... is realized through the form Stock transfers in the Inventory application. So, if you want to restock an item(s) (i.e. move from one stock to another), click on the Stock transfers view page in the INVENTORY module. This will provide you with an overview of all transfers that have been implemented, canceled or are pending in the past. (Individual cases are recognizable by the different coloring of the field to the left of the pencil icon in each line of the list). To edit an existing record, click the pencil icon for that record. If you intend to make a new transfer, click the New stock transfer button. In both cases, you call up the Stock transfer form, with the help of which the transfer can be made. We will now discuss its content in more detail.
Similar to other forms, some items here are marked with an asterisk, which warns you that filling in the given item is mandatory. In this form they are:
- From stock, To stock... select the stock from which you want to transfer and the stock to which the item should be transferred from the drop-down menu.
- Date... enter the transfer entry date from the calendar (or manually).
The Transferred and Stock clerk fields are filled in automatically.
- Friendly name... give the stock trasnfer a suitable name so that it is easily searchable in the stock tranfer list.
- Contract... if the given item is associated with a contract and you want to assign it to it, press this button and select the corresponding one from the list of contracts. (Can be deleted later.)
In the next section, you add items to the list of restocked items. So all of them must be in the stock that you selected from the drop-down menu From stock, and if they have the status Active (i.e. their minimum and maximum limit is followed, if specified), the number of restocked pieces (or other measuring units) of the item from the stock must not cause the number of pieces of goods in the source stock to fall below this limit (otherwise the restocking will not be carried out).
In the Add item field, enter the number of pieces of a certain item you want to convert. Next, press the button Add item to note...
Make sure that you have created a stock card for the given stock item at the target stock. For now, save the transfer form (click the Save button) and look for the stock item you want to restock in the Inventory items view page. Click on the pencil icon and in the Inventory item form that opens, check in the Stock cards table whether a stock card has been created for the given item and the given stock. If it is not in the source or destination stock, a card must be created in that warehouse. You do this by selecting the appropriate stock from the drop-down menu (available warehouses are defined in the Warehouse form, which can be accessed via the Warehouses preview page) and pressing the Create card button. This creates a stock card for the item in the selected stock, which you are informed about by a new entry in the Stock cards table.
Go back to the transfer form again – open the Stock transfers view page and select the relevant stock transfer in the list of stock transfers (use the date of creation and the description of the stock transfer as a hint). Click on the pencil icon to launch the form you left a moment ago. In it you can edit all the data and add more items to restock. You update the table of Stock tranfer items by pressing the Update button. Once you have filled out the form, press the Save button. If you want the restocking to be carried out immediately within the system, check the Transfer box beforehand. This will make the transfer appear in the list of stock transfers as transferred (it will have a green field on the left edge of the table). However, the transfer can be canceled either temporarily (you call up the form again and check the field Cancel transfer) or permanently (you press the button Delete at the bottom of the form).
If you have the option Use bar codes activated (in the form Basic settings), you must specify for each stock item which piece of the given item will be restocked. If you have it available, you can use a reader to read its barcode into the Barcode field and after pressing the Add an item with selected barcode... button, select the item in the Picker. If you don't physically have the piece with you and you don't know its barcode (which you would add to the table Stock transfer items), the situation is a bit more complicated. Save the stock transfer form and in the Goods received notes view page, look for the goods received note with which you received the goods into the stock. Open it and look for the piece in the Goods received note items table. Click on the pencil icon in the record line to open the Goods received note Item form. From the Barcode field, copy the barcode of the item in question. Then insert it into the Stock trasnfer items table. If you accidentally deleted the goods received note, all is not lost. You will most likely find the item in question in the Stock book view window. This window contains all records of all movements in the stock (receipts, releases, restocking) and it is very likely that you will find a record associated with the given item here (for example, as a receipt), but this window is somewhat less clear (due to the number of records).
The stock tranfer can also be visualized in PDF format (and possibly saved for later use). In the Options section, click the Print stock transfer button. After processing, information about the created print set will be displayed at the very bottom – it is in the form Stock transfer number of print transfer.pdf (size in kB). If you click on this generated link, the converter will open in PDF format.