How to work Stock Transfer system in Accoxi

Stock transfer is the act of moving goods from one part of the distribution chain to another.

Stock Transfer

Stock transfer is the act of moving goods from one part of the distribution chain to another. An internal purchase order is created for stock transfer between branches and warehouses. Accoxi provide Stock Transfer system to the users and it enable transfer of goods from Head Office to branch or from branch to head office or from branch to branch.

Stock Transfer

Key Features;-

  • It shows the details of stock transfer of the products along with source of transfer, destination, transfer type, reason for transfer etc.
  • User can easily identify the current status of the transfer. It shows the status as verified or cancelled. Cancelled transfer are indicates with color font.
  • It shows the pending quantity of each stock transfer and the amount details also.

Stock Transfer In Accoxi

 Click on the Inventory module and select Stock Transfer option.

 When click on the option Stock Transfer, then it opens to Stock Transfer Search page.

Stock Transfer

It consist of various menus and it shows the details of stock transfer of the products along with source of transfer, destination, transfer type, reason for transfer etc.

Data Available in Stock Transfer

       Fields

                                Description

Date

The date field shows the date of stock transfer.

Source Reference No

Source reference number helps the user to identify transfer in records and it will be the continuation of the previous transfer form.

Source

This field shows the source of the transfer. Source is the place, from which the stock originates or obtained.

Destination Reference No

Destination reference number helps the user to identify transfer in records and it will be the continuation of the previous transfer form.

Destination

This field shows the destination of the stock transfer. Destination is the place which the stock is going or being sent.

Transfer type

It shows the type of stock transfer whether it is Inward or Outward.

Reason

This field shows the reason of the stock transfer. The reason may be normal stock transfer or damaged.

Pending quantity

It shows the value of pending quantity of the product while stock transfer.

Amount

This field shows the total amount of particular stock transfer. 

Status

It shows the actual status of the stock transfer. It may be pending, verified, partially verified or cancelled.

Menus Available in Stock Transfer Search

When click on the option Stock Transfer, it opens to Stock Transfer Search page. It consist of various menus and details of stock transfer.

Menus Available In Stock Transfer Search

       Fields

                                               Description

Filter

The user can filter the Stock transfer details in two ways. Either can directly enter the transfer name in to the search bar near filter option or by clicking the filter menu. By clicking the filter option, user can filter the data by transaction type, source and data. User can filter the data by status and by date also. By clicking on the status option, need to select the status of the transfer. By clicking the by date option, need to enter the starting date along with the end date of the stock transfer, and then the data appears on the basis of the date entered.

 

       

Refresh

If the latest data is not displayed, click on the refresh icon on the top right corner of the page to fetch the new data.

 

                       

+New Stock Transfer

The user can add a new stock transfer by clicking on the menu, +New stock transfer. While clicking on the menu, it opens to new form of stock transfer and user needs to enter the details to create new transfer.

 

             

 

Export

The stock transfer list can be export to Excel format. Click on the Export button at the top right corner near the +New button. Select the file location and click on save.

 

View

This menu option helps the user to view the created stock transfer form by clicking the view sign. While clicking on the view icon, it opens to Stock transfer view page.

Settings

This menu includes two options, Edit and Verify. Edit option will helps the user to edit the stock transfer form before its verification. Edit option will visible only before the stock transfer verification. After verified the transfer, user can’t edit the form and the edit menu will be disable.

                

Verify is the option that using for the purpose of verifying the transferred stock to inward the stock. Verify option will visible only in the case of stock inward time and not visible in the case of stock outward.

By clicking on the Verify option, it opens to Stock Transfer Inward page and a new column will appear on the table with marking options. To verify the stock, user need to click/marking on the box, after marking the option, need to click on the Update menu to save the changes. Then transfer status will be change to Verify and if the user not marking, the status of that transfer will be show as pending.

 

 

Cancelled

Cancelled stock transfers are displays with color format. Red color indicates the cancelled transfer.

 

 

Pagination control

It controls the page navigation and the page size. Page size can be set to 10, 20, 50 or 100. And by giving page number in the box and clicking on Go button. It jumps to the said page.

 

 

 

Exit

Below the pagination control, there is exit button. If you want to exit the stock transfer search page click on exit button.

 

        

 

 

Steps to Create New Stock Transfer

  • Click on Inventory module and select the option Stock Transfer.
  • Stock Transfer page will appear on the screen, then click on +New Stock Transfer menu on the top right side of the page.
  • After select the option, new form of stock transfer page will appear on the screen. User need to select the date, destination, transportation mode and reason of the stock transfer.
  • Then enter the product details that want to transfer along with the quantity.
  • After entering the details, click on the Save option to create stock transfer.

 

New Stock Transfer

     Fields

                                              Description

Reference number

Reference number helps the user to identify transfers in records. It will be automatically appear on the bill form and user can’t edit the reference number, as it will be the continuation of the previous stock transfer.

