Cross-site Stock Transfer in Head Office lets you manage, track, and approve stock transfers between sites in your circuit.

The following information describes the purpose and effect of each of the check boxes, lists, and fields in the Cross-Site Stock Transfer.

Note: Depending on your configuration, sections of the web application may be read-only.

Tasks required for Approval

Note: These tasks appear only if they require action.

Option	Allowed Values	Description
Linking Required	Cleared Selected	Indicates that the items for transfer don't yet exist in the receiving site's database. Head Office users can correct this issue at the receiving site and come back and select the check box.
Quantity Approval Required	Cleared Selected	Indicates that the quantity of stock being transferred is over the set limit. Head Office users can approve this information by selecting the check box. If necessary, users can change the limit at the sending site (using system setting StockTransferLimitPercentage), and then come back and select the check box.
Stock Group Approval Required	Cleared Selected	Indicates that the receiving site is not in the same stock group as the sending site. Head Office users can approve this by selecting the check box. If necessary, users can correct the information in Stock Groups, and then come back and select the check box.

Stock Transfer Detail

Option	Allowed Values	Description
From Site	Any site or site group	The site or site group sending the stock.
To Site	Any site or site group	The site or site group receiving the stock.
Transfer Status	HO Action Required HO Review Required In Transit Completed	Indicates whether the stock transfer requires any action from Head Office. HO Action Required: A Head Office user must approve or reject the transfer. HO Review Required: A Head Office user must decide whether to waste or return the stock. The difference between the expected and actual amount received will be wasted or returned. In Transit: The stock is in the process of being transported to the receiver site. Completed: The transfer is complete.
Approval Status	Approved Rejected	Indicates whether the transfer has been approved or rejected. This status is dependent on the completion of tasks required for approval.
Header Ref	N/A	Used to track and easily identify items for stock transfer. This field is automatically populated with the value from Stock Adjustment > Default for Reference.
Header Com	N/A	The extended description of the stock transfer. This field might contain additional information about the reason for the stock transfer. This field is automatically populated with the value from Stock Adjustment > Default for Description.

Option	Allowed Values	Description
HOItemID	N/A	Identifier for the item in the stock transfer. This field is automatically populated with the value from Stock Adjustment > HO Item Code.
Description	Any configured Concession Item	Name of the item for stock transfer. This field is automatically populated with the value from Item > Description.
Reference	N/A	Used to track and easily identify items for stock transfer. By default, this field is populated with the value of the Head Ref field.
UOM	Base unit or any stock unit available for the item	The unit of measure at which the stock will be transferred.
Qty	N/A	The quantity of the item sent to the receiving site, based on the selected UOM. This quantity can be the amount received, dispatched, wasted, or returned.
Comments	N/A	The extended description of the stock transfer. You can add additional information about the reason for the stock transfer here. By default, this field is populated with the value of the Head Com field.
Stock Status	Quantity Approval Required Stock Group Approval Required Linking Required	Highlights any Head Office actions that are required for the item before it can be transferred.

Option	Allowed Values	Description
HO Action	Return Wastage	Indicates whether the remaining stock is wasted or returned.
Site to Bear	Sending Site or Receiving Site	The site the wastage or return is recorded against.
Reason	Any valid reason for wastage or return. Example: Damaged stock.	The reason for the wastage or return. You can configure Reasons in Head Office > General Maintenance > Reasons.

See also: