Difference between revisions of "Stock Transfer"

 
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<div style="text-align: center;">
 
<div style="text-align: center;">
[[Inventory]] | [[Inventory Movement]] | [[Stock Transfer Aids]]
+
[[Inventory]] | [[Inventory Inquiry]] | [[Inventory Movement]]
 
</div>
 
</div>
 
==Stock Transfer==
 
==Stock Transfer==
 
Allows the user to transfer the quantity or stock from a warehouse to another warehouse.
 
Allows the user to transfer the quantity or stock from a warehouse to another warehouse.
 +
=====Requirements before using Stock Transfer=====
 +
 +
*The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Stock Transfer]]
 +
*#[[Item Master]]
 +
*#[[Users]]
 +
*#[[Users Group]]
 +
*#[[Warehouse]]
 +
 +
=====Stock Transfer Request List=====
 +
[[File:Inventory - Stock Transfer - Record List.png|border|center|1500x1500px]]
 +
<br />
 +
{| 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
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Status
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Description
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''PARTIAL'''
 +
| style="" |If the stocks are partially transferred.
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''READY FOR CLOSING'''
 +
| style="" |If all stocks are transferred to the other [[Warehouse]]
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''REJECTED'''
 +
| style="" |If the approver disapprove the transfer request
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''PENDING'''
 +
| style="" |The request is waiting to be approved or rejected.
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''APPROVED'''
 +
| style="" |The stocks can be transferred to another warehouse.
 +
|-
 +
|'''CANCELLED'''
 +
|The transfer request is cancelled before approving.
 +
|}
  
=====Stock Transfer List=====
 
[[File:Stock Transfer Record List.png|center|thumb|Stock Transfer Record List]]
 
  
 
Notes:
 
Notes:
Line 12: Line 44:
 
*Approving and Reject Request must be enabled in the [[Users Group]] in order to proceed on approving the transfer request.
 
*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.
 
**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=====
 
=====Add Stock Transfer Request=====
[[File:Add Stock Transfer Request..png|center|thumb|950x950px|Add Stock Transfer Request]]
+
 
<br />
+
#Click [[Stock Transfer]] under Inventory Menu
{| class="wikitable"
+
#Under Stock Transfer Screen, Click Create Stock Transfer Request
!Field
+
#Fill out the necessary fields then click Save
!Description
+
#*Fields with * are require fields
!Expected Values
+
#*The Created Stock Transfer will be seen in the Transfer Request Section
 +
 
 +
[[File:Inventory - Stock Transfer - Add Request.png|border|center|1500x1500px]]
 +
 
 +
 
 +
{| class="wikitable" style="margin: auto;"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Inputs'''
 +
!'''Restricted Inputs'''
 +
!'''Character Limit'''
 +
!'''Required Field?'''
 
|-
 
|-
 
|1.Transaction #
 
|1.Transaction #
 
|•Transaction Number of the Stock Transfer Request
 
|•Transaction Number of the Stock Transfer Request
 
|•Alphanumeric(Auto-Generated)
 
|•Alphanumeric(Auto-Generated)
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 
|-
 
|-
 
|2.Request from [[Warehouse]]
 
|2.Request from [[Warehouse]]
 
|•The warehouse requested for Stock Transfer
 
|•The warehouse requested for Stock Transfer
 
|•Warehouse list provided in the Warehouse Maintenance Module
 
|•Warehouse list provided in the Warehouse Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|3.Destination [[Warehouse]]
 
|3.Destination [[Warehouse]]
 
|•The warehouse where the items will transfer
 
|•The warehouse where the items will transfer
 
|•Warehouse list provided in the Warehouse Maintenance Module
 
|•Warehouse list provided in the Warehouse Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|4.Prepared By
 
|4.Prepared By
 
|•The person who will be performing the stock transfer
 
|•The person who will be performing the stock transfer
 
|•Alphanumeric
 
|•Alphanumeric
 +
•Special Characters
 +
| style="vertical-align:middle;text-align:center;" |None
 +
| style="vertical-align:middle;text-align:center;" |50
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|5.Reference no.
 
|5.Reference no.
 
