Simple Stock Transfer

This guide explains how to do Simple Stock Transfer from one Outlet to another outlet without adding details of the stock.

Your outlet must have Head Office permissions to transfer stock in this way.

The receiving outlet must have permissions to receive stock without description and break down from detail.

That the transfer is in the same financial period

You may not transfer Stock Items to a closed period

Click STOCKTAKING > STOCK TRANSFERS

Step 1. Click on the correct week in which the transfer is to be recorded in.

Step 2. Click ADD SIMPLE TRANSFER( See Related Guide on Detailed Stock Transfer )

Enter the details in the drop down

Date : This dropdown will have all days of the selected week

Department : Select the correct Purchasing Department

Category : This refers to the Stock Category the items are related to

AMOUNT: Enter the value of the transferred goods

Outlet : Outlet you are transferring the materials to

Outlet Department: Select the purchasing Department in receiving Outlet

Notes:Enter notes that will help identify these stock items,

in this example it clearly states the purpose the stock was moved and it will help in the transfer

Step 3. Click ADD TRANSFER

The Weekly Transfer Summary page will appear with all of the transfers for the week.

NOTE: You cannot change the amount you have entered when you are using Simple Stocktaking

Once you have completed the transfer the receiving outlet can receive the stock items to complete the transaction.

You can view the Transfer Transactions in a report in Finance Module

Detailed Stock Transfers

There are no items with the selected labels at this time.