Stock Transfer

Inventory | Inventory Inquiry | Inventory Movement | Stock Transfer Aids

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 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. Go to Inventory then Click Stock Transfer
2. Click Create Stock Transfer Button
3. Fill out the necessary fields then Click Save
4. 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.

Edit Stock Transfer Request

1. Go to Inventory then Click Stock Transfer
2. Select the Stock Transfer that needs to be updated. 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.

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.

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.

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
4. Select a Ready for Closing Transfer status that needs to close its request. Click the drop-down arrow then choose Close Request
5. Click Yes on the Confirmation

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.

Stock Transfer Transmittal Options

Actions Available base from Sales Stock Transfer Status

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