Batch Transfers

 

Back Office > Inventory > Batch Transfers

 

Description

 

This menu item is used to create a Batch Transfers of Inventory/Stock between Locations, print Picking Slips to facilitate the actual transfer and once the Picking Slips have been signed off to commit the Batch Transfer and update the Inventory/Stock levels in the Locations selected. It is also filled automatically with a Replenishment Report that is scheduled to run daily.

 

To Be Considered

 

  1. Note : Transferring a Product to a Location, that draws from the same Location as the Location it is being transferred from, is now prohibited. Such Products will not appear in the Search Products screen when doing Back Office Batch Transfers. This does not apply to Stock Transfers In (#527) / Out (#526) done at the SwiftPOS Touch terminal.
  2. Stock Transfers can be entered using a PDE.

 

Batch Transfers

 

 

This screen is accessed from here.

 

Search Fields

 

  • Reference - Enter text to search the Batch Transfers listed in the grid and return all Batch transfers with a Reference ID containing the text entered.  Note : In V10 - Select the search button to select from the list of predefined References.

 

Grid

 

  • Reference ID - Displays the Reference ID of the Batch Transfer.
  • Transfer Date - Displays the date the transfer is to take effect.

 

Footer

 

  • New - Select to add a new Batch Transfer. A prompt will be displayed prompting the entry of a Reference ID. Up to 15 characters is allowed.
  • Edit - Select to edit the selected Batch Transfer.
  • Delete - Select to deletes the selected Batch Transfer.
  • Commit - Select to post the selected Batch Transfer. Use the checkbox in the grid on the left to select more than one Batch Transfer and Commit them.
  • Close - Select to exit.

 

Stock Batch Transfers

 

 

Header

 

  • Reference - Displays the Reference of the Batch Transfer.
  • Transfer - Select to set the date the Transfer was done. Will be considered the Posting date.
  • Transfer Costs - Select to ensure the Product's cost is transferred along with the Products. Selecting or unselecting this option will also ensure the same is applied to Batch Transfers, Transfers,  Requisitions and Shopping Lists in Warehouse Requisitioning. When selected, this option will ensure that the cost of stock in the receiving Location will be determined depending on that Location's Transfer In Cost method setting. Examples of how this is determined and the formula used to calculate the Average Cost, can be found here.

 

Find Fields

 

The Find fields above the grid will automatically sort the rows in the grid by the field selected. Entering a value into in any one of the Find fields will cause the closest matching row to be highlighted.

 

Grid

 

  • From/To - Select/Enter to open the Search Locations screen and select the Locations From which and To which the Stock Transfer is required. By default for Requisitions committed from SwiftPOS Touch using the Requisitions (#502) POS Key, the From Location will default to the first Location found that is of the Warehouse type. If none are found then it will default to the Location of the SwiftPOS Touch terminal that generated the Requisition. Note : Some Locations may not be listed in the Search Locations screen. The reason for this would be because some Locations are Drawing Stock from another Location. To prevent any confusion or incorrect Transfers from occurring, any Location that does not Draw Stock from itself is NOT listed in the drop down list. This ensures stock cannot be adjusted at Locations that should not be holding any stock.
  • Barcode / PLU - Displays the Barcode/PLU of the Product.
  • Description - Displays the Product Description of the Product.
  • Cases/Units - Enter the quantity to be transferred in Cases and/or Units.
  • SOH - Displays the current Stock on Hand quantity of the Product in the From Location.
  • Case Qty - Displays the Case Quantity of the Product.
  • Total Qty - Displays the Total Quantity to be transferred in units.

 

Grid Footer

 

  • Add Row - Select to open the Search Products screen to select a Product and add a row to the grid.
  • Delete Row- Select to delete the selected row.
  • Match Barcode - Select to open the Search Products screen to match an unmatched Barcode on the selected entry from the grid.
  • Transfer As - Select to transfer stock from one Product to another. For further information click here.
  • Initial From Location - Select a open the Search Locations screen to initially select the Location From which the Products will be transferred. Note : This is only enabled when the grid is empty.

 

Footer

 

  • Commit - Select to post the Inventory Batch Transfer. Note : Committing an Adjustment with a Posting Date that is in a Closed Period is NOT allowed. A warning message will be displayed if this is attempted. Once committed a prompt will be displayed to confirm whether or not the Batch Transfer should be deleted. Note : This only deletes the Batch Transfer and will not effect any reporting or stock levels.
  • Save - Select to save changes.
  • Undo -  Select to undo changes made.
  • Tools - Select from the drop down list either one of the following:

 

  • Import from PDE - Select to import a transfer list from a PDE into SwiftPOS Back Office. The file imported is called STKTRAN.DAT.
  • Import from File - Select to import a transfer list from a CSV or TXT file into SwiftPOS Back Office.

 

The format of the import file from PDE is : Barcode, Quantity, Location ID From, Location ID To, Date with no headings. For example :

9414453904401,7,1,2,220114

9414453912789,8,1,2,220114

9414453905033,9,1,2,220114

9414453912765,10,1,2,220114

 

The format of the import file from PDA is: Reference ID, Transfer Date/time (dd/mm/yyyy hh:mm), Transfer Date/time (dd/mm/yyyy hh:mm), From Location, To Location, Quantity

17102016,17/10/2016 12:44,17/10/2016 12:45,1,2,16862,10
17102016,17/10/2016 12:44,17/10/2016 12:45,1,2,16870,10
17102016,17/10/2016 12:44,17/10/2016 12:45,1,2,9094,10
17102016,17/10/2016 12:44,17/10/2016 12:45,1,2,16873,10

 


  • Export Data to PDE - Select to export Barcode (BARCODE.DAT file) and Location (LOCATION.DAT file) data to a connected PDE.
  • Upload Software to PDE - Select to upload PDE software (required to perform the functions listed above) to a connected PDE.
  • Bulk Stock Wizard - Select to invoke the Bulk Stock Wizard. This enables the transfer of large numbers of Products. This is particularly useful when a stock room Location is used to restock all other Locations. Before each stocktake transfer all the Products with a negative SOH from each Location back to the Stock Room Location to ensure the SOH is correct for all Products.


  • Reports - Select from the drop down list either one of the following:

    • Picking Slip - Select to open the Picking Slip Sorting options screen below to generate a Picking Slip (STRF003).

 

 


  • Close - Select to exit.

 

Operation

 

The creation of a Transfer can be achieved in either of 2 ways :

 

  1. Manually OR
  2. Using the Bulk Stock Wizard.

 

Manually

 

  1. Select New to add a new Batch Transfer.
  2. In the Reference ID screen enter a Reference ID. Click OK.
  3. Ensure the Posting Date is correct.
  4. Select Add Item and select a Product from the Search Products screen.
  5. Enter the quantity to be transferred in Cases and/or Units. The TotalQty will display the final quantity to be transferred.
  6. To add more Products repeat steps 4 and 5 above.
  7. Once all Products have been added select Save Changes.
  8. Now Picking Slips can be printed to facilitate the actual transfer of the Products.
  9. Once the Products have been picked and transferred, and the Picking Slips signed off by the receiving Location, the Batch Transfer can be finalised by selecting Commit.

 

Related Topics

 

  1. Inventory/Stock
  2. Local Configuration - Product/Inventory Options - To configure PDE related settings.
  3. Remote Data Collection Overview - PDA/PDE devices
  4. Replenishment Report

 

Published 28 Mar 2024