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Difference between revisions of "Sales Transfer per Stock"

(Created page with "== Sales Transfer per Stock == ===== Exporting Sales Transfer per Stock ===== # Under the Main Menu, Click '''Reports'''center|624x624px<br /> # Under R...")
 
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== Sales Transfer per Stock ==
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<div style="text-align: center;">
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[[Sales Reports|Sales Reports List]] | [[Sales Transfer per Stock]]
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</div>
  
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===== Exporting Sales Transfer per Stock =====
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==Sales Transfer per Stock==
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[[File:Sales Reports - Sales Transfer per Stock - Record List.png|border|center|1500x1500px]]
  
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# Under the Main Menu, Click '''Reports'''[[File:Reports.png|center|624x624px]]<br />
 
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# Under Reports Menu, Click '''Sales Transfer per Stock''' under Sales Reports.[[File:Sales Transfer per Stock(Export) - Step 2.png|center|624x624px]]<br />
 
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# Under Sales Transfer per Stock, click the '''Export Button''' on the right side. Take note that you can filter the Date, Requesting Warehouse and Source Warehouse for precise exportation of records.[[File:Sales Transfer per Stock(Export) - Step 3.png|center|624x624px]]<br />
 
  
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===== Viewing Stock Transfers on Sales Transfer per Stock =====
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'''Sales Transfer per Stock''' refers to the list of Stock Transfer in a given period.
  
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# Under the Main Menu, Click '''Reports'''[[File:Reports.png|link=https://docs.oojeema.com/File:Reports.png|center|624x624px]]
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=====<span class="mw-headline" id="Requirements_before_using_Returns_per_Customer" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Report" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_AR_Detailed_Report" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Accounts_Receivable_Aging" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Quotation" style="box-sizing: inherit;">Requirements before using Sales Transfer per Stock</span></span></span></span></span>=====
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# Under Reports Menu, Click '''Sales Transfer''' per Stock under Sales Reports.[[File:Sales Transfer per Stock(Export) - Step 2.png|link=https://docs.oojeema.com/File:Sales%20Transfer%20per%20Stock(Export)%20-%20Step%202.png|center|624x624px]]
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# Under Sales Transfer per Stock, Check the Request No. Column, you will see the Stock Transfer Vouchers list per warehouse with links. Click on the Stock Transfer to redirect you to the detailed report of the Voucher.[[File:Stock Transfer per Stock(View) - Step 3.png|center|509x509px]][[File:Sales Transfer per Stock(View) - Step 3.1.png|center|268x268px]]<br />
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*The user should setup have the following records in order to proceed on using the <span>Sales Transfer per Stock</span>
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**[[Item Master]]
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**[[Warehouse]]
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**[[Stock Transfer]]
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{| class="wikitable"
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|+Sales Transfer per Stock terms in Oojeema System
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!Field
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!Description
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|-
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|1. '''Record Filter'''(Date Range, Requesting Warehouse, Source Warehouse, Items)
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|Set of filter options for precise searching of records
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*Date Range will be automatically set to Current month by default
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*Requesting Warehouse and Sales Warehouse will be automatically set to Filter: All by default
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*Items view list will be automatically set to 10 items per page.
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|-
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|2. '''Export'''
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|Allows the user to Export the report into spreadsheet
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|-
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|3. '''Print'''(Transfer Approve)
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|Print the Transfer Approve document for [[Stock Transfer]].
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*Clicking Print Menu will redirect the user to Transfer Details Approve of the specific Stock Transfer
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|-
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|4. '''Transaction Date'''
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|Reference No of the Approve Request of [[Stock Transfer]]
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|-
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|5. '''Transaction Date'''
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|Date when the [[Stock Transfer]] is requested
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|-
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|6. '''Requesting Warehouse'''
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|The warehouse requesting for [[Stock Transfer]]
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|-
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|7. '''Destination Warehouse'''
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|The warehouse that will provide the stocks.
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|-
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|8. '''Request No'''
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|Reference No of the Request [[Stock Transfer]]
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*Clicking the link will transfer the user to the Transfer Request details of the specific Stock Transfer
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|-
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|9. '''Item Code'''
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|Set of Item to be transfer to another Warehouse.
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|-
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|10. '''Item Description'''
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|Any remarks in the Items.
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|-
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|11. '''Unit of Measure(UOM)'''
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|Unit of measure of the items.
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|-
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|12. '''No of Items'''
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|Number of Items to be Transferred to another [[Warehouse]]
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|}
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Notes:
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*Warehouse status must be '''ACTIVE''' in order to view its records.
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**Warehouse status can be seen in [[Warehouse]] Maintenance Module
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=====<span class="mw-headline" id="Exporting_Sales_Transfer_per_Stock" style="box-sizing: inherit;">Exporting Sales Transfer per Stock</span>=====
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#Click [[Reports]] under Main Menu
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#Under Reports Menu, Click '''[[Sales Transfer per Stock]]''' under [[Sales Reports]].
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#Under Sales Transfer per Stock report, click the Export Button on the right side. Take note that the user can filter the date and the requesting and source warehouse for precise exportation of records
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[[File:Sales Reports - Sales Transfer per Stock - Export.png|border|center|1501x1501px]]
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<br />
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=====<span class="mw-headline" id="Viewing_Stock_Transfers_on_Sales_Transfer_per_Stock" style="box-sizing: inherit;">Viewing Stock Transfers on Sales Transfer per Stock</span>=====
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#Under the Main Menu, Click '''[[Reports]]'''
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#Under Reports Page, Click '''[[Sales Transfer per Stock|Sales Transfer]]''' per Stock under Sales Reports.
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#Under Sales Transfer per Stock report, click the Stock Transfer record link under Request No. Column to view the record’s details
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[[File:Sales Reports - Sales Transfer per Stock - View.png|border|center|2263x2263px]]
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<br />
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=====<span class="mw-headline ve-pasteProtect" id="Viewing_Stock_Transfers_on_Sales_Transfer_per_Stock" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Printing Approved Request Stock Transfers on Sales Transfer per Stock</span>=====
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#Click [[Reports]] under Main Menu
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#Under Reports Menu, Click '''[[Sales Transfer per Stock|Sales Transfer]]''' per Stock under Sales Reports.
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#Under Sales Transfer per Stock report, select a Approved Stock Transfer report that needs to view its details. Click the drop-down arrow then click Print
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[[File:Sales Reports - Sales Transfer per Stock - Print.png|border|center|2379x2379px]]
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<br />
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{| 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: 1em 0px; 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;"
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|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories:
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! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
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|-
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|Sales
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|[[Sales Invoice]]
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|-
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|Inventory
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|[[Stock Transfer]]
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|- style="height:25px;"
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| style="" |Maintenance
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| style="" |[[Maintenance]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Warehouse]]
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|- style="box-sizing: inherit;"
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module ([[Reports]])'''
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|- style="box-sizing: inherit;"
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| style="" |Reports
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| style="" |[[Sales Reports]]
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|- style="box-sizing: inherit;"
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| style="" |Sales Reports
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| 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]]
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|}
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[[Category:Inventory]]
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[[Category:Sales]]
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[[Category:Sales Reports]]

