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Internal Transfers

11
Jun

Setting up Internal Transfers

Begin by navigating to your Inventory > Stock Orders, Once you are on the stock orders page click New “Create Stock Order” text box will appear, Choose the option Empty Stock Order. Choose the Target Warehouse that will be receiving the goods and specify that the transfer is Internal, Select the Source warehouse that will be distributing the goods.

Finally, you may choose to add all Short Products simply by checking the corresponding box. By doing so you must also select a Commodity Group and Assortment.

Next, we will need to record the receiving of goods. start by navigating to Inventory > Stock Receipts. Once the “create stock receipt” box appears you can select from an empty stock order or from the stock order you created prior.

Once you are on the Stock Receipt page Click New. “Create Stock Receipt” text-box will appear to select the option from empty stock Receipt and finish the receipt like any other. Now if you refresh your internal transfer report your internal transfer should now reflect.

Internal Transfer Report

To view the internal transfer report navigate to your evaluations tab if you can not locate it there you will need to Edit Menu Entries.

This report may be filtered by Source warehouse, Target warehouse, Commodity Group, Date, Booked status and you may also choose to show products within the internal transfer.

Once you have made your desired selections click Update. Once the report loads it will list Source warehouse, Target warehouse, the quantity of Stock Receipts, the Item price, Received goods and a monetary Sum of products.

The Warehouse names will be highlighted in gray, You may select one of the names for an additional drop-down menu with the following options, Edit Organizational Unit, Cancelled Receipt, Organization Report, Receipts, Voided Receipts. 

By selecting one of the products names these additional options will be available for selection, Edit Product, Product Report, Products per Weekday, Receipts, Stock History, Stock Return Rates. 

Finally, you may export this report via PDF or Excel simply by selecting one from the top of the screen.