Stores Stock Transfers - hmislk/hmis GitHub Wiki

Stores — Stock Transfers

Overview

A stock transfer moves items from one store department to another within the same facility. Transfers are tracked as a two-step process: a transfer request/issue from the sending store, and a transfer receipt at the receiving store.

Transfer Request

A transfer request is raised by the receiving department to request stock from another store.

Navigation: Stores → Transactions → Transfer Request

Steps:

  1. Select the requesting (receiving) department.
  2. Select the source (issuing) store.
  3. Add items and required quantities.
  4. Click Save to submit the request.

Transfer Issue

The issuing store processes the request and dispatches the items.

Navigation: Stores → Transactions → Transfer Issue

Steps:

  1. Locate the pending transfer request.
  2. Verify available stock quantities.
  3. Confirm the issued quantities (may differ from requested if stock is insufficient).
  4. Click Issue.

Known Issue #6791 — The Transfer Issue view should display item code, requested quantity, issued quantity, and current stock balance from the issuing store (enhancement pending).

The issuing store's stock decreases immediately on issue.

Transfer Receive

The receiving department confirms receipt of transferred items.

Navigation: Stores → Transactions → Transfer Receive

  1. Locate the pending transfer issue.
  2. Verify received quantities.
  3. Click Receive.

The receiving department's stock increases on confirmation.

Cancelling a Transfer

Issued but not yet received transfers can be cancelled.

Navigation: Stores → Transactions → Cancel Transfer Issue

Stock is restored to the issuing store upon cancellation.

Transfer Reports

Navigation: Stores → Reports → Transfer Reports

Available reports include:

  • Transfer summary by date
  • Transfer detail by item
  • Pending transfers (issued but not received)

Related Articles