Stock Transfer Receipt
The Stock Transfer feature is unlocked when you subscribe to and activate the Stock Transfers and Inventory Tracking plugin.
Introduction
Stock Transfer Receipts are used to view all the shipments that are destined for this store.
It helps you track and monitor your Stock Transfer Shipments across multiple store outlets.
Home > Inventory Transactions > Stock Transfer Receipt
Prerequisites
Stock transfers in Tagrain is a two-step process that involves - Stock Transfer Shipment and Stock Transfer Receipt. In this guide we will focus on Stock Transfer Receipts. However, before using the Stock Transfer Receipt feature in Tagrain, it is advised that you create the following first:
Stores
Product
Steps To Create Stock Transfer Receipt
Navigate to Home > Inventory > Stock Transfer > Stock Transfer Receipt. This will open the Stock Transfer Receipt List View Screen. All the existing Stock Transfer Shipments are listed on this screen.
In this List View you can to do the following:
-- View all the shipments and their status
-- View the receipts done against shipment
-- Receive the products mentioned under that shipment.
Clicking the arrow button, expands the shipment row to display the receipt(s) done against that shipment.
Further clicking on the Eye symbol for that Goods Receipt opens the View Goods Receipts Screen.
Clicking on the Eye symbol on the shipment row displays the Stock Transfer Shipment document. This document lists all the products that were sent in the shipment. However, the document will NOT detail the status of individual products – whether they have been fully received or partially received.
Clicking on the Cart symbol on the shipment row opens the Goods Receipt – Stock Transfer Screen. This screen lists the products that are to be received by the destination store. It lets you edit the Quantity that you are receiving in this transaction.
We raised a Stock Transfer Shipment request for these products MS-1001 - Men's Dot Print Shirt, WB-1001 - Brook Large Zip Hobo, and WD-1001 - Fit & Flare Midi Dress with 15, 10, and 25 quantities respectively. The receipts for this Stock Transfer Shipment can be seen under the Stock Transfer Receipt List View Screen. See: Stock Transfer Shipment
The fields in the Stock Transfer Receipt Screen are pre-filled based on the Stock Transfer Shipment raised. You just need to adjust the quantity that you are receiving now and click the save button to add the details in the Stock Transfer Receipt. You can print this Stock Transfer Receipt for your records.
In our example the Marina Store received the entire shipment from the Atlantic Store therefore the status type is Received.
However, there can be other status types too like Open, Pending, and Short Closed. (Please refer to the table below for other status types)
Talking about the stages, Stock Transfer Shipment and Stock Transfer Receipt can have any of the following statuses:
Open:
This signifies that the shipment has been done but has not been received at the destination store.
Pending:
This signifies that the shipment has only been partially received at the destination store.
Received:
This signifies that the shipment has been received in its entirety at the destination store.
Short Closed:
This signifies that the stock transfer shipment has been closed from the sender store.
Selection of batch and serial products for shipment and receipt is the same as selection of these products for Goods Issue / Goods Receipt transactions.
Stock In-Transit visibility
In our example we raised a Stock Transfer Shipment request for these products MS-1001 - Men's Dot Print Shirt, WB-1001 - Brook Large Zip Hobo, and WD-1001 - Fit & Flare Midi Dress with 15, 10, and 25 quantities respectively.
Until these products are received at the destination store that is Marina Store, these products will be intransit and would reflect in the Inventory Status Report under the in-transit quantity column.
Stock Transfer Shipment and Stock Transfer Receipt are two movement types available in the Inventory Movement Report. The in-transit quantity is appropriately listed in this report.
The in-transit quantity of a product is the quantity that has been shipped by the sender store but not yet received by the destination store.
Suggested Readings
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