Stock Transfer List

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

transfericon1

▪On the ribbon, go to Stock > Transfer Stock.

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

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.

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.
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.

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.

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

Further information

Stock Transfer Comment Grid

Stock Transfer Header

Stock Transfer Reports

Stock Transfer Status

Stock Transfer Stock Grid

Add a Stock Transfer

Add Stock to a Stock Transfer

Cancel a Stock Transfer

Open a Stock Transfer

Stock transfer list