Show/Hide Toolbars

Jim2® Business Engine Help File

Navigation: Jim2 Functions > Stock > Stock Transfers

Add a Stock Transfer

Scroll Prev Top Next More
transfer stock icon

 

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

Go to Stock > Transfer Stock.

In the navigation tree, right click on Stock and select Transfer Stock.

stock transfer list

You will now see the Stock Transfer list. Click Add at the bottom of the list.

add stock transferA

 

Tip

You will see some letters underlined in the field names within the header, eg. Status. Using Alt+ the underlined letter will jump you to the field beside that heading.

The Stock Select screen will show the stock code, description, quantity on hand and prices. You are able to run searches through this screen to locate the stock you require by setting up search filters. Once you have set up the search filters, click Apply to apply the filters.

 

Info

You can also add comments to transfers when on the Transfer status.

 

warning1

You cannot transfer non depleting stock or stock that is linked to a job (by a job number on the purchase order).

 

Once you have located the correct stock highlight the stock and click Show All Locations. This will show you the quantity of that stock in each different location. You should now choose which location you want to transfer from and to.

 

Further information: