeric
3.Transaction Date •Date when the transaction is created •Date
4.Transfer Date •Date when the stocks will be transferred •Date
5.Notes •Other Remarks with regards to the Transaction •Alphanumeric
6.Item Code •List of items to be transferred •Tick/Untick
7.Transfer Quantity •Quantity of items to be transferred •Amount/Number

Stock Transfer Transmittal View Record

File:Stock Transfer Transmittal View Record.png
Stock Transfer Transmittal View Record


Stock Transfer Transmittal Options

File:Stock Transfer Transmittal Record Option.png
Stock Transfer Transmittal Record Option