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Stock Point Transfer is shifting items from one place to another place. Stock Transfer may happen from one floor to another floor in same warehouse or from one warehouse to another warehouse under one Organization Unit. For example, you have two warehouses, stocks can be transferred from Warehouse 1 to Warehouse 2 to be issued to jobbers; from Factory to the Warehouse to be dispatched for sale/delivery;  all happening under the same company. However, this document is raised for transferring goods from one Stock Point to another within the same organization site. This article describes how to manage stock point transfer at HO.

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titleEdit Stock Point Transfer

Prerequisites

  1. The users' role must have access to the Edit app operation in the Stock Point Transfer feature in Inventory - Operation - Transfer through Roles in Ginesys Web - Admin - Security.
  2. Stock Point Transfer must be created. 

Step-by-step guide

The process is divided in the following steps:

  1. Go to Ginesys Web > Inventory > Operation Transfer > Stock Point Transfer.
  2. Stock Point Transfer module will open. 
  3. List of previously created Stock Point Transfer will open.
  4. Select the Transfer which you want to edit. You cannot select more than one Transfer to edit. 
  5. Go to Action > Edit.
  6. Edit: Stock Point Transfer window will open.
  7. You can only edit Destination Stock Point, Date, Document No., Document Date. You cannot edit Source Stock Point. 
  8. You can add new item(s). You can remove the existing item(s).
  9. Click on the Save button after completing the required modification  .
  10. You will get a message - "The Document <Transfer No.> saved successfully".
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titleDelete Stock Point Transfer

Prerequisites

  1. The users' role must have access to the Delete app operation in the Stock Point Transfer feature in Inventory - Operation - Transfer through Roles in Ginesys Web - Admin - Security.
  2. Stock Point Transfer must be created. 

Step-by-step guide

The process is divided in the following steps:

  1. Go to Ginesys Web > Inventory > Operation Transfer > Stock Point Transfer.
  2. Stock Point Transfer module will open. 
  3. List of previously created Stock Point Transfer will open.
  4. Select the Transfer which you want to delete. You can select more than one Transfer to edit. 
  5. Go to Action > Delete.
  6. You will get a warning message - "Document once deleted cannot be retrieved. Do you want to delete this document?"
  7. If you click on Yes, you will get a confirmation message "<Transfer No:> - Successfully deleted".
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titlePrint Stock Point Transfer

Prerequisites

  1. The users' role must have access to the Print app operation in the Stock Point Transfer feature in Inventory - Operation - Transfer through Roles in Ginesys Web - Admin - Security.
  2. Stock Point Transfer must be created. 
  3. Printer must be installed and connected.

Step-by-step guide

The process is divided in the following steps:

  1. Go to Ginesys Web > Inventory > Operation Transfer > Stock Point Transfer.
  2. Stock Point Transfer module will open. 
  3. List of previously created Stock Point Transfer will open.
  4. Select the Transfer which you want to print. 
  5. Go to Action > Print.
  6. You will get previously created template.
  7. Click on the required template to print.
  8. A new window will open.
  9. Click on the Print to print the Transfer Document.

  10. Selected Stock Point Transfer document will be printed.

    Info

    Note: You can print using Print Preference.


To go back to the main page click on How To: Manage Operation in Ginesys Inventory