This help guides you on how to manage product stock transfers using the stock transfer tool. Transfers between stocks can update stock information and automatically create transfer transactions in stock bookkeeping.
SISÄLTÖ
The stock transfer tool can be used to change the stock of products.
You can access stock transfer by going to: Products > Stock > New stock transaction
Stock transfer features
- Use only for product transfers between stocks
- Requires at least two stocks (No stock location is counted as a stock)
- One stock transfer automatically creates transfer transactions in stock bookkeeping for the source and target stocks
- The transaction value is set to the product's average price if the company uses running or weighted average price calculation
- The transaction value is set to the unit price of the product batch recorded in the stock with batch linking if the company uses FIFO calculation
Stock transfer fields
- Reference: Desired reference for the transfer. This appears in stock reports and allows drilling down to the transaction itself. This is mandatory information
- Transfer date: The day the transfer is actually made/done, the default is the current date. This is mandatory information
- Specification: Desired specification for the transfer
- Booking date: The day the stock transfer is made/recorded in Netvisor, the current day is automatically entered here
- Recorder: The person who made the transfer. This is automatic
- Add product: Only stockable products can be searched from the menu. If a product is selected that is stockable but there is no product in stock, a notification appears: "The selected product is not in stock"
- Source stock: The stock where the product is currently located. Only stocks containing the product to be processed are visible as source stocks. The stock-specific balance of the product is displayed after the stock
- Target stock: The stock to which the product is transferred. It is also possible to select the potential shelf location of the target stock under which the selected product is transferred
- Transfer quantity: The number of products to be transferred to the new target stock
- Batch handling: Displays information if batch handling is used in the company (Currently, the stock valuation method must be FIFO). After the stock transfer, batch linking can be changed manually. If the company does not use batch handling, no information about the stock transfer will appear in this field
- New stock row: This allows the previously selected product to be transferred to another stock at the same time. For example, first transfer 6 pcs of the product from stock A to stock B and by pressing this button, you can transfer 4 pcs of the product from stock A to stock C
- Save button saves the stock transfer.
The stock transfer creates two stock transfer rows in stock management. One row reduces the quantity of the product from one stock and the other row adds the same quantity of the product to the target stock. By clicking the stock row reference, you can directly access the stock transfer tool.
Mass changes
Stocks can be selected en masse from the arrow with a green background. If the selected product is not in the stock, a notification appears: Source or target stock could not be set.
Keywords: Stock transfer, stock transaction, target stock, source stock
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