Stock Transfers

Note: Remember to set your location to the stock location that is receiving a transfer in order to fulfil and complete a transfer. You can change your stock location using the stock bar on the top IRP navigation menu (use the EDIT button to select the Stock Control alert bar if it is not already displayed).

Requesting a new incoming transfer is a three-stage process:

• Stage 1: Select locations and stock items.
• Stage 2: Confirm quantities
  
• Stage 3: Confirm transfers.

To request a new incoming transfer, proceed as follows:

1. Go to Stock Control > Stock Transfers in the IRP Admin left navigation menu. This opens the main StockTransfers.aspx page.
2. Click the Create Incoming Stock Transfers button at the top of the page.
3. Click the Select Stock tab.
4. Select the transfer-to Stock Location using the drop-down list above the Search bar:
   
   Note that if you want to switch to creating an outgoing transfer, you can use the Transfer Type toggle. See the help topic How To Add a New Outgoing Transfer for details.
5. You can use the Search function to find items by Stock ID, Model ID, PartCode, EAN, External Stock ID or Product. If you select the 'Standard' radio button you can expand the Other Options to filter by:
   • Stock Active (All, Active Only, Inactive Only)
   • Stock Levels (All, Out Of Stock Only, In Stock Only)
   • Brand (Select a Brand or 'Any Brand')
   • Category (Select a Brand or 'Any Brand')
   • Marked Supplier (Select a Supplier or 'Do Not Filter by Marked Supplier')
   • Custom Flag (Select a Stock Custom Flag or 'Do Not Filter by Stock Custom Flag')
   • Exclude Stock In Active Transfers
   • Exclude Stock in Transfer Basket
   • Show Products Low In Stock Only
   • Show Products In Stock Elsewhere
   • Num In Stock (Enter a value and select 'Greater than' or 'Less than or equal to')
   • Num In Stock Elsewhere (Enter a value and select 'Greater than' or 'Less than or equal to')
   • Out Of Stock Status (All (Except Discontinued), All, Normal, Special Order, Discontinued, Available In
6. The results are shown in the grid on the StockTransfersCreate.aspx page. To view the levels of stock for an individual item, hover the cursor over the Level icon. You can view the stock levels in each location (a red icon indicates that the item is low in stock whereas a green icon indicates that the item is well-stocked):
   
7. You can also sort the Stock ID, Part Code, EAN, Category, Brand, Model, Option and Level at Other Locations information in ascending or descending order by clicking the arrows beside those items in the menu bar.
8. (Optional) Click an item in the Image column to view detailed stock information for a product.
9. To select stock, check the boxes at the right side of the rows.
10. Click the Add Selected Stock For Transfer button to progress to Stage 2.
11. If necessary, you can now select more stock using the 'Select Stock' tab. Otherwise, on the Update Quantities tab, you can also remove all or selected items from the list by checking the boxes on the right of the list and clicking the Delete Selected Stock Transfer Basket Items button.
12. On the Update Quantities tab, enter the number of items that you want to request in the Transfer Quantity boxes in the Request Levels column. Ensure that the quantity is less than or equal to the number available. The numbers that you enter here will be totalled in the 'Transfer Total' column.
13. When you are ready, check the boxes on the right of the grid for the items that you want to transfer.
14. Click the Update Stock Transfer Basket Items button to progress to Stage 3.
15. Add a Reference number and a Projected Arrival Time in the boxes provided.
16. Click the Create Stock Transfers button followed by the OK button to make the transfer request.
    The request will now appear on the main StockTransfers.aspx page with a status of 'Transfer Requested'. At this point it is not possible for you to make any changes to the request.

Note: Remember to set your location to the stock location that is receiving a transfer in order to fulfil and complete a transfer. You can change your stock location using the stock bar on the top IRP navigation menu (use the EDIT button to select the Stock Control alert bar if it is not already displayed).

Creating a new outgoing transfer is a three-stage process:

• Stage 1: Select locations and stock items.
• Stage 2: Confirm quantities.
• Stage 3: Confirm transfers.

To add a new outgoing transfer, proceed as follows:

1. Go to Stock Control > Stock Transfers in the IRP Admin left navigation menu. This opens the main StockTransfers.aspx page.
2. Click the Create Outgoing Stock Transfers button at the top of the page.
3. Click the Select Stock tab.
4. Select the transfer-from Stock Location using the drop-down list above the Search bar:
   
   Note that if you want to switch to creating an incoming transfer, you can use the Transfer Type toggle. See the help topic How To Request a New Incoming Transfer for details.
5. You can use the Search function to find items by Stock ID, Model ID, PartCode, EAN, External Stock ID or Product. If you select the 'Standard' radio button you can expand the Other Options to filter by:
   • Stock Active (All, Active Only, Inactive Only)
   • Stock Levels (All, Out Of Stock Only, In Stock Only)
   • Brand (Select a Brand or 'Any Brand')
   • Category (Select a Brand or 'Any Brand')
   • Marked Supplier (Select a Supplier or 'Do Not Filter by Marked Supplier')
   • Custom Flag (Select a Stock Custom Flag or 'Do Not Filter by Stock Custom Flag')
   • Exclude Stock In Active Transfers
   • Exclude Stock in Transfer Basket
   • Show Products Low In Stock Only
   • Show Products In Stock Elsewhere
   • Num In Stock (Enter a value and select 'Greater than' or 'Less than or equal to')
   • Num In Stock Elsewhere (Enter a value and select 'Greater than' or 'Less than or equal to')
   • Out Of Stock Status (All (Except Discontinued), All, Normal, Special Order, Discontinued, Available In
6. The results are shown in the grid on the StockTransfersCreate.aspx page. To view the levels of stock for an individual item, hover the cursor over the Level icon. You can view the stock levels in each location (a red icon indicates that the item is low in stock whereas a green icon indicates that the item is well-stocked):
   
