Detailed Stock Transfer
Introduction
This guide explains how to transfer stock items from one outlet to another.
Assumptions
The company has two or more outlets.
The transferring outlet has the stock they would like to transfer
Where to find this
In an outlet, click STOCKTAKING > STOCK TRANSFERS
Step-by-step guide
Step 1.
Click Detailed Stocktake
The following drop down fields will become visible
Date Transferred : This will be a drop down with 7 days in the week you have selected on the transfer page
Stock Location : Where the stock items are recorded against for stocktaking
Category : Stock Category as you have setup
Outlet :The Outlet you are transferring the stock items to(Receiving Outlet)
Outlet Stock Location :
Notes: Enter any notes that will help identify this transfer, for example FOR MENU TASTING DAY
Step 2. Fill in the details o the stock you are transferring. The Detailed Stocktake allows you to enter accurate breakdown of the stock items
for example as illustrated below:
Champagne Stoppers that is 6 cases , 3 is a case so 6*3
Still Wine Stoppers 6 loose from a case of 20
Screw Cap Still Wine Stoppers 4 cases and 7 loose.
Step 3. Click ADD ITEMS
This will take you back to Summary page where you may add or amend stock items for that location or
You will also see the value of the transferred items on the summary page
Step 4 .Click FINISH to process the transfer
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