Inventory Transfer between Stores

Published on November 23, 2015 by @posterita

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Inventory Transfer between Stores

1. Log in to your Posterita account by entering ‘Username’ and ‘Password’:
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2. Select your default ‘Organisation’ and ‘Terminal’:

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3. After logging in, the Make a Sale page is displayed.
Select the Menu tab in the header.

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4. Requesting Items from Other Stores
The option ‘Request Items from Other Stores’ can be accessed either from the Menu tab as shown below:

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or by accessing the Home page via the Home icon:

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Select the ‘Inventories’ option from the Menu available at the left of the page:
This displays the Inventories sub-menu as shown:

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5. By selecting the option ‘Request Items from Other Stores’, the user is directed to the page as shown below:

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6. Select from the drop-down list, the warehouse from which items are to be requested.
In this example, ‘Palo Alto Warehouse’ is selected. Next, the user adds items to the cart as shown:

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7. The total quantity of items requested is displayed as shown below:

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The quantity of each item can be changed by clicking on the Quantity displayed on each item line. The Line Item pop-up will then be displayed and allow the user to input the desired quantity.

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The user can enter the quantity using the keypad and click on button ‘Apply’.

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The ‘Total to be requested’ is then changed accordingly.

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When the quantity has been set for all items to be requested, click on button ‘Request’.
8. The ‘Requested Stock’ receipt is then displayed:

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The receipt displays the store from which the items are being requested on the left, in this example, the ‘Palo Alto Store’. And the store which is requesting the items on the right, in this example, the ‘Oakland Store’.

The ‘Total Received’ displays the quantity of items which has been requested and is to be received.

The status of this receipt is marked as ‘Draft’ which implies it has not yet been acknowledged by the ‘Palo Alto Store’.

9. Viewing Requested Items from other Stores
A user from ‘Palo Alto Store’ can view the items requested by ‘Oakland’, from the ‘View Requested Items’ report as demonstrated below:

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View the inventory transfer receipt. Its ‘Document Status’ will be marked as ‘Drafted’.
10. Select the receipt no. under the ‘Inventory Number’ column to view the ‘Requested Stock’ receipt, as shown below:

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Click on the ‘Edit’ button and the items requested are directly added to the cart:

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11. By default, the warehouse requesting the items will be set from the drop-down list. Click on the ‘Send’ button to send the items.

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The receipt now shows the store sending the stock, ‘Palo Alto Store’ on the left. And the store receiving the stock, ‘Oakland Store’ on the right.
The status of the receipt is marked as ‘In Progress’ as it needs to be acknowledged by the receiving store.

12. ‘Receive Items from Other Stores’ Report

From the Inventories option in the Menu, you can access the ‘Receive Items from Other Stores’ report.
This report can be accessed by ‘Oakland Store’ to view the items sent by ‘Palo Alto Store’.

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You can view the inventory receipt. Its ‘Document Status’ will be marked as ‘In progress’.

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13. Click on the receipt no. under ‘Inventory Number’ to view the Receive Stock receipt.
Then, click the ‘Complete’ button to acknowledge the items received, as demonstrated below:

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14. The ‘Receive Stock’ receipt is then displayed and the status is now marked as ‘Completed’. This indicates that the transfer is complete.

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15. ‘Oakland Store’ can now view the completed inventory transfer receipt in ‘View Received Items’ report as shown in the next figure:

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16. ‘Palo Alto Store’ can view the sent items from the ‘View Sent Items List’ as shown below:

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17. Items can also be sent directly from one warehouse to another without going through the ‘View Requested Items’ report.
This simple procedure is described below:
Access the the option ‘Send Items to Other Stores’ either via the Inventories Menu:

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Or via the options available under the Menu tab:

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18. Similarly, you will be directed the Send Stock page as shown below, where you can load items to the cart and send to the required warehouse.

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19. The previous ‘Stock in Hand’ of the items before the inventory transfer request was as follows:

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After the Inventory Transfer procedure, the Stock in Hand of the respective items has been incremented by the exact quantity ordered, as depicted below:

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