Just as you can receive and issue goods from a warehouse, you can also transfer goods between warehouses. A stock transfer is nothing more than an issue from warehouse A followed by a linked receipt into warehouse B.
When creating a stock transfer, you can use document types to save yourself the effort of filling in the required details on each individual document.
Creating Document Types
Go to stock document types ("Goods –> Stock Document Types") and create two types here: "Transfer Receipt" and "Transfer Issue".
First, we will create the document type "Transfer Receipt". You can fill in a number of details, such as whether it is an accounting document or not. In our case, however, it is sufficient to fill in only the movement type.
Once this document type is configured, we can save it and proceed to creating the "Transfer Issue" document type. This one contains more important fields.
Movement type + specification
Set this to "Transfer Issue". Thanks to this specification, Flexi knows that this is a stock transfer and will require the transfer to be completed with a receipt into the destination warehouse.
Transfer document type
Determines the document type that will be used when creating the receipt into the destination warehouse. In our case, this is the previously created document type "Transfer Receipt".
Once the above settings are in place, we can proceed to creating the stock transfer.
Creating a Stock Transfer
As mentioned above, a stock transfer always has two sides — an issue and a receipt. The issue must always be created first. With the correct configuration, Flexi can automatically create the receipt into the destination warehouse.
In the issue document, you can (in addition to the details pre-filled from the document type) specify the destination warehouse. If you fill this in before saving the document, Flexi will not prompt you for the warehouse when saving.
You also need to fill in the items being transferred and save the document. If everything mentioned in the guide above has been filled in, Flexi will ask whether you want to complete the transfer.
Upon confirming the prompt, a receipt will be created for the destination warehouse. All details are filled in automatically by Flexi.
Once the receipt is saved, the stock transfer is complete. The goods will then be located in the destination warehouse.