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Adding, Editing and Deleting Stock Point Transfer in Ginesys Web

Owned by Deepankana Roy (Unlicensed)
Last updated: Jun 22, 2022 by Subhasree Banerjee (Unlicensed)
4 min read

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.

 Add Stock Point Transfer

Prerequisites

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

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. Click on the Add button. 
  4. Stock Point Transfer window will open.
  5. You will get five sections - General, Item Information, User Defined Fields, Logistic and Others.

    1. General: 
      1. Select the Owner Site (Mandatory Field) for which you want to transfer stock. 
      2. Select a Transfer No., already created in the master, from the drop down list (Mandatory Field).
      3. Select the Source Stock Point (Mandatory Field) from the Source Stock Point Pop-Up form.

      4. Select the Destination Stock Point (Mandatory Field) from the Destination Stock Point Pop-Up form. 

        Note: Source Site and the Destination Site cannot be same. If you select the Destination Site same as Source Site, the you will get a message - Destination Stock Point and Source Stock Point cannot be same.

      5. System date will be populated in the Date field (Mandatory Field). You can change the date as per your requirement. You can only select the past date from the system date but not any future date.
      6. You can put in others fields like Document No., Document Date, Received On etc. 


    2. Item Information: 
      1. You will get four mode to select items - Select Item, Scan Item, Import Barcode and Import Excel. Select items using any one of the option.
      2. Selected item will be populated in the Item Information section with Barcode, Item Description, Rate, Quantity and Amount.
      3. You will get two options - Delete Record and View Property beside the every item row.

    3. User Defined Fields:
      1. User Defined Fields: You can use user defined fields like Number etc as per your requirement.

    4. Logistic:
      1. Logistic details will be populated as per the selected Transfer No. 
    5. Others:
      1. You can put in the remarks for the Service Invoice from the Remark field under Others fields.

  6. Now click on the Save button. 

    Note: If the selected item(s) have negative stock, then you will get a Negative Stock Alert. You can Ignore and proceed. 

  7. You will get a confirmation message -  "The Document <Transfer No.> saved successfully".
 Edit 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".

 Delete 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".

 Print 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.

    Note: You can print using Print Preference.

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