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Difference between revisions of "Stock Transfer"

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#Click [[Stock Transfer]] under Inventory Menu
 
#Click [[Stock Transfer]] under Inventory Menu
−
#Under Stock Transfer Screen, Click '''Create Stock Transfer Button'''
+
#Under Stock Transfer Screen, Click Create Stock Transfer Request
−
#Fill out the necessary fields then Click '''Save'''
+
#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
 
#*The Created Stock Transfer will be seen in the Transfer Request Section
  
Line 126: Line 127:
  
 
#Click [[Stock Transfer]] under Inventory Menu
 
#Click [[Stock Transfer]] under Inventory Menu
−
#Select the Stock Transfer that needs to update its details. Click the drop-down arrow then click '''Edit.'''
+
#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
 
#Update the necessary fields then click '''Save'''
 
#Update the necessary fields then click '''Save'''
  
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=====Printing Stock Transfer Request=====
 
=====Printing Stock Transfer Request=====
  
−
#Go to Inventory then Click [[Stock Transfer]]
+
#Click [[Stock Transfer]] under Inventory Menu
−
#Under Stock Transfer Screen, Select a Stock Transfer Request that needs to print its details, click the drop-down arrow then click Print
+
#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]]
 
[[File:Inventory - Stock Transfer - Print Request.png|border|center|1500x1500px]]
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=====<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>=====
 
=====<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>=====
  
−
#Go to Inventory then Click [[Stock Transfer]]
+
#Click [[Stock Transfer]] under Inventory Menu
−
#Select the Stock Transfer that needs to Approve or Reject the Request. Click the drop-down arrow then choose Approve/Reject. Take note that the request can only be Approve or Reject if it is on '''Pending''' Status
+
#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.
+
#Click Yes on the Confirmation notice to proceed on Accept/Reject process
  
 
[[File:INventory - Stock Transfer - Approve-Reject Request.png|border|center|1500x1500px]]
 
[[File:INventory - Stock Transfer - Approve-Reject Request.png|border|center|1500x1500px]]
Line 306: Line 307:
 
#Click Stock Transfer under Inventory Menu
 
#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
 
#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]]
 
[[File:Inventory - Stock Transfer - Cancel Transmittal.png|border|center|1500x1500px]]
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=====Releasing Stock Transfer Request=====
 
=====Releasing Stock Transfer Request=====
  
−
#Go to Inventory then Click [[Stock Transfer]]
+
#Click [[Stock Transfer]] under Inventory Menu
−
#Select an Approve Stock Transfer that needs to transfer its stocks. Click the drop-down arrow then choose '''Transfer Stocks'''.
+
#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
 
#Fill up the necessary fields then Click '''Save'''
 
#Fill up the necessary fields then Click '''Save'''
  
Line 388: Line 390:
 
=====Closing Request=====
 
=====Closing Request=====
  
−
#Go to Inventory then Click [[Stock Transfer]]
+
#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
 
#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
 
#Click Yes on the confirmation to proceed on the closing process

Revision as of 12:24, 30 March 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 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.
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 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.
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 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.
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
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