How do I Transfer Stock Between Companies?
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Summary
The following article shows you the process on how you can transfer stock between companies.
 | This is an extra Platinum Module, if you would like to use it, please Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page |
More Information
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.
