Stock Transfer

Inventory | Inventory Inquiry | Inventory Movement

Stock Transfer

Allows the user to transfer the quantity or stock from a warehouse to another warehouse.

Requirements before using Stock Transfer

• The user should setup the following Maintenance Module in order to proceed on using the Stock Transfer
  1. Item Master
  2. Users
  3. Users Group
  4. Warehouse

Stock Transfer Request List

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 Button
3. Fill out the necessary fields then Click Save
   • The Created Stock Transfer will be seen in the Transfer Request Section

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.
  • This can be seen in Item Master Maintenance Module.

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

Edit Stock Transfer Request

1. Click Stock Transfer under Inventory Menu
2. Select the Stock Transfer that needs to update its details. Click the drop-down arrow then click Edit.
3. Update the necessary fields then click Save

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.
  • This can be seen in Item Master Maintenance Module.

Printing Stock Transfer Request

1. Go to Inventory then Click Stock Transfer
2. Under Stock Transfer Screen, Select a Stock Transfer Request that needs to print its details, click the drop-down arrow then click Print

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

Approving/Rejecting Stock Transfer Request

1. Go to Inventory then Click Stock Transfer
2. 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
3. Click Yes on the Confirmation Notice.

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

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

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

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

Notes:

• Cancelling the Stock Transmittal Record will revert the status of Stock Transfer Request to Approved

Releasing Stock Transfer Request

1. Go to Inventory then Click Stock Transfer
2. Select an Approve Stock Transfer that needs to transfer its stocks. Click the drop-down arrow then choose Transfer Stocks.
3. Fill up the necessary fields then Click Save

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.
  • This can be seen in Item Master Maintenance Module.

Closing Request

1. Go to Inventory then Click Stock Transfer
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

Stock Transfer Transmittal Options

Actions Available base from Sales Stock Transfer Status

Status	View	Edit	Print	Cancel
TRANSFERRED	☑	☑	☑	☑
CANCELLED	☑		☑