Reason

User need to select the reason of the transfer on this field. By clicking on the select option, available options will appear and user can select reason as damage or stock transfer.

Transportation mode

User need to select the transportation mode for the stock transfer on this field. Four types of modes are available;- road, rail, ship, air. By clicking on the select option, user can select the required one.

Vehicle No.

In this field user needs to enter the registration number of vehicle that using for the stock transfer.

Date

Date will be automatically appear on the date field and it may be current day date. If the user want to change the date, it can be done by clicking on the date menu and can select required date.

Destination

User needs to enter the destination of the stock transfer on this field. Destination is the place which the stock is going or being sent.

Place of Supply

In this field, user needs to enter the place of supply.

E-way Bill No.

User can enter the E-way bill number on this field.

Product

In this field, user can enter the products for transfer.

Batch

When the user enter the product name, need to press Enter and then the batch will appear on the product and enter the batch also.

Quantity

In this field, user needs to enter the required quantity for transfer the product.

Rate

Rate of the product will automatically appear on the field after select the product. User can’t edit the rate on the field.

Amount

Amount of the product will automatically appear on the field after select the product for create stock transfer. User can’t edit the amount of the product as it already fixed and the field were blocked.

Delete  

This menu helps the user to delete the un-wanted items after enter the products on the field.

Save

Click on the Save menu to save the details that entered and to create stock transfer.

Clear

Clear menu is for clear or remove the details and for cancel the page.

Exit

Exit menu is using for go to the previous page without saving the stock transfer form.

Menus Available in Stock Transfer View

After create the stock transfer form, click on the save option to create the stock transfer and it opens to Stock Transfer View page. It consist of various menus and options.

Stock Transfer View

   Fields

                             Description

History

This menu helps the user to obtain the history details of the stock transfer.

It shows the details of stock transfer along with the date and User can add comments on the comment box if require.

Zoom In

User can use zoom in menu to magnify the stock transfer view screen if require.

It enable the user to make the form view in bigger size with multiple levels.

Zoom Out

Zoom out menu enable the user to minimize the view form from bigger to smaller size.

Paper Size

 

There are three types of paper size menus available on the top side of the stock transfer view form and the user can select appropriate paper size format from paper size A4, paper size A5 and paper size letter.

Edit

This menu helps the user to edit the stock transfer-outward form. By clicking on the menu, it opens to the page of stock transfer-outward and user can edit the stock transfer order. After edit the form, click on the update menu to save the changes.      

Export to PDF

This menu enable the user to export the Stock transfer form to PDF format and can save in the system.

When the user click on the PDF menu, a new tab will appear for save the file. Then user can select the location to save the file, can set a name and click on save button to save the file as PDF format.                                                                                         

Print

If the user want to take the print out of the stock transfer form, it can be done by using the menu Print on the top right side of the stock transfer view.

When user click on the print menu, a new tab will appear on the screen and it contains the details regarding the print. User can set the page range, page height, width and can enter the required number of copies here. By clicking on the Print button, user gets the print out of the stock transfer form.

Email

Email menu enable the user to send the stock transfer form.  By clicking on the Email menu, a new tab will appear that regarding the details of sending mail.  It include To id, CC, subject and content.

More Options

This menu include cancel option of the stock transfer. User can cancel the stock transfer by clicking on the cancel option.

Frequently Asked Questions?

01How do I filter my stock transfer data?

  • Click on inventory=> stock transfer => stock transfer search will open

Filter option is available below the stock transfer search bar at the left hand side. Stock transfer can be filtered based on transfer type, source, and status and by date. Either you can give any of the said criteria directly into the search bar near filter option or by clicking the filter down arrow option you can give the details into the fields directly.  

02How do I create a new stock transfer from head office to branch?

  • Select the branch as head office from the branch selection drop down list at the top of the screen.
  • Click on inventory=> stock transfer => stock transfer search will open
  • Click on new stock transfer button.
  • The new stock transfer button opens into stock transfer outward form
  • Select the branch name to where the stock is need to be transferred from the destination drop down list.
  • Fields marked in red are to be mandatorily filled by the user.
  • After that click on save

03How to export the stock transfer details?

  • Click on inventory=> stock transfer => stock transfer search will open
  • Click on the Export button at the top right corner near the +New button. Select the file location and click on save.  

04How to view the details of created stock transfer?

  • Click on inventory=> stock transfer => stock transfer search will open
  • Click on the eye button at the right side of the table of the corresponding stock transfer which denotes “view”
  • Then stock transfer view will open and user can view the details of the item request

05How to edit a created stock transfer?

  • Click on inventory=> stock transfer => stock transfer search will open
  • Click on the more button at the right side of the table of the corresponding item request and select edit
  • And user will be redirected to stock transfer outward page
  • Make necessary changes
  • And click on update to save the changes