You are viewing an old version of this page. Return to the latest version.
Difference between revisions of "Stock Transfer"
(Tag: Visual edit) |
(Tag: Visual edit) |
||
Line 1: | Line 1: | ||
− | + | == 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. | ||
− | + | ===== Stock Transfer List ===== | |
[[File:Stock Transfer Record List.png|center|thumb|Stock Transfer Record List]] | [[File:Stock Transfer Record List.png|center|thumb|Stock Transfer Record List]] | ||
Notes: | Notes: | ||
− | * 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: | + | *Stocks Request will change its status depending on the conditions: |
− | ** Partial: If the stocks are partially transferred. | + | **Partial: If the stocks are partially transferred. |
− | ** Ready for Closing: If all stocks are transferred to the other warehouse | + | **Ready for Closing: If all stocks are transferred to the other warehouse |
− | ** Rejected: If the approver disapprove the transfer request | + | **Rejected: If the approver disapprove the transfer request |
− | ** Pending: The request is waiting to be approved or rejected. | + | **Pending: The request is waiting to be approved or rejected. |
− | ** Approved: the stocks can be transferred to another warehouse. | + | **Approved: the stocks can be transferred to another warehouse. |
− | ** Cancelled: The transfer request is cancelled before approving. | + | **Cancelled: The transfer request is cancelled before approving. |
− | + | ===== Add Stock Transfer Request ===== | |
− | |||
[[File:Add Stock Transfer Request.png|center|thumb|868x868px|Add Stock Transfer Request]] | [[File:Add Stock Transfer Request.png|center|thumb|868x868px|Add Stock Transfer Request]] | ||
{| class="wikitable" | {| class="wikitable" | ||
Line 63: | Line 60: | ||
|•Number | |•Number | ||
|} | |} | ||
− | + | ||
+ | ===== Stock Transfer Record Option ===== | ||
[[File:Stock Transfer Record Option.png|center|thumb|Stock Transfer Record Option]] | [[File:Stock Transfer Record Option.png|center|thumb|Stock Transfer Record Option]] | ||
− | + | ===== Stock Transfer View Record ===== | |
− | |||
[[File:Stock Transfer View Record.png|center|thumb|Stock Transfer View Record]] | [[File:Stock Transfer View Record.png|center|thumb|Stock Transfer View Record]] | ||
− | + | ===== Stock Transfer Transmittal List ===== | |
− | |||
[[File:Stock Transfer Transmittal Record List.png|center|thumb|Stock Transfer Transmittal Record List]] | [[File:Stock Transfer Transmittal Record List.png|center|thumb|Stock Transfer Transmittal Record List]] | ||
− | + | ===== Edit Stock Transfer Transmittal ===== | |
− | |||
[[File:Editing Stock Transfer Transmittal.png|center|thumb|864x864px|Editing Stock Transfer Transmittal]] | [[File:Editing Stock Transfer Transmittal.png|center|thumb|864x864px|Editing Stock Transfer Transmittal]] | ||
{| class="wikitable" | {| class="wikitable" | ||
Line 110: | Line 105: | ||
|•Amount/Number | |•Amount/Number | ||
|} | |} | ||
− | + | ||
+ | ===== Stock Transfer Transmittal View Record ===== | ||
[[File:Stock Transfer Transmittal View Record.png|center|thumb|Stock Transfer Transmittal View Record]] | [[File:Stock Transfer Transmittal View Record.png|center|thumb|Stock Transfer Transmittal View Record]] | ||
− | + | ====== Stock Transfer Transmittal Options ====== | |
− | |||
[[File:Stock Transfer Transmittal Record Option.png|center|thumb|Stock Transfer Transmittal Record Option]] | [[File:Stock Transfer Transmittal Record Option.png|center|thumb|Stock Transfer Transmittal Record Option]] | ||
<br /> | <br /> |
Revision as of 12:57, 28 December 2020
Contents
Stock Transfer
Allows the user to transfer the quantity or stock from a warehouse to another warehouse.
Stock Transfer 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
Field | Description | Expected Values |
---|---|---|
1.Request from Warehouse | •The warehouse requested for Stock Transfer | •Warehouse list provided in the Warehouse Maintenance Module |
2.Destination Warehouse | •The warehouse where the items will transfer | •Warehouse list provided in the Warehouse Maintenance Module |
3.Prepared By | •The person who will be performing the stock transfer | •Alphanumeric |
4.Reference no. | •Reference Number for the Stock Transfer Transaction | •Alphanumeric |
5.Transaction Date | •Date where the stock transfer request was created | •Date |
6.Transfer Date | •Date when the stock will be transferred to the designated warehouse | •Date |
7.Note | •Other remarks regarding the transaction | •Alphanumeric |
8.Item Code | •List of Items to be Transferred | •Item List provided in Item Master Maintenance Module |
9.Request Qty | •Quantity of Items to be transferred | •Number |
Stock Transfer Record Option
Stock Transfer View Record
Stock Transfer Transmittal List
Edit 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
Stock Transfer Transmittal Options