Discussion

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]]
 
[[Inventory]] | [[Inventory Movement]] | [[Stock Transfer]]
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</div><br />
+
</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.
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=====Add Stock Transfer Request=====
 
=====Add Stock Transfer Request=====
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[[File:Add Stock Transfer Request.png|center|thumb|868x868px|Add Stock Transfer Request]]
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[[File:Add Stock Transfer Request..png|center|thumb|950x950px|Add Stock Transfer Request]]
 +
<br />
 
{| class="wikitable"
 
{| class="wikitable"
 
!Field
 
!Field
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!Expected Values
 
!Expected Values
 
|-
 
|-
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|1.Request from [[Warehouse]]
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|1.Transaction #
 +
|•Transaction Number of the Stock Transfer Request
 +
|•Alphanumeric(Auto-Generated)
 +
|-
 +
|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
 
|-
 
|-
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|2.Destination [[Warehouse]]
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|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
 
|-
 
|-
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|3.Prepared By
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|4.Prepared By
 
|•The person who will be performing the stock transfer
 
|•The person who will be performing the stock transfer
 
|•Alphanumeric
 
|•Alphanumeric
 
|-
 
|-
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|4.Reference no.
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|5.Reference no.
 
|•Reference Number for the Stock Transfer Transaction
 
|•Reference Number for the Stock Transfer Transaction
 
|•Alphanumeric
 
|•Alphanumeric
 
|-
 
|-
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|5.Transaction Date
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|6.Transaction Date
 
|•Date where the stock transfer request was created
 
|•Date where the stock transfer request was created
 
|•Date
 
|•Date
 
|-
 
|-
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|6.Transfer Date
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|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
 
|-
 
|-
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|7.Note
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|8.Note
 
|•Other remarks regarding the transaction
 
|•Other remarks regarding the transaction
 
|•Alphanumeric
 
|•Alphanumeric
 
|-
 
|-
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|8.[[Item Master|Item Code]]
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|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
 
|-
 
|-
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|9.Request Qty
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|10.On hand Qty
 +
|•On Hand Quantity of the Item in the Warehouse
 +
|•Number
 +
|-
 +
|11.Request Qty
 
|•Quantity of Items to be transferred
 
|•Quantity of Items to be transferred
 
|•Number
 
|•Number
 +
|-
 +
|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
 
|}
 
|}
 
Notes:
 
Notes:
  
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* Warehouse status should be '''ACTIVE''' when creating or editing a Stock Transfer.  
+
*Warehouse status should be '''ACTIVE''' when creating or editing a Stock Transfer.  
−
** This can be seen in [[Warehouse]] Maintenance Module.
+
**This can be seen in [[Warehouse]] Maintenance Module.
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* 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]]
+
*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]]
  
 
=====Stock Transfer Record Option=====
 
=====Stock Transfer Record Option=====
 
[[File:Stock Transfer Record Option.png|center|thumb|Stock Transfer Record Option]]Notes:
 
[[File:Stock Transfer Record Option.png|center|thumb|Stock Transfer Record Option]]Notes:
  
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* 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]]
+
*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=====
 
=====Stock Transfer View Record=====
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[[File:Stock Transfer Transmittal Record List.png|center|thumb|Stock Transfer Transmittal Record List]]Notes:
 
[[File:Stock Transfer Transmittal Record List.png|center|thumb|Stock Transfer Transmittal Record List]]Notes:
  
−
* 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]]
+
*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]]
  
 
=====Edit Stock Transfer Transmittal=====
 
=====Edit Stock Transfer Transmittal=====
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[[File:Stock Transfer Transmittal View Record.png|center|thumb|Stock Transfer Transmittal View Record]]Notes:
 
[[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]]
+
*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]]
  
 
<br />
 
<br />
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[[File:Stock Transfer Transmittal Record Option.png|center|thumb|Stock Transfer Transmittal Record Option]]Notes:
 
[[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]]
+
*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"
 
{| class="wikitable"

Revision as of 12:09, 8 April 2021

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.Transaction # •Transaction Number of the Stock Transfer Request •Alphanumeric(Auto-Generated)
2.Request from Warehouse •The warehouse requested for Stock Transfer •Warehouse list provided in the Warehouse Maintenance Module
3.Destination Warehouse •The warehouse where the items will transfer •Warehouse list provided in the Warehouse Maintenance Module
4.Prepared By •The person who will be performing the stock transfer •Alphanumeric
5.Reference no. •Reference Number for the Stock Transfer Transaction •Alphanumeric
6.Transaction Date •Date where the stock transfer request was created •Date
7.Transfer Date •Date when the stock will be transferred to the designated warehouse •Date
8.Note •Other remarks regarding the transaction •Alphanumeric
9.Item Code •List of Items to be Transferred •Item List provided in Item Master Maintenance Module
10.On hand Qty •On Hand Quantity of the Item in the Warehouse •Number
11.Request Qty •Quantity of Items to be transferred •Number
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

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.
  • For further detailed instructions on how to create a Stock Transfer, you can go to Stock Transfer Job Aids which can be found here
Stock Transfer Record Option
File:Stock Transfer Record Option.png
Stock Transfer Record Option

Notes:

  • 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
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

Notes:

  • 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 here
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

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 here


Stock Transfer Transmittal Options
File:Stock Transfer Transmittal Record Option.png
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 here
Categories:
Modules
Inventory Inventory | Stock Transfer | Inventory Movement
Maintenance Warehouse | Item Master | Users Group
Job Aid Modules
Inventory Aids Stock Transfer Aids | Inventory Movement Aids
Maintenance Aids Warehouse Aids | Item Master Aids | Users Group Aids
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