Stock – Transfers Between Stock Codes

Purpose:
Transfers are used when a quantity of stock is to be transferred from one stock code to another where it has been incorrectly identified on receipt. The quantity cannot exceed the Free Stock (stock levels cannot be reduced below zero by this transaction). Transfers are recorded as Issues from the selected stock item and Receipts into a target stock item.

Stock is moved from a Source Code to a Target Code.

Processing:
On the main menu click Stock > Movements > Transfers to open form.
Complete the form – see Transfers form – below
Click OK to update records, and;
Print transaction as required – see Printing Reports.
Close form.

Select the source code (The items to be transferred).

Date: Either: Manual entry formatted as DD/MM/YY. Type over the parts of the date you wish to change – the system will skip over the “/” part itself. If the date you enter is invalid; the cursor will return to the start of the date and await a valid entry, or;
click on the field to highlight data – white on a blue background – then right click to open the Calendar Menu – see Dates and Calendar.

OK: Display Warning Message box – Stock could go below minimum level/Negative – Click Yes to accept and update record or;
Click No to return to form without update.
Message Box opens – Print transaction? – Click Yes to open Select Output Form.
Select Print/printer to use/Display/export report to a specified file format.
Click OK to Print/Display/export report.
Close form. Record is updated and transaction appears on Stock Enquiry form.