|•Reference Number for the Stock Transfer Transaction
 
|•Reference Number for the Stock Transfer Transaction
 
|•Alphanumeric
 
|•Alphanumeric
 +
•Special Characters
 +
| style="vertical-align:middle;text-align:center;" |None
 +
| style="vertical-align:middle;text-align:center;" |50
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|6.Transaction Date
 
|6.Transaction Date
 
|•Date where the stock transfer request was created
 
|•Date where the stock transfer request was created
|•Date
+
|•Date picker provided by system
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|7.Transfer Date
 
|7.Transfer Date
 
|•Date when the stock will be transferred to the designated warehouse
 
|•Date when the stock will be transferred to the designated warehouse
|•Date
+
|•Date picker provided by system
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|8.Note
 
|8.Note
 
|•Other remarks regarding the transaction
 
|•Other remarks regarding the transaction
 
|•Alphanumeric
 
|•Alphanumeric
 +
•Special Characters
 +
| style="vertical-align:middle;text-align:center;" |None
 +
| style="vertical-align:middle;text-align:center;" |300
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|9.[[Item Master|Item Code]]
 
|9.[[Item Master|Item Code]]
 
|•List of Items to be Transferred
 
|•List of Items to be Transferred
|•Item List provided in Item Master Maintenance Module
+
|•Item List provided in [[Item Master]] Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|10.On hand Qty
 
|10.On hand Qty
 
|•On Hand Quantity of the Item in the Warehouse
 
|•On Hand Quantity of the Item in the Warehouse
|•Number
+
|•Numeric
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 
|-
 
|-
 
|11.Request Qty
 
|11.Request Qty
 
|•Quantity of Items to be transferred
 
|•Quantity of Items to be transferred
|•Number
+
|•Numeric
 +
| style="vertical-align:middle;text-align:center;" |Any inputs except numeric
 +
Input should not exceed to On Hand Qty
 +
| style="vertical-align:middle;text-align:center;" |20
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|12.Unit of Measure(UOM)
 
|12.Unit of Measure(UOM)
 
|•Unit of Measure of the Item
 
|•Unit of Measure of the Item
 
|•Unit of Measure List assigned to the Item based from [[Item Master]] and [[Unit of Measure]] Maintenance Module
 
|•Unit of Measure List assigned to the Item based from [[Item Master]] and [[Unit of Measure]] Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 
|}
 
|}
 
Notes:
 
Notes:
Line 82: Line 158:
 
*Items status should be '''ACTIVE''' when creating or editing a Stock Transfer.  
 
*Items status should be '''ACTIVE''' when creating or editing a Stock Transfer.  
 
**This can be seen in [[Item Master]] Maintenance Module.
 
**This can be seen in [[Item Master]] Maintenance Module.
*For further detailed instructions on how to create a Stock Transfer, you can go to Stock Transfer Job Aids which can be found [[Stock Transfer Aids|here]]
 
  
 +
=====View Stock Transfer Request=====
 +
 +
#Click [[Stock Transfer]] under Inventory Menu
 +
#Under Transfer Request Tab in Stock Transfer, Select a transfer request that needs to view its details, click the drop-down arrow then click View
 +
#The user has an option to Edit, Approve or Reject the Stock Transfer Request Record upon viewing it
 +
 +
[[File:Inventory - Stock Transfer - View Request.png|border|center|1500x1500px]]
 +
<br />
 
=====Edit Stock Transfer Request=====
 
=====Edit Stock Transfer Request=====
[[File:Edit Stock Transfer Request.png|center|thumb|900x900px|Edit Stock Transfer Request]]
+
 
{| class="wikitable"
+
#Click [[Stock Transfer]] under Inventory Menu
!Field
+
#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
!Description
+
#Update the necessary fields then click '''Save'''
!Expected Values
+
 
 +
[[File:Inventory - Stock Transfer - Edit Request.png|border|center|1500x1500px]]
 +
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Inputs'''
 +
!'''Restricted Inputs'''
 +
!'''Character Limit'''
 +
!'''Required Field?'''
 
