Stock Transfer
11. Stock Transfer
The Stock transfer feature is designed to help you to transfer stock between warehouses.
It’s available from menu Embedded ERP > Inventory Management > Stock transfer.
Here is described how to process a stock transfer.
1. Creation
To create a new stock transfer, access its main screen first (Embedded ERP > Inventory Management > Stock transfer).
Then once the grid is displayed, click on New button located at the top-right of the grid.
This will load a new screen called “Create new Stock Transfer” :
Here is the description of each field displayed on this screen :
| Field | Description |
| Reference | Name of the stock transfer |
| From warehouse | Warehouse which stock is taken from |
| To warehouse | Warehouse which stock goes to |
| Status | Stock transfer current status |
| Website | Not managed at the moment |
| Notes | Allow to add personal notes |
To be able to save the stock transfer, please fill all these fields, once done click on Save.
2. Add products
Now that the stock transfer has been correctly created and saved, you can start to select products to add.
To do it, a tab will be useful in the stock transfer interface : the Add products tab.
This tab helps you to select products to add to the current stock transfer.
Once the tab is opened, you should see a grid contaning all products associated to the “From warehouse” of the stock transfer.
Note
You can click on the link from the SKU column to access the selected product page.
Select products you want to add to the current stock transfer by filling the “Qty to transfer” field.
Once done, simply click on Save to add selected products to the current stock trasnfer.
3. Products tab
At anytime, you can see which products have already been managed by the current stock transfer, going into the Products tab.
This tab will display a products grid looking like :
4. Apply / Receive the transfer
Once your transfer is ready, you can apply/receive it using the “Apply” button.
All products from the transfer are listed. You can process the reception manually, using the + and - button on the right, or you can also use a barcode scanner.
A quicker way to receive all products is to use the “Fill all quantities” button.
At any time, you can see how many products have been processed and how many products are left to receive.
Once your reception is complete, just click on “Save”, ERP will create the stock movements to synchronize your stock.
Note
Products reception can be done step by step, meaning you don’t have to receive all of them at the same time.
To process products reception in multiple times, you simply need to repeat the reception process as many time as necessary.
Related Articles
Stock Take
10. Stock Take The Stock Take feature has been made to help you to check if your warehouse(s) physical stock matches with the ERP one for each product. If some stock discrepancies are found, the stock take will automatically correct them once ...Stock Discrepancies
Stock discrepancies Description This report is available from Stores > Configuration > Inventory Management > Stock Discrepancies by clicking on the Display button. It can be updated : Using the Update Report button at the top right corner, for small ...Stock Helper
Definition The stock helper screen has been designed to help you to optimize your products ideal & warning stock levels depending of procurement and sales history data. In this grid, you will find for each product one row by warehouse it is ...Mass stock editor
9. Mass stock editor The mass stock editor is designed to easily update inventory level and shelf location for products. It contains the following columns : Sku / Product / Status : Product information Qty in the warehouse : Physical quantity in the ...Supplier Stock Import
4. Supplier Stock Import Drop Shipping module brings a new stock import feature that will import stock from a CSV file into any “supplier warehouse”. This will help to keep a warehouse updated with your supplier stock to then allow it to be purchased ...