Create New Stock Transfer:

1. In the Stock Transfers page, Click the “Create” button located at the top page.

   

2. In the New Stock Transfer create page, fill in the required fields: Location (Source and Destination), Product Name, and Quantity.

   

3. You may also enter optional delivery details such as Vehicle, Delivery Date, and Remarks.

   

4. Once done, Click the “Submit” Button to create the Stock Transfer.

Update or Edit a Stock Transfer:

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Note: You can only edit stock transfer details if the status is “Pending: OUT”.

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1. Open a Stock Transfer by clicking the code.
2. Enter the new details and then click the Submit button to save. A message will appear if the sales order is saved successfully.

Transfer the Stock Transfer Transaction

1. Select an existing Pending Stock Transfer record that you want to process.
2. Click “Out” button. This marks the items as released from the source location.
3. A success message will appear: “Transfer successfully marked as Out.”
4. The name of the user who clicked Out will appear inside the Out icon.
5. Once the items are received at the destination, click “In” ****button.
6. A success message will appear: “Transfer successfully completed.”
7. The name of the user who clicked In will appear inside the In icon.

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Deleting a Stock Transfer record is only allowed if the status is “Pending: OUT.”

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Also See: Stock Adjustments Overview

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