Stock Transfer
Transferring stock is only relevant if your system is set to use multiple locations. You can transfer stock between internal warehouses and bins, including Quarantine if enabled. The transfer of multiple items can be made at one time.
You cannot transfer a quantity that exceeds the total free stock in the source location.
Checks are also made on the effect the transfer will have on the stock levels set for the stock item at its current location. Warnings are displayed if the quantity being transferred from the source location:
- Causes the stock quantity to fall below the re-order level.
- Causes the stock quantity to fall below the minimum stock level.
Note: You cannot transfer an inactive stock item.
Moving Stock to Quarantine
The Rapid Stock Transfer screen can be used to move stock into Quarantine for inspection, by setting the To Warehouse location to your Quarantine location.
Moving Stock to Goods In Transit
The Rapid Stock Transfer screen can also make use of the Goods In Transit location, if enabled. If a Transfer Time is setup between the From Location and To Location, transferred stock is automatically transferred to the Goods In Transit location.
By then completing a Goods In Transit Check In against the original To Location, stock is transferred from Goods In Transit to this location.
To transfer stock
Open: Stock Control > Rapid Entry Stock Movements > Stock Transfer (Rapid Entry)
In the Default Values section, set any defaults which will apply to all lines as they are entered.
Date : The default Transaction Date.
Reference : The default Transaction Reference.
- This reference will be recorded in Stock History and Nominal Ledger postings (if applicable).
Second Ref : The default Transaction 2nd Reference.
- This reference will be recorded in Stock History.
From Warehouse : The default Warehouse location to transfer stock from.
- If no default warehouse is entered, it must be selected for each line.
To Warehouse : The default Warehouse location to transfer stock to.
- If no default warehouse is entered, it must be selected for each line.
In the Enter Stock Records section, record the details of each stock addition.
Code : Enter or select the Stock Item.
- Once entered, the Item Name and Stock Unit will be displayed.
Date : The Transaction Date.
- This date will be used for Stock History and Nominal Ledger postings (if applicable).
- If a default date was entered above it will default to that date; otherwise it will default to the current date.
Reference : The Transaction Reference.
- This reference will be recorded in Stock History and Nominal Ledger postings (if applicable).
Second Ref : The Transaction 2nd Reference.
- This reference will be recorded in Stock History.
From Warehouse : Select the Warehouse location to transfer stock from.
- If Multiple Locations is not enabled, the HOME location will be selected automatically.
From Bin : Select the Bin location to transfer stock from.
- If Multiple Locations is not enabled, the Unspecified location will be selected automatically.
Quantity : Enter the Quantity of stock to transfer.
- Up to five decimal places can be used unless the item is serial numbered, where it is limited to a whole number.
- If the item is traceable, the traceable details entry screen is automatically opened.
To Warehouse : Select the Warehouse location to transfer stock to.
To Bin : Select the Bin location to transfer stock to.
Transfer batch/serial numbered items
1. Select the batch/serial numbered items to be transferred by clicking the check box to the left of each required item.
2. Batch only: In the Quantity column, enter the amount required in the item’s stock unit.
3. Click OK to save the transfer record.
Tip: When dealing with batch/serial numbered items you can also use:
- Auto select: The system selects the items for you starting with the first item and continues in the order in which they are displayed until the required quantity is satisfied.
- Find: To search for batch/serial numbered items.
- Show details: To view details of Receipts or Allocations, such as the item’s supplier, goods received details, or allocation details.
- Refresh: To update the status availability of displayed items when items have been secured by other Sage 200c processes.
- Attributes: View attributes for the traceable item that have been set on the item’s product group.
See also
Related
Other tasks
