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.

1. Creation

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” :

_images/new_stock_transfer.png

Here is the description of each field displayed on this screen :

Field Description
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 Save.

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.

Note

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 :

_images/products_stock_transfer.png

4. Apply / Receive the transfer

Once your transfer is ready, you can apply/receive it using the “Apply” button.

_images/receive_stock_transfer.png

All products from the transfer are listed. You can process the reception manually, using the + and - 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.

Note

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.