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Stock Transfers Overview | Zayls

by Zayls
6 years ago
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Stock Transfers Overview

Stock Transfer is the process of transferring inventory from one location to another. For instance, your business process is that all purchase orders should be delivered at the main warehouse for quality assurance or checking before allocating to other sub-warehouses; Stock Transfer caters to that process.

You can filter records in two ways:

  • Search by ST #
  • Using Filters

Search by ST #:

  1. Go to Search by ST # box at the top of the Stock Transfers list.
  2. In the Search by ST # box, type the number of the stock transfer you are searching for. The list will load the moment you stop typing.
ST1

Using Filters:

  1. Click Filters beside the Search by ST # box.
  2. The records can be filtered by Date From, Date To, Status (All, Planned, Transferred, Verified, and Voided), Source Location, and Destination Location.
ST2

Export Stock Transfers to PDF or Excel:

  1. In the Stock Transfers Overview, click Export. 
  2. There are three Export options: Export to PDF, Export to Excel, and Export to Excel (Detailed). Click your desired format. 
  3. Upon clicking your desired format, the file will be automatically downloaded to your computer. 
  4. You may also view the Export History of the report.

Related Article: Create or Edit a Stock Transfer