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Stock Transfer

The Stock Transfer feature is used to transfer stock from one store (warehouse) to another. This process helps manage inventory movement between different storage locations within the property.

Step-by-Step Process for Stock Transfer​

  1. Select the Inventory & Assets menu, then click the Stock Transfer submenu to open the Stock Transfer window.
  2. Click the Insert button to initiate a stock transfer. The Stock Transfer Editor window will appear.
  3. Fill in the Stock Transfer Information section:
    • Enter the transfer date in Date.
    • Enter the transfer document number in Document #.
    • Enter the employee requesting the transfer in Request By.
    • Select the destination store in Store.
    • Add any relevant notes in Remark.
  4. Add items to be transferred in the Detail Item Information section:
    • Select the item to be transferred in Item.
    • The current stock will auto-fill based on the transfer date.
    • Enter the quantity in Quantity.
    • Enter the unit of measure in UOM.
    • Click Insert to add the item to the table.
    • Repeat these steps to add more items as needed.
  5. To edit an item:
    • Select the item in the detail table and click the Edit icon. The button will change to Save.
    • The fields will populate with the selected item's data. Make the necessary changes.
    • Click Save to update the item. The button will revert to Update.
  6. To delete an item:
    • Select the item in the table and click the Delete icon.
    • The item will be removed from the list.
  7. To finish and save the stock transfer, click Save.

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