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Jim2® Business Engine Help File

Navigation: Jim2 Functions > Stock > Stock Transfers

Stock Transfer List

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To create a new Stock Transfer form you first need to access the Stock Transfer List.

 

transfer stock icon

 

To access the Stock Transfer List you will need to select the Transfer Stock icon in either one of these ways:

Select the Stock Tab of the ribbon and then select Transfer Stock

In the Nav Tree, right click on Stock and select Transfer Stock

stock transfer list

Sorting, searching and grouping are all available as per other lists in Jim2. Click on the column header in the grid you wish to sort, then drag it to the Group By area to group.

drag transfer

You will now see the Stock Transfer List – there are a number of fields within this screen which are detailed below.

 

List Header Fields

Field

Explanation

Transfer#

Stock Transfer Number.

Status

The status of the Stock Transfer.

Type

By location, bin, or initial setup.

Due Date

Estimated date the Transfer will arrive.

From Location

The location you want to transfer stock from.

Date From

Use this to select the dates you want to locate the Stock Transfer from.

To Location

The location you want to transfer stock to.

Date To

Use this to select the date you want to locate the Stock Transfer to.

Branch/SubBranch/GL Dept

Select the Branch, Sub-branch, GL Department (if applicable) to transfer stock from.

Stock #

Use this to select the Stock Code.

Attributes

Use this to further filter your list to only include stock with a particular attribute.

Group

Select Group or Non Report Group as required.

 

Stock Transfer Grid

transfer grid

 

Field

Explanation

Transfer #

Stock Transfer Number.

Status

The status of the transfer.

Type

By location, bin or initial set up

Date

Date the Transfer was entered or finished.

Due Date

Date the Transfer is due

From Location

The location the stock was transferred from.

To Location

The location the stock was transferred to.

Branch

From Branch

 

Buttons

There are five buttons at the bottom of the Stock Transfer List:

 

Add

Adds a new Stock Transfer.

Edit

Opens the selected Transfer in Edit mode.

View

Opens the selected Transfer in View mode.

Run

Run the List using any filters selected in the header.

Cancel

Closes the Stock Transfer list.

 

From the Report menu on the ribbon, you can produce a Stock Transfer List report for printing and reviewing.

 

Further information: