Select the Branch Transfer Receive option then click on the Post Date Ellipsis and select the branch transfer from the list via Reference number. The details will be brought up, then hit Receive Transfer to complete the transfer and add the items into stock.

Header Area

Transfer Details - contains all the necessary information for stock transfer

Post Date - It has the selection list of all available branch transfers. This is where you choose the stock order that the branch site is receiving.

Reference - Reference Number

Branch From - The sender of the stock to be transferred

Branch To - The recipient of the stock that will be transferred

Status - Status of Transfer

Grid Area

Item Code - The code of the stock to be transferred

Description - Notes that define the item

Buttons

Receive Transfer - click this when stock has been received. This will automatically change the status of the stock transfer as well.

Example:

Branch Site as the recipient of the stock coming from the warehouse

The branch site needs to receipt the parts into stock once they have been received from the Warehouse.

To do this the branch site does the following:

1. Go to Parts - Stock - Receive Branch Transfer

2. Click on the selection list for the ‘Post Date’ field to see a list of available branch transfers. Select the stock order that the branch site is receiving.

Click on ‘Receive Transfer’ to confirm the transfer and receipt the parts into stock for the branch site. Note that the quantities cannot be amended in this screen. What has been sent via a branch transfer from the Warehouse should match what is received at the branch site.

On processing the following will happen:

• The status of the branch transfer will change to ‘Closed’ indicating that the stock has been received by the branch site
• The ‘Qty on Hand’ values in the Stock Master File at the branch site will go up for each part by the amount of stock received in the branch transfer.
• Any stock that remains outstanding on the original stock order will remain on order. The Qty on Order in the stock master file will reflect this. The order can be fulfilled in subsequent branch transfers from the Warehouse.

Reports

In the report console the various existing branch transfer reports will give you information about completed branch transfers.

There is also a new report ‘Branch Transfer Waiting Receipt’. This report will show you any branch transfers which have been made from the Warehouse to a branch location that have not yet been receipt into stock by the branch location. In essence this should be any stock that is currently in transit from the Warehouse to a branch location.

To run the report:

Report Console - Stock - Branch Transfer Waiting Receipt