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Stock Transfer

The Stock Transfer module is used to manage the physical movement of materials between storage locations within the plant.

Unlike Material Requests, which indicate demand, a Stock Transfer records the actual movement by specifying the exact Batch and Quantity being transferred.

1. Stock Transfer Dashboard​

The dashboard provides a real-time overview of all internal stock movements.

Status Types​

StatusLabelDescription
DRFTDraftThe transfer is saved, but inventory is not yet deducted from the source location.
TRANSTransferredThe transfer is completed. Stock is deducted from the source and added to the destination location.

2. Creating a Stock Transfer​

To initiate a transfer, navigate to:

Transaction → Stock Transfer → Add New

Step 1: Header Configuration​

  • Transfer From: Automatically set to your current session location (read-only).
  • Transfer To: Select the destination warehouse or production line.
  • Stock Type:
    • Production → Standard items
    • Scrap → Rejected materials

⚠️ Important
Changing the Stock Type after adding items will clear the item list to maintain data consistency.

Step 2: Batch-Based Item Entry​

Stock transfers are batch-driven to ensure full traceability (Heat No, Lot No).

Process:​

  1. Batch Search
    Enter at least 3 characters in the Batch Code field.

  2. Auto-Population
    On selecting a batch, the system automatically fills:

    • Part Number & Part Name
    • Item Barcode
    • Available Quantity (real-time stock at source)
    • UOM (Unit of Measure)

  3. Scrap Handling
    For Scrap transfers:

    • If a batch contains multiple scrapped parts,
      the Part Number field becomes editable
      to select the correct material.

Step 3: Quantity Validation​

The system performs real-time validation on the Transfer Quantity:

  • Zero Check → Quantity must be greater than 0
  • Availability Check → Cannot exceed available stock
  • Request Check → Cannot exceed requested quantity (if linked to a request)

3. Finalizing the Transaction​

Before completing, review the Total Transfer Quantity in the table footer.

Actions​

  • Save as Draft

    • Saves the transfer without affecting inventory
    • Status: DRFT

  • Transfer

    • Executes the stock movement
    • Updates inventory instantly
    • Status: TRANS

Summary​

The Stock Transfer module ensures accurate and reliable inventory movement across locations.

Key Benefits​

  • Batch Traceability
    Every transaction is linked to a specific heat/lot number.

  • Real-Time Validation
    Prevents invalid or excess transfers.

  • Stock Segregation
    Maintains clear separation between production and scrap inventory.

  • System Integration
    Supports both manual transfers and request-based transfers.