How To: Correct a Stock Site Transfer made in Error

If you have made a stock transfer between sites and it is not correct you cannot use minus figures to reverse it as this will only move a further quantity of items to the destination site. The user must switch sites and then transfer the stock back.

  1. Make a note of the stock code and quantities transferred in error, you can re-print the stock transfer report see How To: View and Print a Previous Stock Transfer Report.
  2. Go to [ System Operations | Change Stock Control Site ].
  3. If you have any windows open the system will warn you that they will all close, click on Yes to continue.
  4. In the Change Site drop down select the destination site.
  5. Click on OK.
  6. Open a Stock screen (show me how).
  7. Open the [ Stock | Adjustments ] tab.
  8. Load the stock items to be transferred back:
    1. Stock Item
      Note: this needs to be loaded before opening the [ Stock | Adjustments ] tab.
      1. Click on the Open - bring in current stock item or group of items button above the grid.
    2. Stock Type
      1. Tick the 'Adjust (Stock Type)' checkbox.
      2. Tick the required Stock Type checkboxes.
      3. Click on the Open - bring in current stock item or group of items button above the grid.
  9. Change the Adjust Type to Transfer.
  10. Select the site to transfer the stock back to in the Site To drop-down.
  11. Enter the amount of stock to transfer back to the selected site in the 'Adjust By' column.
    Note: this must be a positive number.
  12. Enter a reason or note any information for the stock transfer in the Note/Reason field.
    Note: adjustment reasons can be selected from a drop-down list if setup, for example 'Stock Transfer to Site Name', see How To: Setup Adjustment Reasons.
  13. When all transfer quantities have been entered, click on the Save - post all adjustments to stock control system button above the grid.
  14. The Transfer Report popup will appear, by default the transfer report is for the last adjustment group ID that was created:
    1. Select the option for displaying the report:
      1. Stock Item
      2. Source Site
      3. Destination Site
    2. Select the type of labels to print (Red Traffic Light Filter /Green Traffic Light Filter traffic light filter) (Optional)
      Note: this must be setup beforehand, see How To: Set Up Labels.
    3. Click on OK.
  15. The Transfer Report will be displayed and can be printed along with stock labels if selected.

See Also

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