Latest revision as of 14:30, 7 April 2022

Sales Transfer per Stock

Sales Reports - Sales Transfer per Stock - Record List.png


Sales Transfer per Stock refers to the list of Stock Transfer in a given period.

Requirements before using Sales Transfer per Stock
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
Exporting Sales Transfer per Stock
  1. Click Reports under Main Menu
  2. Under Reports Menu, Click Sales Transfer per Stock under Sales Reports.
  3. Under Sales Transfer per Stock report, click the Export Button on the right side. Take note that the user can filter the date and the requesting and source warehouse for precise exportation of records
Sales Reports - Sales Transfer per Stock - Export.png


Viewing Stock Transfers on Sales Transfer per Stock
  1. Under the Main Menu, Click Reports
  2. Under Reports Page, Click Sales Transfer per Stock under Sales Reports.
  3. Under Sales Transfer per Stock report, click the Stock Transfer record link under Request No. Column to view the record’s details
Sales Reports - Sales Transfer per Stock - View.png


Printing Approved Request Stock Transfers on Sales Transfer per Stock
  1. Click Reports under Main Menu
  2. Under Reports Menu, Click Sales Transfer per Stock under Sales Reports.
  3. Under Sales Transfer per Stock report, select a Approved Stock Transfer report that needs to view its details. Click the drop-down arrow then click Print
Sales Reports - Sales Transfer per Stock - Print.png


Categories:
Modules
Sales Sales Invoice
Inventory 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
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