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Difference between revisions of "Sales Transfer per Stock"
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==Sales Transfer per Stock== | ==Sales Transfer per Stock== | ||
'''Sales Transfer per Stock''' refers to the list of Stock Transfer in a given period. | '''Sales Transfer per Stock''' refers to the list of Stock Transfer in a given period. | ||
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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> ===== | ||
| + | |||
| + | * The user should setup have the following records in order to proceed on using the <span>Sales Transfer per Stock</span> | ||
| + | ** [[Item Master]] | ||
| + | ** [[Warehouse]] | ||
| + | ** [[Sales Return]] | ||
| + | ** [[Stock Transfer]] | ||
| + | |||
{| class="wikitable" | {| class="wikitable" | ||
|+Sales Transfer per Stock terms in Oojeema System | |+Sales Transfer per Stock terms in Oojeema System | ||
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*Warehouse status must be '''ACTIVE''' in order to view its records. | *Warehouse status must be '''ACTIVE''' in order to view its records. | ||
**Warehouse status can be seen in [[Warehouse]] Maintenance Module | **Warehouse status can be seen in [[Warehouse]] Maintenance Module | ||
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| − | ======Transfer | + | ===== <span class="mw-headline" id="Exporting_Sales_Transfer_per_Stock" style="box-sizing: inherit;">Exporting Sales Transfer per Stock</span> ===== |
| − | [[ | + | |
| − | < | + | # Under the Main Menu, Click '''[[Reports]]''' |
| + | # Under Reports Menu, Click '''[[Sales Transfer per Stock]]''' under [[Sales Reports]]. | ||
| + | # 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. | ||
| + | |||
| + | ===== <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> ===== | ||
| + | |||
| + | # Under the Main Menu, Click '''[[Reports]]''' | ||
| + | # Under Reports Menu, Click '''[[Sales Transfer per Stock|Sales Transfer]]''' per Stock under Sales Reports. | ||
| + | # 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. | ||
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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: "Open Sans", 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;" | {| 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: "Open Sans", 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;" |Categories: | |+ 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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|- style="box-sizing: inherit;" | |- style="box-sizing: inherit;" | ||
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules''' | | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules''' | ||
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|- style="box-sizing: inherit;" | |- style="box-sizing: inherit;" | ||
| style="" |Maintenance Aids | | style="" |Maintenance Aids | ||
| style="" |[[Item Master Aids]]<nowiki> | </nowiki>[[Warehouse Aids]] | | style="" |[[Item Master Aids]]<nowiki> | </nowiki>[[Warehouse Aids]] | ||
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|} | |} | ||
Revision as of 14:19, 7 December 2021
Contents
Sales Transfer per Stock
Sales Transfer per Stock refers to the list of Stock Transfer in a given period.
Requirements before using Sales Transfer per Stock
- The user should setup have the following records in order to proceed on using the Sales Transfer per Stock
| Field | Description |
|---|---|
| 1. Record Filter(Date Range, Requesting Warehouse, Source Warehouse, Items) | Set of filter options for precise searching of records
|
| 2. Export | Allows the user to Export the report into spreadsheet |
| 3. Print(Transfer Approve) | Print the Transfer Approve document for 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
|
| 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
- Under the Main Menu, Click Reports
- Under Reports Menu, Click Sales Transfer per Stock under Sales Reports.
- 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.
Viewing Stock Transfers on Sales Transfer per Stock
- Under the Main Menu, Click Reports
- Under Reports Menu, Click Sales Transfer per Stock under Sales Reports.
- 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.
| Modules | |
|---|---|
| Sales | Sales Invoice |
| Inventory Aids | 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 |
| Job Aid Modules | |
| Maintenance Aids | Item Master Aids | Warehouse Aids |