5.5 Stock Transfer Request

Overview

The Stock Transfer Request feature provides a streamlined process for requesting to move an inventory from one branch to another.

Stock Transfer Request List

• List of all the STR(Stock Transfer Request) and will also show the overview of the transaction.
• Here, the user also has the filter functionality and the button to add a new Stock Transfer Request).

Stock Transfer Request Detail

22. To add a new Stock Transfer Request, go to Inventory then click Stock In. After that,  click the Add that can be seen in the Stock Transfer Request list.

23. Fill out all the needed information for the Stock Transfer Request Detail like,

1. STR Date
2. To Branch (where you want to request an Item)
3. Document Reference
4. Account

24. To add Stock Transfer Request line item(s), click the Add button.

25. Click the Pick button that you want to add.

26. Fill up the necessary field for adding the item for Stock Transfer Request such as the Cost and the Quantity.

27. Click Save button to Save the item as a Stock In line item.

28. If you wish to add another item, just repeat Steps 4 to 6.
29. Click the Close button to close the popup and review your Stock Transfer Request detail.

30. Review the details and if everything is okay, Save and lock the record. The Save button allows you to save the Stock Transfer Request detail you created. If you want this to be seen on the branch you requested, click the Lock button.

5.6 Stock Transfer

Overview

The Stock Transfer Request feature provides a streamlined process for moving an inventory from one branch to another. Whether you’re transferring items between warehouses, stores, or different sections of your business, this tool ensures a smooth and organized method for managing stock movements

Stock Transfer List

• List of all the ST(Stock Transfer) and will also show the overview of the transaction.
• Here, it has the filter functionality and the button to add a new Stock Transfer.

Stock Transfer Detail

31. To add a new Stock Transfer, go to Inventory then click Stock Transfer. After that, click the Add that can be seen in the Stock Transfer list.

32. Fill out all the needed information for the Stock Transfer Detail like,

1. ST Date
2. Document Reference
3. To Branch (where you want to transfer the items)
4. Account

33. To add Stock Transfer line item(s), click the Add button under Items tab.

34. If there’s a Stock Transfer Request, you can go with the Stock Transfer Request List.

35. Click the Pick button to select a Stock Transfer Request to be added on the Stock Transfer.

36. To confirm adding, click on the Confirm button.

37. If you wish to add Stock Transfer line items based on the Stock Transfer Request, repeat steps 5 and 6.
38. There’s no need to worry if you don’t have a Stock Transfer Request, since that you can also transfer an item from your current branch to the other branch. Just go directly to the Items tab.

39. To pick an item that you want to transfer, click the Pick button.

40. Fill up the necessary field for adding the item for Stock Transfer, changing the Quantity and the Cost of the item.

41. Click Save button to Save the item as a Stock Transfer line item.

42. If you wish to add another item, just repeat Steps 9 to 11.
43. Click the Close button to close the popup and review your Stock Transfer detail.

44. Review the details and if everything is okay, Save and lock the record. The Save button allows you to save the Stock Transfer detail you created. If you want this to have an effect on your inventory (current branch’s inventory will be deducted based on your Stock Transfer and the other branch’s inventory you transfer stocks will be increased), click the Lock button.

5.7 Stock Withdrawal

Stock Withdrawal List

• List of all the SW(Stock Withdrawal) and will also show the overview of the transaction.
• Here, it has the  filter functionality and the button to add a new Stock Withdrawal.

Stock Withdrawal Detail

• To add a new SW, click the Add that can be seen in the SW list.
• Fill out all the needed information for the Stock Withdrawal Detail like,

• • Branch
  • SW Date
  • SW Number
  • Document Reference
  • Account

• Pick the item you would like to add in your Stock Withdrawal
• Fill up the necessary field for adding the item for Stock Withdrawal, Changing the Unit for the Item, Particulars,Value, and the Quantity of the item.