Inventory

Receive Stock Transfer from In-Transit Warehouse

Stock must be transferred to the In-Transit warehouse before the goods can be received into the Destination Warehouse.

Refer to In-Transit Inter-Warehouse Transfer or Action Stock Transfer Request.

  • You can transfer and receive items from warehouse to warehouse in the same site, for example,
    • The Main Warehouse in KwaZulu-Natal to the In-Transit Warehouse to the Electronics Warehouse in KwaZulu-Natal.
  • Or you can transfer and receive items from warehouse to warehouse in different sites, for example,
    • The Main Warehouse in KwaZulu-Natal to the In-Transit Warehouse to the Main Warehouse in Easter Cape.

You will need to ensure that the Company Configuration Enforce In-Transit flag is set to 'Yes' to be able to complete this process.

Ribbon Select Inventory > InTransit

  • The Parts InTransit screen will be displayed.
  • Select the Site where the item(s) are being received.
    • In this image KwaZulu-Natal has been selected.

Select Items to Receive

  • Click on the row selector in front of the document number that contains detail(s) of the items that you wish to receive from 'In Transit'.
  • If there is more than 1 item linked to the transfer document then all of these items will be pulled across to the Parts Intransit screen.
  • Click on Receive.

  • An Inventory - Part Transfer message box will pop up asking;
    • Are you sure you want to warehouse the part transfer [ ]?
  • Click on Yes.

  • The Stock Transfer screen will be displayed.

Stock Transfer Details

    • Reference Type: This will auto populate with Adhoc.
    • Reference: Type in a reference for this transfer.
    • Final Warehouse: This will populate with the final warehouse as selected in the In-Transit Inter-Warehouse Transfer process.
    • Requestor: This will populate with the person currently logged on to the system but you can click on the drop-down arrow and select an alternative employee if required.
    • Transfer Date and Time: This will populate with the current date and time.
      • Transfer Date: You can either type in or click on the drop-down arrow and use the calendar function to select an alternative date if required.
      • Transfer Time: You can either type in or use the directional arrows to select an alternative time if required.
    • Comments: Type in a comment relevant to this transfer, if required.

Destination Warehouse

  • The Parts data grid will display all the information of the parts to be transferred including the Destination Warehouse Name.
  • If there is more than one warehouse bin linked to the destination warehouse then the system will leave this field(s) blank for you to select the bin.

Select Destination Bin

  • Click in the Destination Bin Name field of one of the items to be transferred. An ellipsis button will be displayed.
  • Click on this button to bring up the Select a destination bin for this part transfer screen.
  • Click on the row selector in front of the bin you wish to receive this item into.
    • In this image, Electronics_Bin has been selected.
  • Click on Ok.

  • The selected bin will populate the Destination Bin Name field.

  • Follow the same process to bring up the Select screen again,
  • and select a bin for each item in the Stock Transfer screen.
    • In this image, a different bin: Stationery_Bin has been selected.

Save Transfer Details

  • When you are finished with your selection(s),
  • Click on Save.

  • A Part Transfer Processing message box will pop up informing you that -
    • Part Transfer No. [ ] has been saved successfully.
  • Click on OK.

Print Transfer Note

  • A Report Generation message box will pop up, asking:
    • Do you wish to print the transfer [ ]?
  • Click on Yes.

The Report Preview screen for the Part Transfer Note will be displayed.

  • You can see that the items have been transferred from the InTransit Warehouse and InTransit Bin to:
  • The destination KZ Office Supplies Warehouse,
  • and to the 2 different destination bins.
  • From here you can View, Print, Export or Email the Part Transfer Note.
  • Close the Report Preview screen when you are done.

  • You will return to the Parts InTransit screen, where you can see the items selected for transfer have now been removed from this screen.