Create or Edit a Stock Transfer | Smarter Sales & Inventory Management | Zayls

by Joseph Aquino
2 years ago
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Knowledge Base Inventory | Create or Edit a Stock Transfer

Create or Edit a Stock Transfer

Create a New Stock Transfer:

  1. In the Stock Transfers Overview, click New Stock Transfer.

2. In the New Stock Transfer window, enter the Source Warehouse, Destination Warehouse, Item, Quantity, and Remarks.

The Remarks is an optional field.

The stock quantity of the product in both destination warehouse and source warehouse are displayed underneath the product name.

3. Once you are done, click Save to save the transaction and make the status as planned or Save & Transfer to save the transaction and process the items and its quantities or Cancel to terminate the form.

4. A successful message will appear and you can click the successful message to create another stock transfer transaction.

Edit a Stock Transfer:                

Zayls allows you to edit a Stock Transfer details to keep the system updated.

  1. Select an existing Stock Transfer that you want to edit.
  2. Click Edit.

3. Edit the desired details you want to update and once you are done, click Save to save the changes or Cancel to retain the original details. A message will appear if the stock transfer is updated successfully.

Transfer the Planned Stock Transfer Transaction:

A planned transaction is caused by just clicking the Save instead of Save & Transfer when creating a new stock transfer transaction.

  1. Select an existing Planned Stock Transfer record that you want to transfer.
  2. Click Transfer.

3. A successful message will appear if the stock transfer transaction is transferred successfully.

Add Comments in the Stock Transfer:

The Zayls Team allows you to leave important messages to keep everyone informed.

  1. In the Stock Transfer record, click the Comments tab.
  2. Enter your message in the Comment box.
  3. You may also add attachments such as photos or files.  Click Add attachment below the Comment box. A Dialog box asking the location of the file will appear. Click the file you want to upload and then click Open.
  4. Once finished, click Post. A successful message will appear, and the new message will display on top of the conversation.

Edit or Delete a Comment:

  1. Find the comment you want to edit or delete.
  2. Click .
  3. Choose Edit to change the message or Delete to remove the message.

Only accounts with admin account type can delete comments made by other regular users.