|-
 
|-
 
|1.Transaction #
 
|1.Transaction #
 
|•Transaction Number of the Stock Transfer Request
 
|•Transaction Number of the Stock Transfer Request
 
|•Alphanumeric(Auto-Generated)
 
|•Alphanumeric(Auto-Generated)
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 
|-
 
|-
 
|2.Request from [[Warehouse]]
 
|2.Request from [[Warehouse]]
 
|•The warehouse requested for Stock Transfer
 
|•The warehouse requested for Stock Transfer
 
|•Warehouse list provided in the Warehouse Maintenance Module
 
|•Warehouse list provided in the Warehouse Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|3.Destination [[Warehouse]]
 
|3.Destination [[Warehouse]]
 
|•The warehouse where the items will transfer
 
|•The warehouse where the items will transfer
 
|•Warehouse list provided in the Warehouse Maintenance Module
 
|•Warehouse list provided in the Warehouse Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|4.Prepared By
 
|4.Prepared By
 
|•The person who will be performing the stock transfer
 
|•The person who will be performing the stock transfer
 
|•Alphanumeric
 
|•Alphanumeric
 +
•Special Characters
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |50
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|5.Reference no.
 
|5.Reference no.
 
|•Reference Number for the Stock Transfer Transaction
 
|•Reference Number for the Stock Transfer Transaction
 
|•Alphanumeric
 
|•Alphanumeric
 +
•Special Characters
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |50
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
 
|6.Transaction Date
 
|6.Transaction Date
 
|•Date where the stock transfer request was created
 
|•Date where the stock transfer request was created
|•Date
+
|•Date picker provided by system
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|7.Transfer Date
 
|7.Transfer Date
 
|•Date when the stock will be transferred to the designated warehouse
 
|•Date when the stock will be transferred to the designated warehouse
|•Date
+
|•Date picker provided by system
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|8.Note
 
|8.Note
 
|•Other remarks regarding the transaction
 
|•Other remarks regarding the transaction
 
|•Alphanumeric
 
|•Alphanumeric
 +
•Special Characters
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |300
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
 
|9.[[Item Master|Item Code]]
 
|9.[[Item Master|Item Code]]
 
|•List of Items to be Transferred
 
|•List of Items to be Transferred
|•Item List provided in Item Master Maintenance Module
+
|•Item List provided in [[Item Master]] Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|10.On hand Qty
 
|10.On hand Qty
 
|•On Hand Quantity of the Item in the Warehouse
 
|•On Hand Quantity of the Item in the Warehouse
|•Number
+
|•Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 
|-
 
|-
 
|11.Request Qty
 
|11.Request Qty
 
|•Quantity of Items to be transferred
 
|•Quantity of Items to be transferred
|•Number
+
|•Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numeric
 +
Input should not exceed to On Hand Qty
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |20
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|12.Unit of Measure(UOM)
 
|12.Unit of Measure(UOM)
 
|•Unit of Measure of the Item
 
|•Unit of Measure of the Item
 
|•Unit of Measure List assigned to the Item based from [[Item Master]] and [[Unit of Measure]] Maintenance Module
 
|•Unit of Measure List assigned to the Item based from [[Item Master]] and [[Unit of Measure]] Maintenance Module
|}Notes:
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
|}<br />
 +
 
 +
Notes:
  
 
*Warehouse status should be '''ACTIVE''' when creating or editing a Stock Transfer.
 
*Warehouse status should be '''ACTIVE''' when creating or editing a Stock Transfer.
Line 144: Line 277:
 
*Items status should be '''ACTIVE''' when creating or editing a Stock Transfer.
 
*Items status should be '''ACTIVE''' when creating or editing a Stock Transfer.
 
