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Stock Transfer Process

The Stock Transfer Process enables users to move inventory from one location to another, with or without pricing. It supports detailed item entry, draft saving, pick initiation, and delivery confirmation.

Steps to Perform Stock Transfer​

1. Click Add New​

Initiate a new stock transfer by clicking the Add New button.

2. Select Transfer To​

Choose the destination location where the stock will be transferred.

3. Enter Item Details​

Fill in the required fields for each item being transferred:

  • Item Name
  • Item Code
  • UOM (Unit of Measurement)
  • Transferred Quantity
  • Total Price (only for transfers with pricing)

4. Save the Row​

After entering item details, click Row Save to add the item to the transfer list.

With Pricing​

For transfers that include pricing:

  1. Enter the Total Price for each item.
  2. After row save, click Save to record the transfer.
  3. The transfer is now in Draft status.
  4. Initiate the Pick process.
  5. Once picking is completed, the transfer status moves to Delivered.

Without Pricing​

For transfers without pricing:

  1. Skip the Total Price field.
  2. Follow the same steps: Row Save → Save → Draft → Pick Initiate → Delivered.

Conditional Flow (Pick After Quantity Confirmation)​

In some workflows:

  • After Pick Initiate, the system waits for Picked Quantity to be updated.
  • Once the Picked Quantity is received, the transfer status automatically moves to Delivered.

Key Highlights​

  • Supports both pricing and non-pricing transfers.
  • Tracks status from Draft to Delivery.
  • Allows monitoring of pick status before delivery.
  • Ensures accurate stock movement between locations.