Stock Transfer
The Stock Transfer module is used to move materials between different storage locations within the plant.
Unlike Material Requests, which are used to request materials, Stock Transfer performs the actual movement of stock by specifying the exact batch and quantity to be transferred.
1. Stock Transfer Dashboard (List View)
The Stock Transfer dashboard allows users to monitor and manage all internal stock movement transactions.
Key Features
| Feature | Description |
|---|---|
| Search & Quick Filter | Quickly find transfers using Entry No or location names |
| Refresh | Synchronize the list with the latest inventory transactions |
| Add New | Create a new stock transfer transaction |
Fields in the List
| Field | Description |
|---|---|
| Entry No | Unique identifier for the stock transfer |
| Entry Date | Date when the transfer transaction was created |
| Transfer From | Source storage location |
| Transfer To | Destination storage location |
| Status | Current state of the transfer |
Status Types
| Status | Description |
|---|---|
| Draft (DRFT) | Transfer is saved but not yet finalized |
| Transferred (TRANS) | Transfer completed and stock updated in both locations |
Actions
| Action | Description |
|---|---|
| View Items | View the list of parts and batches included in the transfer |
| Edit | Modify transfer details (allowed only in Draft status) |
| Delete | Remove a draft transfer entry |
2. Initiating a Stock Transfer (Add / Edit Form)
To initiate a stock transfer, click Add New from the dashboard.
Step 1: Header Setup
| Field | Description |
|---|---|
| Transfer From | Current session location (Read-only) |
| Transfer To | Select the destination location |
| Stock Type | Select the stock category (Production or Scrap) |
| Entry No | Auto-generated transaction number |
| Entry Date | Date of the transfer entry |
Stock Type Options
| Stock Type | Description |
|---|---|
| Production | Standard production inventory |
| Scrap | Rejected or scrap materials |
Changing the Stock Type will automatically clear the item list to maintain stock consistency.
Step 2: Adding Items (Batch Selection)
Stock transfers are batch-based to ensure accurate inventory tracking.
| Field | Description |
|---|---|
| Batch Code | Search by entering at least 3 characters |
| Part Name | Auto-filled after selecting batch |
| Part No | Item identification code |
| Barcode | Associated item barcode |
| Available Qty | Current stock quantity in the source location |
| Transfer Qty | Quantity to be transferred |
Validation Rules
- Transfer quantity cannot exceed available quantity
- Transfer quantity must be greater than zero
- Batch details auto-populate when selected
Step 3: Finalizing the Transfer
| Action | Description |
|---|---|
| Cancel | Discard changes and return to the dashboard |
| Save as Draft | Save the transfer without updating inventory |
| Execute Transfer | Finalize the transfer and update inventory in both locations |
3. Key Validations
The system enforces the following rules to maintain inventory accuracy.
| Validation | Description |
|---|---|
| Duplicate Batches | The same batch cannot be added multiple times in a single transfer |
| Required Items | At least one item with valid quantity must be added before saving |
| Stock Type Consistency | Changing Stock Type after adding items will clear the item list |
Use the Batch Code Search carefully to ensure the correct material batch is transferred.
Batch codes may represent specific heat numbers, production order references, or lot numbers associated with the material.