**This can be seen in [[Item Master]] Maintenance Module.
 
**This can be seen in [[Item Master]] Maintenance Module.
*For further detailed instructions on how to edit a Stock Transfer, you can go to Stock Transfer Job Aids which can be found [[Stock Transfer Aids|here]]
 
  
 +
=====Printing Stock Transfer Request=====
 +
 +
#Click [[Stock Transfer]] under Inventory Menu
 +
#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]]
 +
<br />
 +
 +
=====Cancelling Stock Transfer Request=====
 +
 +
#Go to Inventory then Click [[Stock Transfer]]
 +
#Under Stock Transfer Screen, Select a Stock Transfer Request that needs to be cancelled, click the drop-down arrow then click Cancel
 +
#Click Yes on the Confirmation to complete the cancellation process
 +
 +
[[File:Inventory - Stock Transfer - Cancel Request.png|border|center|1500x1500px]]
 +
<br />
 +
=====<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>=====
 +
 +
#Click [[Stock Transfer]] under Inventory Menu
 +
#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 to proceed on Accept/Reject process
 +
 +
[[File:INventory - Stock Transfer - Approve-Reject Request.png|border|center|1500x1500px]]
 +
<br />
 
=====Stock Transfer Record Option=====
 
=====Stock Transfer Record Option=====
[[File:Stock Transfer Record Option.png|center|thumb|Stock Transfer Record Option]]Notes:
+
{| 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;" |Actions Available base from Sales Stock Transfer Status
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Status
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |View
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Print
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Approve
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Reject
 +
!Transfer Stocks
 +
!Close Request
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''PARTIAL'''
 +
| 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;" |☑
 +
| style="vertical-align:middle;text-align:center;" |
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''READY FOR CLOSING'''
 +
| 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;" |
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''REJECTED'''
 +
| 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;" |
 +
| style="vertical-align:middle;text-align:center;" |
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''PENDING'''
 +
| 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;" |
 +
| style="vertical-align:middle;text-align:center;" |
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''APPROVED'''
 +
| 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;" |☑
 +
| style="vertical-align:middle;text-align:center;" |
 +
|-
 +
|'''CANCELLED'''
 +
| 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;" |
 +
| style="vertical-align:middle;text-align:center;" |
 +
|}
 +
Notes:
  
 
*Transfer Stocks option will be available if the approver approves the Stock Transfer Request.
 
*Transfer Stocks option will be available if the approver approves the Stock Transfer Request.
*For further detailed instructions on how to view, print or close request a Stock Transfer, you can go to Stock Transfer Job Aids which can be found [[Stock Transfer Aids]]
 
  
=====Stock Transfer View Record=====
+
=====Viewing Stock Transfer Transmittal Record=====
[[File:Stock Transfer View Record.png|center|thumb|Stock Transfer View Record]]
 
  
=====Stock Transfer Transmittal List=====
+
#Click Stock Transfer under Inventory Menu
[[File:Stock Transfer Transmittal Record List.png|center|thumb|Stock Transfer Transmittal Record List]]Notes:
+
#Under Stock Transfer Transmittal Tab in Stock Transfer, Select a transmittal record that needs to view its details, click the drop-down arrow then click View
 +
#The user has an option to edit the Transmittal Record upon viewing it
  
*For further detailed instructions on how to view, and print a Stock Transfer Transmittal, you can go to Stock Transfer Job Aids which can be found [[Stock Transfer Aids|here]]
+
[[File:Inventory - Stock Transfer - View Transmittal.png|border|center|1500x1500px]]
 +
<br />
 +
=====Editing Stock Transfer Transmittal Record=====
 +
 
 +
#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
 +
#Update the necessary fields then click Save
 +
 
 +
[[File:Inventory - Stock Transfer - Edit Transmittal.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
=====Printing Stock Transfer Transmittal Record=====
 +
 
 +
#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
 +
 
 +
[[File:Inventory - Stock Transfer - Print Transmittal.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
=====Cancelling Stock Transfer Transmittal Record=====
 +
 
 +
#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
 +
#Click Yes on the confirmation to proceed on the cancellation process
 +
 
 +
[[File:Inventory - Stock Transfer - Cancel Transmittal.png|border|center|1500x1500px]]
 +
 
 +
 
 +
Notes:
 +
 
 +
*Cancelling the Stock Transmittal Record will revert the status of Stock Transfer Request to Approved
  
 
=====Releasing Stock Transfer Request=====
 
=====Releasing Stock Transfer Request=====
[[File:Releasing Stock Transfer Request.png|center|900x900px|Releasing Stock Transfer Request]]
+
 
