Stock Transfer

Inventory | Inventory Inquiry | Inventory Movement | Stock Transfer Aids

Stock Transfer

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
  1. Item Master
  2. Users
  3. Users Group
  4. Warehouse
• For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
  1. Item Master Aids
  2. Users Aids
  3. Users Group Aids
  4. Warehouse Aids

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.
  • 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 here

Edit Stock Transfer Request

File:Edit Stock Transfer Request.png

Edit 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.
  • 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 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

Releasing Stock Transfer Request

Releasing 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	•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	•Total Quantity of Items to be transferred	•Number
12.Transfer Qty	•Number of Items to be Transferred	•Number
13.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:

• 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.
  • 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 here

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