How do I Transfer Stock Between Companies?
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Contents
Summary
The following article shows you the process on how you can transfer stock between companies. This is useful for companies where stock items are purchased and held by a stock holding company and can be used in other related companies
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More Information
Daily Routine
- First of all, you need to set a copy of Platinum in the related company into scan mode so it can accept the incoming stock transfers from the stock holding company. This would have been added to your front menu by Catalyst Support.
Stock Transfer
Go to " Stock Transfer" in the related company.
- Select the company the stock is coming from in the "Company:" field.
- In the "Depot:" field, select the stock depot the stock is coming from.
- If there is to be a percentage markup, put this in the "Markup %:" field.
- Enter in the stock code of the item being transferred in the "Stock Code:" field.
- Enter the quantity to move in the "Move Qty:" field.
- Enter any applicable comment in the "Comment:" field.
- You now have 3 destination options:
- Stock - This books the item in stock.
- Pressing <F2> or clicking <Transfer> will book the item specified straight into stock.
- Order - This books the item straight to a customer sales order.
- In the "Customer:" field, type in the name of the customer this item is for.
- In the "Order/Job Number:" field, enter the order number that this item needs to be booked to.
- Pressing <F2> or clicking <Transfer> will book the item specified straight to the customer order specified.
- Workshop - This books the item straight to a workshop job.
- In the "Customer:" field, type in the name of the customer this item is for.
- In the "Order/Job Number:" field, enter the workshop job number that this item needs to be booked to.
- Stock - This books the item in stock.
- To transfer the stock, press <F2> or click <Transfer>.
Manual Processes
- The above process creates an order in " Invoicing & Customer Orders" in the stock holding company under the account for your related company. This order needs to be invoiced out on a regular basis, say, once a week.
- In the related company, this invoice needs to be entered on the purchase ledger in the usual way.
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