How to Create Stock Transfer Form

Overview:

Stock Transfer Form is used to transfer inventory from one (1) location to another location. This form will only be available if the Add-On module: Multi-Location is activated.

Scenario:

Transfer set of stocks to another location.

Solution:

1. On the Navigation Pane, go to Stock > Stock Transfers.

2. Click the ‘Add’ button to create a new transaction.

3. In the Stock Transfers form screen, fill-in the fields that will be included in the report.

The required fields are:

    ● Location to: where the stocks will be transferred.

    ● Date: date of the transaction.

    ● Details: stocks to be transferred.

4. Once done click Save. This will show the report based on the inputted information.

5. Once saved, to change any information click on Edit.

6. Once done, click ‘Preview.’ This will show the report based on the information provided by the user.

7. The generated report may also be exported by clicking the ‘Export To’ icon. This will show all the available file formats.

8. To Print, click the ‘Print’ icon.

Application:

You can now view the generated Stock Transfer form.