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Sales Transfer per Stock

Revision as of 12:44, 11 March 2022 by Gelo (talk | contribs)

Sales Transfer per Stock

Sales Reports - Sales Transfer per Stock - Record List.png


Sales Transfer per Stock refers to the list of Stock Transfer in a given period.

Requirements before using Sales Transfer per Stock
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.
Sales Reports - Sales Transfer per Stock - Export.png


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 report, click the Stock Transfer record link under Request No. Column to view the record’s details


Printing Approved Request 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 report, select a Approved Stock Transfer report that needs to view its details. Click the drop-down arrow then click Print
Sales Reports - Sales Transfer per Stock - Print.png


Categories:
Modules
Sales Sales Invoice
Inventory Aids Stock Transfer
Maintenance Maintenance | Item Master | Warehouse
Reports Module (Reports)
Reports Sales Reports
Sales Reports Sales Report | Sales Register | Sales per Warehouse | Sales per Customer | Sales per Stock | Sales Transfer per Stock | Sales per Item | Sales per Category | Sales-Top Item | Returns per Customer