11. Stock Transfer¶
The Stock transfer feature is designed to help you to transfer stock between warehouses.
It’s available from menu
Embedded ERP > Inventory Management > Stock transfer.
Here is described how to process a stock transfer.
To create a new stock transfer, access its main screen first (
Embedded ERP > Inventory Management > Stock transfer).
Then once the grid is displayed, click on
New button located at the top-right of the grid.
This will load a new screen called “Create new Stock Transfer” :
Here is the description of each field displayed on this screen :
|Reference||Name of the stock transfer|
|From warehouse||Warehouse which stock is taken from|
|To warehouse||Warehouse which stock goes to|
|Status||Stock transfer current status|
|Website||Not managed at the moment|
|Notes||Allow to add personal notes|
To be able to save the stock transfer, please fill all these fields, once done click on
2. Add products¶
Now that the stock transfer has been correctly created and saved, you can start to select products to add.
To do it, a tab will be useful in the stock transfer interface : the Add products tab.
This tab helps you to select products to add to the current stock transfer.
Once the tab is opened, you should see a grid contaning all products associated to the “From warehouse” of the stock transfer.
You can click on the link from the SKU column to access the selected product page.
Select products you want to add to the current stock transfer by filling the “Qty to transfer” field.
Once done, simply click on
Save to add selected products to the current stock trasnfer.
3. Products tab¶
At anytime, you can see which products have already been managed by the current stock transfer, going into the Products tab.
This tab will display a products grid looking like :
4. Apply / Receive the transfer¶
Once your transfer is ready, you can apply/receive it using the “Apply” button.
All products from the transfer are listed. You can process the reception manually, using the
- button on the right, or you can also use a barcode scanner.
A quicker way to receive all products is to use the “Fill all quantities” button.
At any time, you can see how many products have been processed and how many products are left to receive.
Once your reception is complete, just click on “Save”, ERP will create the stock movements to synchronize your stock.
Products reception can be done step by step, meaning you don’t have to receive all of them at the same time.
To process products reception in multiple times, you simply need to repeat the reception process as many time as necessary.