{| class="wikitable"
+
#Click [[Stock Transfer]] under Inventory Menu
!Field
+
#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
!Description
+
#Fill up the necessary fields then Click '''Save'''
!Expected Values
+
 
 +
[[File:Inventory - Stock Transfer - Transfer Stocks.png|border|center|1500x1500px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Inputs'''
 +
!'''Restricted Inputs'''
 +
!'''Character Limit'''
 +
!'''Required Field?'''
 
|-
 
|-
 
|1.Transaction #
 
|1.Transaction #
 
|•Transaction Number of the Stock Transfer Request
 
|•Transaction Number of the Stock Transfer Request
 
|•Alphanumeric(Auto-Generated)
 
|•Alphanumeric(Auto-Generated)
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 
|-
 
|-
 
|2.Request from [[Warehouse]]
 
|2.Request from [[Warehouse]]
 
|•The warehouse requested for Stock Transfer
 
|•The warehouse requested for Stock Transfer
 
|•Warehouse list provided in the Warehouse Maintenance Module
 
|•Warehouse list provided in the Warehouse Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 
|-
 
|-
 
|3.Destination [[Warehouse]]
 
|3.Destination [[Warehouse]]
 
|•The warehouse where the items will transfer
 
|•The warehouse where the items will transfer
 
|•Warehouse list provided in the Warehouse Maintenance Module
 
|•Warehouse list provided in the Warehouse Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 
|-
 
|-
|4.Prepared By
+
|4.Released By
|•The person who will be performing the stock transfer
+
|•The person who will be releasing the stock transfer
 
|•Alphanumeric
 
|•Alphanumeric
 +
•Special Characters
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |50
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|5.Reference no.
 
|5.Reference no.
 
|•Reference Number for the Stock Transfer Transaction
 
|•Reference Number for the Stock Transfer Transaction
 
|•Alphanumeric
 
|•Alphanumeric
 +
•Special Characters
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |50
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
 
|6.Transaction Date
 
|6.Transaction Date
 
|•Date where the stock transfer request was created
 
|•Date where the stock transfer request was created
|•Date
+
|•Date picker provided by system
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|7.Transfer Date
 
|7.Transfer Date
 
|•Date when the stock will be transferred to the designated warehouse
 
|•Date when the stock will be transferred to the designated warehouse
|•Date
+
|•Date picker provided by system
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|8.Note
 
|8.Note
 
|•Other remarks regarding the transaction
 
|•Other remarks regarding the transaction
 
|•Alphanumeric
 
|•Alphanumeric
 +
•Special Characters
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |300
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
|9.Item
+
|9.[[Item Master|Item Code]]
 
|•List of Items to be Transferred
 
|•List of Items to be Transferred
|•Item List provided in Item Master Maintenance Module
+
|•Item List provided in [[Item Master]] Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|10.On hand Qty
 
|10.On hand Qty
 
|•On Hand Quantity of the Item in the Warehouse
 
|•On Hand Quantity of the Item in the Warehouse
|•Number
+
|•Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 
|-
 
|-
 
|11.Request Qty
 
|11.Request Qty
|•Total Quantity of Items to be transferred
+
|•Quantity of Items to be transferred
|•Number
+
|•Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numeric
 +
Input should not exceed to On Hand Qty
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |20
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
|12.Transfer Qty
+
|12.Unit of Measure(UOM)
|•Number of Items to be Transferred
 
|•Number
 
|-
 
|13.Unit of Measure(UOM)
 
 
|•Unit of Measure of the Item
 
|•Unit of Measure of the Item
 
|•Unit of Measure List assigned to the Item based from [[Item Master]] and [[Unit of Measure]] Maintenance Module
 
|•Unit of Measure List assigned to the Item based from [[Item Master]] and [[Unit of Measure]] Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 
|}Notes:
 
|}Notes:
  
Line 225: Line 513:
 
*Items status should be '''ACTIVE''' when creating or editing a Stock Transfer.
 
*Items status should be '''ACTIVE''' when creating or editing a Stock Transfer.
 
