Stock Transfer is the act of moving goods from one store to another. No additional charges or costs to other stores are used in this process.
- Navigate to Stock > Stock Transfer.
2. After clicking on stock transfer you will be directed to STOCK TRANSFER screen.
- Search for the items manually by barcode, product name or description, if you have a scanner attached to the pc you can scan your items with the cursor focused on the barcode screen and it will appear on this screen.
- Adding an item the cart by default sets the count to 1.
- On the RHS you can add or remove quantities in the Qty field, ensure that you press ENTER after updating the qty for a line item in order to update the quantity in the cart.
- If you use locators in your business , the correct locators need to be selected here per item.
- FROM WAREHOUSE Allows the selection of the warehouse from which you would be sending stock out from. The quantity on hand will be deducted from this warehouse; By default this would be the warehouse of the terminal that is currently logged in.
- TO WAREHOUSE Allows the selection of the warehouse from which you would be sending stock to, Upon confirmation (based on configurations) this is the warehouse where the inventory level will increase.
- By clicking on save, this drafts the stock transfer and can be attended to at another stage.
- Click on INVOKE to call up a saved document.
- Click on complete to finalise the transfer.
STOCK TRANSFER HISTORY
- Navigate to Stock Transfer history.
2. After clicking on stock transfer history you will be directed to this screen shown below:
- You can search by movement date or document number.
- FROM WAREHOUSE Allows the selection of the warehouse from which you would be sending stock out from. The quantity on hand will be deducted from this warehouse; By default this would be the warehouse of the terminal that is currently logged in.
- TO WAREHOUSE Allows the selection of the warehouse from which you would be sending stock to, Upon confirmation (based on configurations) this is the warehouse where the inventory level will increase.
- You can choose summary by document no ,product or product category to structure the grid accordingly.
3. Press search.
A report will populate like the one below showing details for the date range selected.
- STATUS: A stock transfer document can have one of 4 statuses:
- Completed: this means the transfer has been accepted at the other store.once completed it can not be edited.
- In progress: The transfer has not yet been accepted at the receiving store when in-transit warehouses are not in use.
- In transit: The transfer has not been accepted at the receiving store and stock is moved to an in transit warehouse until accepted, this is used for tracking in transit stock.
- Drafted: The stock transfer was saved and not completed.
- *Note: A configuration can be set up by the GROWORX team to automatically complete a stock transfer without any confirmation; In this event, once the sending warehouse completes the transfer, the inventory values are automatically updated at the recieving warehouse.