Stock Transfer Process

Stock Transfer Process

Info
Stock Transfer Process 
Procedure for Stock Transfer Document -
Step 1: Initiating the Stock Transfer Requisition
Navigation Path:
Parts >> Inventory >> Transfer >> Stock Transfer Requisition
Open the system and navigate to the "Stock Transfer Requisition" section
Click the “New” button to start creating a fresh stock adjustment requisition.




Step 2: Initiating the Stock Transfer

  1. Log in to POMS Application:
    • Open the POMS application.
    • Enter your username and password.
    • Click Login to access the system.
  2. Navigate to Stock Transfer Section:
    • In the main menu, select Part → Inventory → Transfer → Stock Transfers.
    • This will open the Stock Transfer page where new transfers can be created.
  3. Create New Stock Transfer:
    • Click the New button on the Stock Transfers page to start a new transfer document.


Step 3: Entering Stock Transfer Details.

1. Select Stock Transfer Requisition Document:- From the drop-down list, select the Stock Transfer 
Requisition Document relevant to the transfer.
2. Select the Employee Issuing the Transfer:- In the Issued By field, choose the employee responsible for 
performing the stock transfer from the drop-down list.
3. Choose Branches for the Transfer:-
  1. In the From Branch field, select the branch where the stock will be transferred from.
  2. In the To Branch field, select the destination branch to which the stock will be transferred.
4. Select Part Number and Locations:
  1. In the Part Number field, choose the item being transferred from the drop-down list.
  2. In the From Location field, select the location at the source branch where the part is currently stored.
  3. In the To Location field, select the location at the destination branch where the part should be moved.
5. Enter Quantity:- In the Quantity field, input the number of parts/items to be transferred.
Notes
Note : Stock Transfer Requisition is not mandatory to create Part Stock Transfer Document.



Step 4: Confirm and Save the Stock Transfer

  1. Review the Transfer Details:-  Verify all entered data including part number, quantity, branches, locations, and employee responsible for the transfer.
  2. Save the Document:-  After confirming that all information is correct, click the Save button to finalize the transfer document.



Notes
Note
1. Users must have appropriate permissions to create and save stock transfer documents.
2. To transfer part to specific location, user need to follow stock transfer process. 


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