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5 | Stock List for Stock Transfer

This article covers the basic principle of Stock List for Stock Transfer and how it can be pre-created, so they can be used in performing relevant Stock functions.

This article covers the basic principle of Stock List for Stock Transfer and how it can be pre-created, so they can be used in performing relevant Stock functions.

Prerequisites

  •  To access and edit Stock List, the applicable Operator Privileges will need to be enabled:
    • Operator Maintenance 'Stock Control' Tab
      • Transfer and Adjustments: Transfer List Only
  • When this is turned on, the operator can only transfer products from a Transfer Stock List and the Product Tree will not be available

Setup Configuration

  • Once you have enabled the flag from Operator Maintenance ‘Stock Control’ Tab and have navigated to Stock List from Stock Control Options, follow the below steps to create a new Stock List:
    • Click Add New Stock List; stock List Settings will display
    • Enter the below relevant configurations:
      • Name: This is the name of the list
      • Type: This is the type of list that will be created
        • The Type specified means it will only be available for use within that functionality; the Types are:
          • Requisitions
          • Stock Transfer
          • Manufacturing
          • P/O Receipt
      • Allowed Operator: This is the Operator/Operator Group that is allowed to use the stock list. Any Operators that do not qualify cannot see and/or use the stock list
      • Venue (From Venue):  This will be the Venue that is used in the manufacturing Header when the stock list is used for the manufacturing
      • Store (From Store): This will be the Store that is used in the manufacturing Header when the Stock List is used in the manufacturing
      • ResetQTYZero: If this is ticked, the qty’s specified from the template will change to zero (0) when the Stock List is used
        • If this is un-ticked, the qty’s specified is retained from the stock list when it is used
      • To Venue: This will be the ‘To Venue’ that is used in the Stock Transfer header when the stock list is used for the Stock transfer
      • To Store:  This will be the ‘To Store’ that is used in the Stock Transfer header when the stock list is used for the Stock transfer

 


  • When the ‘Transfer List Only’ flag is ON, only two options are displayed to the Operator for Stock Transfer:
    • Use Stock List
    • Cancel

            

 

  • When the “Transfer List Only” flag is OFF, other options are displayed for Stock Transfer:
    • Blank Transfer
    • Auto-Replenishment
    • Use Stock List
    • Cancel
  • When the ‘Use Stock List’ option is selected, it will display all available Stock List of type ‘Stock Transfer’; it will populate all products and transfer quantities based on the Stock List selected and the below fields will be pre-populated and non-editable
    • From Venue
    • To Venue
    • From Store
    • To Store