How to make a Stock transfer

User document: Stock Transfer Batch Entry

 Instructions

Stock transfers are processed in batches. You can choose to create a new stock transfer within an existing batch or make a new one.

Option1: Add new transfer transaction into an existing batch

1. Go to Stock \ Stock Movements \ Stock Transfers

2. Use filter to locate the preferred batch. Note that the batch status must be ‘Open' and not exported.

3. Click on the batch to open it.

4. Click on +New button.

5. Enter the date, stock item, source and destination and the moving quantity.

6. Repeat step 5 for any other moving stock if applicable.

7. Click on Save button and close the batch.

Option2: Add new transfer transaction into an new batch,

1. Go to Stock \ Stock Movements \ Stock Transfers

2. Click on +New Batch button.

3. Enter the date, reference

4. Pick the corresponding financial company.

5. Enter the note when necessary.

6. Click on the Create Batch button.

7. Close the popup.

8. Follow steps of Option 1 mentioned above.