Overview
Stock transfer out feature, only available for multi-sites store, is used to transfer stock between sites. From a workflow perspective a stock transfer out is followed by the corresponding stock transfer in.
You must be signed in as the user for the FROM Site and user for the IN Site
Getting Started
Reference
Refer to Common Buttons.
| Image | Name | Description |
|---|
| Send To Pick | Status change from Open to Pending to indicate that the stock transfer out picking list is ready |
| Pick | Status change from Pending to In Progress to indicate that picking is in progress |
| Finalise | Status change from In Progress to Posted to indicate that the transfer is completed |
| Re-open | Allows you to re-open an In Progress stock transfer out in case the product unit needs to be changed if insufficient stock in another unit. Usually not found out until ready for picking. |
Fields
| Name | Description |
|---|
| Type | The transaction type (TRNOUT(Transfer Out)) |
| Number | The number for the transaction. |
| Status | The transaction's current status |
| Date | The date that the stock transfer in took place. |
| From Site | This is the from site from this transfer |
| To Site | This is the to site for this transfer |
| Transfer type | This is the stock transfer type |
| Transfer In | This is the stock transfer in transaction number for this transfer out |
| Workflow Status | The workflow progress status for this stock transfer out. Picking status indicates that this is being worked on by a picker to avoid duplication of work by other pickers |
| Picker | The stock picker assigned to the stock transfer out |
Lines Tab
| Name | Description |
|---|
| Product | Product ID of the product for stock transfer out |
| Product Name | The name of the product |
| Quantity | The quantity for this line |
| Unit | See Product Unit Reference e.g. EACH(1) |
| Unit Quantity On Hand | The quantity of this item that is available at this site. |
| Location | The location of product. See Locations reference |
| Cost Ex Tax | This field shows the Cost Ex Tax for this line |
| Has Notes | Checked if the stocktake has notes. |
Line Details
| Name | Description |
|---|
| Unit Cost Ex Tax | This field shows the unit cost excluding tax for this line |
| Unit Quantity On Hand | The quantity of this item that is available at this site. |
Line Notes
| Name | Description |
|---|
| Line Notes | Any notes for this line |
Serial Numbers
| Name | Description |
|---|
| Number | Serial number of the product |
| Product | Product ID of the product for stock transfer out |
Dissections
| Name | Description |
|---|
| Account Site | Account ID for the stock transfer out and transfer in values |
| Debit Value | This is the debit value of the dissections |
| Credit Value | This field shows the Credit value for this dissection |
| Narrative | The narrative for the dissection |
| Description | This field contains a description of the dissection |
Movements
| Image | Name | Description |
|---|
| Associated Products | Show a list of products associated to the product on the selected line |
| Price Book Entries | Shows a list of price book entries related to the product on the selected line |
| Set Date Range | Display stock transfers created in the date range |
| Product History | Show transaction history for the current product |
| Show Product Movement Allocation | Opens the product movement allocation for the selected product movement. This is not available for all product movement types. |
Fields
| Name | Description |
|---|
| Location | Stock location |
| Quantity | The quantity of product being moved |
| Original Each Cost Ex Tax | The original cost of each item, excluding tax |
| Each Cost Ex Tax | The cost of each item, excluding tax |
| Value Ex Tax | The total value of the product movement, excluding tax. The value is calculated as the cost of each item multiplied by |
General Tab
| |
|---|
| Period | The period in which the stocktake occurred. |
| Ref Num | The reference number for the stock transfer |
| Cost Ex Tax | The total cost of items excluding tax |