**This can be seen in [[Item Master]] Maintenance Module.
 
**This can be seen in [[Item Master]] Maintenance Module.
*For further detailed instructions on how to Release a Stock Transfer Request, you can go to Stock Transfer Job Aids which can be found [[Stock Transfer Aids|here]]
 
  
=====Stock Transfer Transmittal View Record=====
+
=====Closing Request=====
[[File:Stock Transfer Transmittal View Record.png|center|thumb|Stock Transfer Transmittal View Record]]Notes:
 
  
*For further detailed instructions on how to view a Stock Transfer Transmittal, you can go to Stock Transfer Job Aids which can be found [[Stock Transfer Aids|here]]
+
#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
  
=====Stock Transfer Transmittal Options=====
+
[[File:Inventory - Stock Transfer - Close Request.png|border|center|1500x1500px]]
[[File:Stock Transfer Transmittal Record Option.png|center|thumb|Stock Transfer Transmittal Record Option]]Notes:
 
  
*For further detailed instructions on how to view, edit, print and cancel a Stock Transfer Transmittal, you can go to Stock Transfer Job Aids which can be found [[Stock Transfer Aids|here]]
 
  
{| class="wikitable"
+
=====Stock Transfer Transmittal Options=====
 +
{| 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;" data-ve-attributes="{&quot;style&quot;:&quot;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;&quot;}"
 +
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;&quot;}" |Actions Available base from Sales Stock Transfer Status
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;background-color:rgb(234, 236, 240);text-align:center;&quot;}" |Status
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;background-color:rgb(234, 236, 240);text-align:center;&quot;}" |View
 +
!Edit
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;background-color:rgb(234, 236, 240);text-align:center;&quot;}" |Print
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;background-color:rgb(234, 236, 240);text-align:center;&quot;}" |Cancel
 +
|- style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"
 +
| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |TRANSFERRED
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
 +
|-
 +
|'''CANCELLED'''
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
 +
| style="vertical-align:middle;text-align:center;" |
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |
 +
|}
 +
<br />
 +
{| class="wikitable" style="margin: auto;"
 
|+Categories:
 
|+Categories:
 
! colspan="2" |'''Modules'''
 
! colspan="2" |'''Modules'''
Line 245: Line 553:
 
|-
 
|-
 
|Maintenance
 
|Maintenance
|[[Warehouse]]<nowiki> | </nowiki>[[Item Master]]<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]]
 
|-
 
|Maintenance Aids
 
|[[Warehouse Aids]]<nowiki> | </nowiki>[[Item Master Aids]]<nowiki> | </nowiki>[[Users Group Aids]]
 
 
|}
 
|}
 +
[[Category:Inventory]]

Latest revision as of 11:48, 20 April 2022

Stock Transfer

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

Requirements before using Stock Transfer
Stock Transfer Request List
Inventory - Stock Transfer - Record List.png


Stock Transfer Record Status
Status Description
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.


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.
Add Stock Transfer Request
  1. Click Stock Transfer under Inventory Menu
  2. Under Stock Transfer Screen, Click Create Stock Transfer Request
  3. Fill out the necessary fields then click Save
    • Fields with * are require fields
    • The Created Stock Transfer will be seen in the Transfer Request Section
Inventory - Stock Transfer - Add Request.png


Field Description Allowed Inputs Restricted Inputs Character Limit Required Field?
1.Transaction # •Transaction Number of the Stock Transfer Request •Alphanumeric(Auto-Generated) N/A N/A N/A
2.Request from Warehouse •The warehouse requested for Stock Transfer •Warehouse list provided in the Warehouse Maintenance Module N/A N/A Yes
3.Destination Warehouse •The warehouse where the items will transfer •Warehouse list provided in the Warehouse Maintenance Module N/A N/A Yes
4.Prepared By •The person who will be performing the stock transfer •Alphanumeric

•Special Characters

None 50 Yes
5.Reference no. •Reference Number for the Stock Transfer Transaction •Alphanumeric

•Special Characters

None 50 No
6.Transaction Date •Date where the stock transfer request was created •Date picker provided by system N/A N/A Yes
7.Transfer Date •Date when the stock will be transferred to the designated warehouse •Date picker provided by system N/A N/A Yes
8.Note •Other remarks regarding the transaction •Alphanumeric

