Overview:

Stock Transfers are performed when you need to move stock from one Stock Location to another. This is achieved by creating a batch in the desired period, and then adding transfer lines to that batch.

Screen Guide:

Batch List

Open

The initial screen lists existing transfer batches. To add one, click the  + New Batch button and follow the prompts, ensuring the batch date is within the period you want to make transfers in.

Batch Entry

Open

Once the batch is created, the above screen will display. You can add additional lines by clicking the + New button. Add as many lines as needed for each Stock and From/To Location combination.

• Date is the date the transfer transaction will be logged under.

• Stock allows you to pick from the list of active Stock List.

• From Location shows all available Stock Locations that have been listed under the Stock Item's Location Tab along with the current stock quantities. If the location doesn't appear here, ensure the item has been set up with the desired locations. This is the origin location and it only allows Locations on the Financial Company of the Batch.

• To Location shows all available Stock Locations that have been listed under the Stock Item's Location Tab. If the location doesn't appear here, ensure the item has been set up with the desired locations. This is the destination location. Locations in any Financial Company are allowed here.

• Quantity is the number of Stock you want to transfer

• Cost Rate is determined by the location settings.

• Cost is the product of the Quantity and Cost Rate fields.

Next Steps:

Once you have added all transfers for the period, ensure that the batch is closed and exported in Export Control. You can create additional batches in the same period if needed.