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.

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