Verifying that the sent inventory has actually been transferred to the recieving store/location and that the processing of the transfer order or item has been completed is vital process of most business. POSibolt provides this functionality using 2 methods.
Stock Transfer Confirmation: This confirmation screen is used to confirm stock transfers when in-transit warehouses are not in use.
- Navigate to stock > stock transfer confirmation,
2. Stock transfer confirmation screen,
- All transfers sent to the organisation for the terminal that you are logged in to will display here by default.
- Document status CO means completed.
- Document status DR means drafted.
3. Click on any document number with a DR status to load the document details for confirmation.
4. Depending on the configuration, we can auto populate the document details with none (no inventory data), items only or items and quantities only:
- None: The cart will not populate with any inventory data, items will need to be added as well as the quantity; IF there is any item or quantity discrepancy, completing the stock transfer wont be allowed.
- Items Only: All the items will populate in the cart but the quantities will be defaulted to 0, A user will then be required to enter the quantities; If the quantity entered does not match the sent document, the Quantity field will display in RED, however, if the quantity matches, the Quantity field will be highlighted in GREEN.
- For security, if any line item is not GREEN, you will not be allowed to complete the transfer, in this event, the sending store will need to amend the transfer document and supply a reason.
- Items and Quantities: All the items will populate in the cart with the documented sent quantity.
5. Press complete to complete the confirmation Stock Transfer Confirmation (Manual)This confirmation screen is dedicated to the use of in-transit warehouses. The functionality is exactly the same as stock transfer confirmation mentioned above, however, there is one additional confirmation involved.
- When using in-transit warehousing, navigate to stock > stock transfer confirmation manual.
2. Once you have clicked on the stock transfer confirmation manual button you will be directed to the stock transfer confirmation screen with a pop-up requesting the transfer number (The document number of the sending document).
3. Here you will need to enter the transfer no on the document given to you with the goods that were transferred to your store4. Complete the transfer as documented above.
