Difference between revisions of "Stock Transfer"

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== Stock Transfer ==
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==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 =====
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=====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]]
  
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**Cancelled: The transfer request is cancelled before approving.
 
**Cancelled: The transfer request is cancelled before approving.
  
===== Add Stock Transfer Request =====
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=====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"
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|}
 
|}
  
===== Stock Transfer Record Option =====
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=====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 =====
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=====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 =====
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=====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 =====
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=====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"
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|}
 
|}
  
===== Stock Transfer Transmittal View Record =====
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=====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 ======
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=====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]]
 
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Revision as of 12:57, 28 December 2020

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.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
File:Stock Transfer Record Option.png
Stock Transfer Record Option
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
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
Stock Transfer Transmittal Options
File:Stock Transfer Transmittal Record Option.png
Stock Transfer Transmittal Record Option