How to Transfer Stock directly and How to Create and Approve Requisitions

At the end of this article you will be able to;

• Transfer stock
• Create a requisition
• Approve a requisition
• Transfer stock using requisitions.
• Useful reports

There are two ways in which you can transfer stock to different stores, one option is a direct transfer, the second option is to create internal requisitions for approval prior to transferring stock.

To Transfer stock

Navigate to Material > Internal Transfers and choose your from and to store from the drop-down boxes. Press save.

In the item window right-click, add an entry, and choose the item(s) you wish to transfer from the drop-down box.

Add in the quality requested and press save. This will then automatically fill in the price and value according to the item set up.

To see the transfers on a certain day navigate to Reports > Material > Transfer and run the report for the day you looking for.

To see outstanding Transfer awaiting approval navigate to Reports > Materials > Requisitions

To approve the requisition.

Navigate to Materials > Requisitions to view outstanding Transfers.  Double click on the ID of the Transfer to view the details.  To complete the Transfer click the Convert button:

The relevant transfer can then be selected and the Transfer completed by select it from the left hand side of the following screen followed by the Convert button