stock transfer list

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To create a new stock transfer, first create a Stock Transfer list in either one of these ways:

 

transfer stock icon

On the ribbon, go to Stock > Transfer Stock.

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

stock transfer list

Sorting, searching and grouping are available as per other lists in Jim2. Select the column header in the grid, then drag it to the Group By area to group.

drag transfer

 

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

Select the transfer type.

 

tsfr list type

From Location

The location to transfer stock from.

Date From

Use this to select the dates to locate a stock transfer from.

To Location

The location to transfer stock to.

Date To

Use this to select the date up to which to locate a stock transfer for.

Branch/Sub Branch/GL Dept

Populating these fields will return a list for all transfers from these areas.

Stock #

Use this to select the Stock Code.

Attributes

Use this to further filter the list to only include stock, and also 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.

 

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, produce a Stock Transfer list report for printing and reviewing.

 

tsfr list report

 

Further information

Stock Transfer Comment grid

Stock Transfer Header

stock transfer list

Stock Transfer Status

Stock Transfers

 

How to

Add a Stock Transfer

Add Stock to a Stock Transfer

Cancel a Stock Transfer

Open a Stock Transfer