Sales Transfer per Stock

Sales Reports List | Sales Transfer per Stock

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
  • Item Master
  • Warehouse
  • Sales Return
  • Stock Transfer

Sales Transfer per Stock terms in Oojeema System

Field	Description
1. Record Filter(Date Range, Requesting Warehouse, Source Warehouse, Items)	Set of filter options for precise searching of records Date Range will be automatically set to Current month by default Requesting Warehouse and Sales Warehouse will be automatically set to Filter: All by default Items view list will be automatically set to 10 items per page.
2. Export	Allows the user to Export the report into spreadsheet
3. Print(Transfer Approve)	Print the Transfer Approve document for Stock Transfer. Clicking Print Menu will redirect the user to Transfer Details Approve of the specific 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 Clicking the link will transfer the user to the Transfer Request details of the specific 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

1. Under the Main Menu, Click Reports
2. Under Reports Menu, Click Sales Transfer per Stock under Sales Reports.
3. 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

1. Under the Main Menu, Click Reports
2. Under Reports Menu, Click Sales Transfer per Stock under Sales Reports.
3. 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.