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Transferring Stock

  • It is required to have more than one warehouse in the account to input stock transfer operations. For more details, see the guide Add a Warehouse.
  1. Click on “Inventory” from the main menu.
  2. Click on “Products & Services”.
  3. Browse the desired product file.
  4. Click on the button “Transfer Stock”.
  5. Enter the required operation details as follows:
    • Requisition Data:
      • Date: Set the date and time to save the movement on the account.
    • Warehouse Data:
      • From Warehouse: Select the warehouse from which the product quantity will be transferred.
      • To Warehouse: Select the warehouse that will receive the transfer from the first warehouse.
    • Other Information:
      • Notes: Add any required notes in the dialogue box.
    • Items:
      • Quantity: Determine the added/deducted quantity of the product.
      • Available Before: The system will show you the product quantity in the warehouse before the transaction.
      • Available After: The system will show you the product quantity in the warehouse after the transaction.
  6. Click on the “Transfer” button.