Simple Stock Transfer
Introduction
This guide explains how to do Simple Stock Transfer from one Outlet to another outlet without adding details of the stock.
Assumptions
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
Where to find this
Click STOCKTAKING > STOCK TRANSFERS
Step-by-step guide
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
Related Guides