User Guide for the Stock Transfer Screen

User Guide: Stock Transfer Screen - Smart Pro ERP Inventory System

Accessing the Stock Transfer Screen:

1. After logging into the system, go to the side menu.
2. Click "Inventory System" in the menu.
3. Select the "Stock Transfer" node.

Adding a New Stock Transfer Transaction:

General steps:

1. Click "New" to start a new stock transfer transaction.
2. Enter the transaction details in the required input fields.
3. Click "Save" to save the data.

Step-by-step detailed steps:

1. "New" button:

• Steps:

1. Click the "New" button to start a new stock transfer transaction.
2. The input fields on the screen will be initialized, allowing you to enter the details of the new transaction.
3. Enter the required information in the specified input fields (number, transfer date, transferring branch, transferring warehouse, receiving branch, receiving warehouse, employee, description).
4. Click "Save" to save the transaction.

2. "Save" button:

• Steps:

1. After entering the transaction details, click the "Save" button.
2. The transaction data will be saved in the inventory system.

3. "Save and Approve" button:

• Steps:

1. After saving the transaction, click "Save and Approve".
2. The transaction will be approved for use in the system.

4. "Print" button:

• Steps:

1. After saving the transaction, click "Print".
2. A report containing the transaction details will be printed.

5. "Print Sales Representative" button:

• Steps:

1. After saving the transaction, click "Print Sales Representative" if a representative copy is needed.
2. A representative report containing the transaction details will be printed.

6. "Delete" button:

• Steps:

1. Select the item you want to delete from the list of transferred items.
2. Click the "Delete" button to delete the selected item.

7. "Retrieve Data" button:

• Steps:

1. Click the "Retrieve Data" button.
2. The data from the last transfer transaction saved in the system will appear, and you can edit or cancel it.

8. "Export to Excel" button:

• Steps:

1. After displaying the transaction, click the "Export to Excel" button.
2. The transaction data will be saved in an Excel file that can be opened and used outside the system.

9. "View Journal Entry" button:

• Steps:

1. Click the "View Journal Entry" button to display the financial details of the selected transaction.

10. "Search" button:

• Steps:

1. Click the "Search" button and enter the search information to find the required transactions.

Data Display Table:

• This table is used to display the details of transferred items in an organized manner, and you can click the item name column to select the required items.

Delete Button in the Table:

• You can use the delete button in each row of the table to delete the selected item from the transfer transaction.

Specifications and Data Displayed in the Table:

• The table columns include the following data for each item:
• Item Code: Displays the item code.
• Item Name: Displays the item name.
• Unit: Displays the item's unit of measure.
• Available Quantity: Displays the quantity available in the warehouse.
• Quantity: You can enter the transferred quantity of the item.
• Unit Price: Displays the item's unit price.
• Total: Calculated automatically based on quantity and unit price.

Adding and Editing Items in the Table:

• Click the item name column in the table.
• A dropdown list of available items in the warehouse will appear.
• Select the required item from the dropdown list.
• After selecting the item, it will appear in the table with its details.
• You can edit the quantity and unit price as needed.
• You can also use the delete button in each row to remove the item from the transaction.

Navigation and Search Keys:

• Use the following keys to navigate and search within the stock transfer screen:
• > : Move to the next record.
• <: Return to the previous record.
• >]: Move to the last saved transaction.
• [<: Move to the first saved transaction.
• 🔍: Search using the transaction number you want to review or view.