Inventory - Warehouse Transfer

Welcome to Citicon Payroll and Accounting Systems - Inventory (Warehouse Transfer) module. This module is designed to meticulously track and manage the movement of inventory items between different plant locations, ensuring accurate stock levels and clear accountability during transfers.

Key Purposes

Accurate Transfer Documentation: Create precise records for all inter-plant inventory transfers, detailing the origin, destination, date, item descriptions, and quantities moved.
Real-time Stock Reconciliation: Facilitate accurate adjustments to inventory levels at both the source and destination plants, ensuring that stock records reflect actual physical locations.
Enhanced Accountability: Track the transfer process, including approval levels, to ensure accountability for items in transit and proper handover between locations.
Optimized Inventory Distribution: Provide insights into material movement patterns, aiding in strategic inventory placement and optimizing supply chain logistics across different plants.
Flexible Data Management and Reporting: Allow for the generation, addition, and export of transfer entries as CSV, supporting detailed analysis, auditing, and seamless integration with other inventory processes.

Inventory (Warehouse Transfer) Module User-Manual

This section provides details, and set-by-step instructions to view, and access the Inventory (Warehouse Transfer) module.

Index Page

To access the Inventory (Warehouse Transfer). Go to Accounting, select Purchases, Vouchers & Inventories, select Inventory, then select Warehouse Transfer. a. Adjust the paging, ordering, and sorting of the entries here.
b. Input the necessary details here to generate entries.
c. Select the respective button to either Add, Approve, or Export entries.
d. Search for specific entry details using the search bar.

Generate Entries

Set the Date Range of the entries you wish you generate.
Input the Plant/s you wish to generate entries from.
Select the Generate button.

Add Entry

Select the Add button to add a new entry.
Input the necessary details for your new entry.
All fields that has an asterisk (*) are required to be filled up.
Select the Save button to save your new entry.

For Approval Entry

Select the Batch Approvals button to approve an entry.
Select the For Approval tab.
Select the entry that you want to approve.
Select the Approve button to approve the entry. In cases where you want to delete an entry, select the entry you want to delete, then select the Delete button.
To view the details of an individual entry, select the folder button and from here, you may either Edit, Approve, or Delete the entry.

Explore Citicon Payroll and Accounting System: Accounting - Reports - Purchases Report (All)