7. You can also sort the Stock ID, Part Code, EAN, Category, Brand, Model, Option and Level at Other Locations information in ascending or descending order by clicking the arrows beside those items in the menu bar.
8. (Optional) Click an item in the Image column to view detailed stock information for a product.
9. To select stock, check the boxes at the right side of the rows.
10. Click the Add Selected Stock For Transfer button to progress to Stage 2.
11. You can now select more stock if necessary using the 'Select Stock' tab. On the 'Update Quantities' tab you can also remove all or selected items from the list by checking the boxes on the right of the list and clicking the Delete Selected Stock Transfer Basket Items button.
12. On the 'Update Quantities' tab, enter the number of items that you want to request in the Transfer Quantity boxes in the Request Levels column. Ensure that the quantity is less than or equal to the number available. The numbers that you enter here will be totalled in the 'Transfer Total' column.
13. When you are ready, check the boxes on the right of the grid for the items that you want to transfer.
14. Click the Update Stock Transfer Basket Items button to progress to Stage 3.
15. Add a Reference number and a Projected Arrival Time in the boxes provided. Note that here you can also see details such as the Total Cost, Total Retail and Average Markup of the items.
16. (Optional) If necessary, you can cancel the request by clicking the Cancel Stock Transfers button.
17. Click the Create Stock Transfers button followed by the OK button to make the transfer request.
    The request will now appear on the main StockTransfers.aspx page ('Outgoing Transfers' tab) with a status of 'Transfer Requested'. At this point it is not possible for you to make any changes to the request.

Processing Incoming Transfers

To view details of an Incoming Transfer request and complete the transfer, follow these steps:

1. Make sure that you are set to the 'To' stock location (the stock location that is due to receive the Incoming Transfer).
2. Go to Stock Control > Stock Transfers in the IRP Admin left navigation menu.
3. Select the 'Incoming Transfers' tab.
4. Once a transfer has been dispatched from the outgoing stock location, you will see the transfer listed on the StockTransfers.aspx page with a status of 'Dispatched'. When you are ready to progress, click the Receive button on the right side of the row of the transfer that you want to receive. (Note that you can also export the data from the main StockTransfers.aspx page.)
5. The details of the transfer operation are displayed on the StockTransferEdit.aspx page. From here you can use the View Printable Version button at the top of the page. You can also add some notes using the Add Note section.
6. You can click the Transfer Has Arrived button when appropriate.
7. Use the Mark Transfer as Received drop-down menu at the top of the page to mark the Stock Transfer as Complete. Select an appropriate action for the 'Dispatched' items in this Stock Transfer:
   • Receive Dispatched Quantities: This marks any 'Dispatched' items as 'Complete' and sets the Quantity Received to the Quantity Dispatched.
   • Keep Receive Quantities as is: This marks any 'Dispatched' items as 'Complete' but does not alter the Quantity Received from its current value.
8. Click the Complete button. You will see the following prompt: Are you sure you want to Mark this Stock Transfer as Complete? Please ensure you have selected the correct action for dispatched, non-complete Transfer Items. If you want to proceed, click 'OK'. The status will change to 'Complete'.

Processing Outgoing Transfers

To process an Outgoing Transfer, follow these steps:

1. Make sure that you are set to the 'From' stock location (the stock location that is due to send the transfer).
2. Go to Stock Control > Stock Transfers in the IRP Admin left navigation menu.
3. Select the 'Outgoing Transfers' tab. Any transfers awaiting processing will have a status of 'Transfer Requested'.
4. Click the Edit button on the right side of the row of the transfer that you want to process. The details of the transfer operation are displayed. (Note that you can also export the data from the main StockTransfers.aspx page.)
5. On the 'Transfer Details' tab, click the Mark Stock Transfer as Processing button. The status will change to 'Processing'.
6. From here you can use the View Printable Version button at the top of the screen. You can also add some notes using the Add Note section.
7. Use the Mark Transfer as Dispatched drop-down menu at the top of the page to mark the Stock Transfer as Dispatched so it can be received by the 'To Location'. Select an appropriate action for the undispatched items in the Stock Transfer:
   • Dispatch Requested Quantities: This marks any 'Processing' items as 'Dispatched' and sets the Quantity Dispatched to the Quantity Requested.
   • Keep Dispatch Quantities as is: This marks any 'Processing' items as 'Dispatched' but does not alter the Quantity Dispatched from its current value.
8. Click the Dispatch button. You will see the following prompt: Are you sure you want to Mark this Stock Transfer as Dispatched? Please ensure you have selected the correct action for undispatched Transfer Items. If you want to proceed, click 'OK'. The status will change to 'Dispatched'.