Stock Transfers
- The transfers feature is used to record Stock being moved from one Location to another e.g. warehouse to storefront.
How to view Stock transfers
Viewing Stock transfers
Select Stock / Transfers from the Main section of the pulse menu -
Note
This is an example screenshot of the pulse menu.
Position of the menu items within pulse will vary according to available options and dependant on personal screen resolution.
or from the Main Menu select Stock then Transfers -
or enter Stock transfers in the Quick Launch Side Menu.
This will then show the Stock transfers on the system where normal customisation of Sets can be used. Also, depending on User roles, the My/All option will be showing.
Doc #: The document number.
Stock date: The date the transfer was made.
From location: The location the stock was transferred from and to.
Tip
To modify the columns displayed, select
on the top right of the page, then tick/untick the information you want to hide or display.
Create a new Stock transfer
Create Stock transfer
Select Stock transfers from one of the options as shown above in Viewing Stock transfers.
Select either New or New (from template) - from the drop down menu.
Enter Description and Legal entity.
Add line information.
- Product: This is the Product being transferred.
- Unit: This is the Unit to measure the Product
- Qty: This is the quantity of the Product being transferred.
- Unit price: This it the price per unit of the Product.
Select Submit to complete creation.
How to copy Stock transfers
Copy Stock transfers
If you are regularly repeating a stock transfer, you can copy a pre-existing one rather than creating a new one every time.
To do so, select the stock transfer that you would like to copy then press Copy.
Updated December 2024