•Special Characters

None 300 No
9.Item Code •List of Items to be Transferred •Item List provided in Item Master Maintenance Module N/A N/A Yes
10.On hand Qty •On Hand Quantity of the Item in the Warehouse •Numeric N/A N/A N/A
11.Request Qty •Quantity of Items to be transferred •Numeric Any inputs except numeric

Input should not exceed to On Hand Qty

20 Yes
12.Unit of Measure(UOM) •Unit of Measure of the Item •Unit of Measure List assigned to the Item based from Item Master and Unit of Measure Maintenance Module N/A N/A N/A

Notes:

  • Warehouse status should be ACTIVE when creating or editing a Stock Transfer.
    • This can be seen in Warehouse Maintenance Module.
  • Items status should be ACTIVE when creating or editing a Stock Transfer.
View Stock Transfer Request
  1. Click Stock Transfer under Inventory Menu
  2. Under Transfer Request Tab in Stock Transfer, Select a transfer request that needs to view its details, click the drop-down arrow then click View
  3. The user has an option to Edit, Approve or Reject the Stock Transfer Request Record upon viewing it
Inventory - Stock Transfer - View Request.png


Edit Stock Transfer Request
  1. Click Stock Transfer under Inventory Menu
  2. 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
  3. Update the necessary fields then click Save
Inventory - Stock Transfer - Edit Request.png
Field Description Allowed Inputs Restricted Inputs Character Limit Required Field?
1.Transaction # •Transaction Number of the Stock Transfer Request •Alphanumeric(Auto-Generated) N/A N/A N/A
2.Request from Warehouse •The warehouse requested for Stock Transfer •Warehouse list provided in the Warehouse Maintenance Module N/A N/A Yes
3.Destination Warehouse •The warehouse where the items will transfer •Warehouse list provided in the Warehouse Maintenance Module N/A N/A Yes
4.Prepared By •The person who will be performing the stock transfer •Alphanumeric

•Special Characters

None 50 Yes
5.Reference no. •Reference Number for the Stock Transfer Transaction •Alphanumeric

•Special Characters

None 50 No
6.Transaction Date •Date where the stock transfer request was created •Date picker provided by system N/A N/A Yes
7.Transfer Date •Date when the stock will be transferred to the designated warehouse •Date picker provided by system N/A N/A Yes
8.Note •Other remarks regarding the transaction •Alphanumeric

•Special Characters

None 300 No
9.Item Code •List of Items to be Transferred •Item List provided in Item Master Maintenance Module N/A N/A Yes
10.On hand Qty •On Hand Quantity of the Item in the Warehouse •Numeric N/A N/A N/A
11.Request Qty •Quantity of Items to be transferred •Numeric Any inputs except numeric

Input should not exceed to On Hand Qty

20 Yes
12.Unit of Measure(UOM) •Unit of Measure of the Item •Unit of Measure List assigned to the Item based from Item Master and Unit of Measure Maintenance Module N/A N/A N/A


Notes:

  • Warehouse status should be ACTIVE when creating or editing a Stock Transfer.
    • This can be seen in Warehouse Maintenance Module.
  • Items status should be ACTIVE when creating or editing a Stock Transfer.
Printing Stock Transfer Request
  1. Click Stock Transfer under Inventory Menu
  2. 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
Inventory - Stock Transfer - Print Request.png


Cancelling Stock Transfer Request
  1. Go to Inventory then Click Stock Transfer
  2. Under Stock Transfer Screen, Select a Stock Transfer Request that needs to be cancelled, click the drop-down arrow then click Cancel
  3. Click Yes on the Confirmation to complete the cancellation process
Inventory - Stock Transfer - Cancel Request.png


Approving/Rejecting Stock Transfer Request
  1. Click Stock Transfer under Inventory Menu
  2. 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
  3. Click Yes on the Confirmation notice to proceed on Accept/Reject process
INventory - Stock Transfer - Approve-Reject Request.png


Stock Transfer Record Option
Actions Available base from Sales Stock Transfer Status
Status View Print Approve Reject Transfer Stocks Close Request
PARTIAL
READY FOR CLOSING
REJECTED
PENDING
APPROVED
CANCELLED

