Stock Transfer Between Warehouses
Stock Transfers can be done between warehouses. Transfers can assist in keeping the correct Stock Levels per Warehouse or Treating Location. Transfers must be kept up to date. Stock Transfers are performed to Transfer Stock from the Main Warehouse to the Nurse's Station.
- The contents of this user manual will consist of the following information:
- Date and Reference Information
- Batch Options
- Adjusting Quantities to Transfer
- This user manual will start on the Stock Manager screen.
- Click on the Corrections menu.
- The Corrections menu will open.
- Click on Stock Transfer.
- The Specify Financial Period screen will open.
- Select the correct Financial Period in which the Transfer needs to happen.
- Click on the OK button.
- The Stock Adjustment screen will open.
- Select the correct Category for which you wish to do the Transfer for, from the Category drop-down menu.
- Select the Warehouse from where the Stock Item needs to be Transferred, from the Warehouse drop-down menu.
- Press Tab on the keyboard to access the Stock Adjustment Codes screen.
- Select the correct Adjustment Code that needs to be used.
- Click on the OK button.
- The Stock Adjustment screen will open with all the selected information captured.
- Click on the OK button.
- The Stock Transfer screen will open.
- The following information needs to be completed on the screen to do a Stock Transfer between Warehouses:
Date and Reference Information
Dates need to be completed accurately in order to keep a good record of Stock Items moving in and out of the Warehouse. Reference Numbers and Comments are for your own record keeping in order to do a trail on why the Stock Items were transferred.
- The Date will be automatically filled in as a Default for the day the Transfer is done, but can be changed manually.
- The Financial Period and Month, which you Selected will automatically be indicated and cannot be changed.
- Enter a Reference Number in the Ref.Nr field.
- The reason for the Stock Transfer will be completed automatically in the Comment field.
Batch Options
The Batch Options information is information which will appear on all Reports, therefore it is an indication on when Stock Transfers were done and the reason thereof.
- Select the Bin from where the Stock Item needs to be Transferred out of, from the From Bin drop-down menu.
- Select the Warehouse from the To Warehouse drop-down menu to indicate where the Stock Item needs to be transferred to.
- Select the Bin from the To Bin drop-down to where the Stock Items need to be transferred.
- Enter the Stock Item code in the Add Single Item field.
Please Note: Once the Stock Item Code has been entered, the Stock Item Name will appear in a grey block underneath the Add Single Item field, depending on the Setup.
- Alternatively Press the Tab key on the keyboard to open the Item List, if you do not know the Item Code.
- Click on the Add To Batch button to Add the Stock Item to the Batch that will be Transferred.
Please Note: Once the Stock Item was added to the Batch List, the Add Single Item field will be blank again to add another Stock Item, as more than one Stock Item can be transferred from the same Warehouse and to the same Warehouse at the same time.
- The Stock Item will be listed in the Batch screen section.
Please Note: Each line will indicate the Quantity Available in each Warehouse to Transfer.
Adjusting Quantities for Transfer
By adding the Stock Item to the Batch without adjusting the Quantities to how many should be Transferred, will not move any Items to another Warehouse.
- This Transaction will take place from the Line Item on the Batch screen section.
- Click on the Adj Units field and enter a Quantity that needs to be Transferred.
- The Adj Packs will automatically update according to the Units that have been entered. The Adj Value column will also update with the Value of the Total Amount of the products.
- Click on the Post (F2) button to Post the Transferring Transaction.
- A Confirm screen will open, asking whether you would like to Confirm to Post the batch?
- Click on the Yes button to confirm.
- An Information screen will open, advising that the Adjustment batch has been posted successfully. Do you want to print the batch?
- Click on the Yes button to confirm.
- The Transfer Report will open to be Printed.
- The Stock Recepient in the Warehouse can sign the Stock Transfer document as confirmation that the Stock has been Received.