Immediate Stock Transfers

Immediate Stock Transfers are used to perform an immediate, one-step transfer of stock between two locations, and print a matching transfer document. This type of transfer does not use an in-transit location.

To perform a quick transfer:

Select Stock Immediate Transfer from the Transactions menu. The following screen appears:
Click the New button to begin a transfer.
Specify the staff member performing the transfer in the By field.
Enter the From location and To location as appropriate. A warning will be given if the From or To location is the same as the ‘in-transit’ location. While this warning can be ignored, care should be taken with directly transferring to or from the in-transit stock location.
Enter a date in the Required field, to notify the other party of the date required.
Enter any relevant notes in the Notes field.
In the main grid, enter the required stock code, or enter ? and press TAB to open the stock item search window. Enter the requested quantity, and any comments for the stock line as required.
When all the items are entered, press the Process button to proceed. The following message is displayed:
To print a copy of the Stock Transfer Request from, click Yes.

The stock is transferred between the From and To locations immediately.