Notes:

  • Transfer Stocks option will be available if the approver approves the Stock Transfer Request.
Viewing Stock Transfer Transmittal Record
  1. Click Stock Transfer under Inventory Menu
  2. Under Stock Transfer Transmittal Tab in Stock Transfer, Select a transmittal record that needs to view its details, click the drop-down arrow then click View
  3. The user has an option to edit the Transmittal Record upon viewing it
Inventory - Stock Transfer - View Transmittal.png


Editing Stock Transfer Transmittal Record
  1. Click Stock Transfer under Inventory Menu
  2. 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
  3. Update the necessary fields then click Save
Inventory - Stock Transfer - Edit Transmittal.png


Printing Stock Transfer Transmittal Record
  1. Click Stock Transfer under Inventory Menu
  2. 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
Inventory - Stock Transfer - Print Transmittal.png


Cancelling Stock Transfer Transmittal Record
  1. Click Stock Transfer under Inventory Menu
  2. Under Stock Transfer Transmittal Tab in Stock Transfer, Select a transmittal record that needs to cancel, click the drop-down arrow then click Cancel
  3. Click Yes on the confirmation to proceed on the cancellation process
Inventory - Stock Transfer - Cancel Transmittal.png


Notes:

  • Cancelling the Stock Transmittal Record will revert the status of Stock Transfer Request to Approved
Releasing Stock Transfer Request
  1. Click Stock Transfer under Inventory Menu
  2. 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
  3. Fill up the necessary fields then Click Save
Inventory - Stock Transfer - Transfer Stocks.png


Field Description Allowed Inputs Restricted Inputs Character Limit Required Field?
1.Transaction # •Transaction Number of the Stock Transfer Request •Alphanumeric(Auto-Generated) N/A N/A N/A
2.Request from Warehouse •The warehouse requested for Stock Transfer •Warehouse list provided in the Warehouse Maintenance Module N/A N/A N/A
3.Destination Warehouse •The warehouse where the items will transfer •Warehouse list provided in the Warehouse Maintenance Module N/A N/A N/A
4.Released By •The person who will be releasing the stock transfer •Alphanumeric

•Special Characters

None 50 Yes
5.Reference no. •Reference Number for the Stock Transfer Transaction •Alphanumeric

•Special Characters

None 50 No
6.Transaction Date •Date where the stock transfer request was created •Date picker provided by system N/A N/A Yes
7.Transfer Date •Date when the stock will be transferred to the designated warehouse •Date picker provided by system N/A N/A Yes
8.Note •Other remarks regarding the transaction •Alphanumeric

•Special Characters

None 300 No
9.Item Code •List of Items to be Transferred •Item List provided in Item Master Maintenance Module N/A N/A Yes
10.On hand Qty •On Hand Quantity of the Item in the Warehouse •Numeric N/A N/A N/A
11.Request Qty •Quantity of Items to be transferred •Numeric Any inputs except numeric

Input should not exceed to On Hand Qty

20 Yes
12.Unit of Measure(UOM) •Unit of Measure of the Item •Unit of Measure List assigned to the Item based from Item Master and Unit of Measure Maintenance Module N/A N/A N/A

Notes:

  • The status of the Request will become PARTIAL when the transfer stock is not equal to Request Qty.
  • Warehouse status should be ACTIVE when creating or editing a Stock Transfer.
    • This can be seen in Warehouse Maintenance Module.
  • Items status should be ACTIVE when creating or editing a Stock Transfer.
Closing Request
  1. Click Stock Transfer under Inventory Menu
  2. 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
  3. Click Yes on the confirmation to proceed on the closing process
Inventory - Stock Transfer - Close Request.png


Stock Transfer Transmittal Options
Actions Available base from Sales Stock Transfer Status
Status View Edit Print Cancel
TRANSFERRED
CANCELLED


Categories:
Modules
Inventory Inventory | Stock Transfer | Inventory Movement
Maintenance Warehouse | Inventory Inquiry | Item Master | Unit of Measure | Users Group