Stock Transfers

On the Stock Transfers screen you can get information about your stock transfers. You can also filter the results based on different criteria. The screen is divided into three main sections: Header (1), Filter (2) and Result (3).

Within the Header (1) you can find a button that allows you to create a new stock transfer.

There’s also a blue magnifier button that’s used to show and hide the Filter section –

When the Filter (2) section is shown, on the left side you will find two radio buttons – Stock Transfers and Lines of stock transfers. They change the way you see the results below in the Result (3) section.

  • If Stock Transfers is selected, your result section shows information about each stock transfer document.

  • If Lines of Stock Transfers is selected, your result section shows a row for each particular line of a stock transfer. For three different items within the same document, you would see three separate lines.

The rest of the buttons within the Filter section allow you to filter based on something specific like a Date range, Status, From Warehouse, To Warehouse. Most of them are drop down menus where you can select your filters. The different options are described in the table below:


OptionMeaning
Date range (From, To)Allows you to filter your results based on the date of the stock transfer
StatusAllows you to choose to filter the results by status. The choices would be Confirmed, Active, Cancelled
From WarehouseAllows you to choose a warehouse from where the stock transfer was made
To WarehouseAllows you to choose a warehouse to which the stock transfer was made

After choosing the filters you want, you can use the grey magnifier button – , to apply your filters and get your results. Based on your Filter (2) section, the Result (3) section will be visualized differently. 

When the Result filter is set to Stock Transfers, the Result (3) section will show you the stock transfers that happened based on your filter criteria, one stock transfer on each line. The system will show you the following columns:

ColumnMeaning
Document NumberShows the number of the stock transfer
DateStock transfer date
From WarehouseShows the warehouse from which the stock transfer was made
To WarehouseShows the warehouse for which the stock transfer was made
Linked TransactionsShows the linked transactions (if any)
DescriptionShows the description of the stock transfer (if any)
CommentShows additional comments (if any)
QuantityShows the quantity that has been transferred
CompletedShows the completed transfers
Stored inShows the stored in items


Plus a few extra buttons:

ButtonMouse over textMeaning
LinesShows you more information about the particular line – ID, Name, Quantity, Stored In, Completed
Edit DescriptionAllows you to edit the description of each line
More infoOpens more info – the stock transfer record

When the Result filter is set to Lines of Stock Transfers, the Result (3) section will show you a line for each particular line within the stock transfer. The information will be shown with the following columns:

ColumnMeaning
Document numberSame as above
DateSame as above
From WarehouseSame as above
To WarehouseSame as above
IDShows the ID for each Item
NameShows the Name for each item
BrandShows the Brand of each item
DescriptionSame as above
UMShows the unit of measurement selected for each item
QuantitySame as above
CompletedSame as above
Stored inSame as above


Plus a few extra buttons:

ButtonMouse over textMeaning
Record ItemShows more information about the particular item
More infoOpens more info – the stock transfer record
Редакция