Stock Transfer Order

Stock Transfer Order (used by warehouse supervisors) is a special way of transferring products from one warehouse to another. Stock transfer between warehouses, of the same company, may be required for several reasons which include maintaining equal stock in all warehouses, to distribute stock for a peak period sale and so on.


In DEAR POS, Stock Transfer Orders are used to create orders to transfer stock between different warehouses, reorder stock from another warehouse or a supplier and to create orders to order all the products of a family in one go. 



Prerequisites: 

  • Your login must have at least two warehouses.
  • The source warehouses, from where you want to transfer stock, must have one or more products in stock. 


Creating a new Stock Transfer Order


1.  Login to POS. 

2.  Click on the menu icon  on the top left corner and navigate to Inventory > Stock Transfer.


The Stock Transfer page will be displayed.




The Stock Transfer page has options to view the drafted stock transfer orders under DRAFT, stock orders which are completed under COMPLETED and stock orders which are canceled under CANCELLED.


3.  Click +New Stock Transfer.


The Add stock transfer page will be displayed. 




4.  Select the warehouse from which you want to transfer stock from the drop-down list of From field and the warehouse to which you want to transfer stock from the drop-down list of To field. 


5.  Select the date when the products should be delivered to the selected warehouse in the Effective Date field.


6. Click +ADD to add the products you want to transfer and Select a product to transfer pop-up will be displayed. 



Methods of Product Transfer


There are 4 options in this pop-up through which you can select products to add to stock transfer order: 


A. SINGLE: You can select a single product or single product family using this option, to add to the stock transfer order. If you want to choose a single product/product family, select the desired product and click Close.


NOTE: An entire product family is shown as a single product in this option.





B.  AUTOMATIC: You can scan the barcode or SKU or Batch/Serial number of the product, you want to add to the stock transfer order, using this option. Click Ready to scan and scan the barcode of the desired product to add it to the stock transfer order.




 

C. INVENTORY: You can scan the barcodes of several products, save them in the scanner memory and dump all the scanned barcodes in one go using this option. You must enter one barcode per line, in this field, and click Add.


 

D.  Manual: You can manually enter the barcode of the product that you want to add to the stock transfer order using this option. Enter the barcode and click Add


  • If the added product is a single product, information of the single product will be displayed. Enter the quantity of the added product that you want to transfer in the Transfer Quantity field and click Add.



The entered quantity of the product is added to the stock transfer order.


  • If the added product is a product family, information about the product family will be displayed. Enter the quantity of the added product that you want to transfer in the Transfer Quantity field and click Add.



The entered quantity of the product is added to the stock transfer order.


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Adding Product Variants from Product Family to Stock Transfer Order


1.  Login to POS

2.  Click on the menu iconon the top left corner and navigate to Inventory > Ordering.


The Stock Ordering page will be displayed.



2.  Click +Order.


The New Order pop-up will be displayed.



3.  Click Warehouse


The New Stock Transfer Order page will be displayed. 



4.  Select the warehouse from the drop-down list from where you want to order the stock in the From field and the warehouse from the drop-down list to where you want to transfer the stock to in the To field. 


5.  Select the date when the stock should be delivered in the Effective Date field. 


6.  Click +


The Select a product to order pop-up will be displayed. 





7.  Enter the product family barcode or SKU or Batch/Serial number in the Ready to Scan field and press Enter. 


The product family details are displayed. 


8.  Click Add. 


9. Click Close. 


The selected product family is added to the stock transfer order.



10.  Double click on the product family row in the Stock Transfer Order. 



The Ordering for Family pop-up will be displayed. Enter the required quantities of each variant of the products in the selected family and click Update.



The Transfer Quantity is updated in the Stock Transfer Order. Click Save and the stock transfer order is saved.


Note: Clicking Void will reverse all the transfers, in the stock transfer order, and change the transfer status to Voided.

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Reordering Products


1.  Login to POS

2.  Click on the menu iconon the top left corner.

3.  Navigate to Inventory > Ordering


The Stock Ordering page will be displayed. 


4.  Click +Reorder. 


The Reorder products pop-up will be displayed.



5.  Click All Low On Stock to reorder all the products for which the stock status is low. 


All the products are added to the stock transfer order. 



6. Double click on the product to make changes to the Changes to the Quantity. 

  • Users can individually set order Quantity or click on set to all to add an equal number of units to all product types.

     

Click Apply and the stock transfer order is saved.


7.  In a similar manner, click Only Available to reorder only the products that are available in the selected warehouse. 


All the products are added to the stock transfer order. 



8.  Click Save and the stock transfer order is saved.

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