How to add Simple Stock Transfers

Introduction

This guide explains how to do Simple Stock Transfer from one Outlet to another outlet without adding details of the stock.

Assumptions

• Your outlet must have Head Office permissions to transfer stock in this way.
• The receiving outlet must have permissions to receive stock without description and break down from detail.
• That the transfer is in the same financial period
• You may not transfer Stock Items to a closed period

Where to find this

Select STORM - Stock Transfers - Add Simple Transfer

Step-by-step guide

1. Click on the correct week in which the transfer is to be recorded in.
2. Click ADD SIMPLE TRANSFER( See Related Guide on Detailed Stock Transfer )
3. Complete the page as requested:
   1. Date : This dropdown will have all days of the selected week
   2. Department : Select the correct Purchasing Department
   3. Category : This refers to the Stock Category the items are related to
   4. Amount: Enter the value of the transferred goods
   5. Outlet : Outlet you are transferring the materials to
   6. Outlet Department: Select the purchasing Department in receiving Outlet
   7. Notes: Enter notes that will help identify these stock items,
4. Click 'Add Transfer'

The Weekly Transfer Summary page will appear with all of the transfers for the week, as displayed below.

NOTE: You cannot change the amount you have entered when you are using Simple Stocktaking

Once you have completed the transfer the receiving outlet can receive the stock items to complete the transaction.