Vertical toolbar

Expand Toolbar (Alt+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Edit (F11)

Edit the stock transfer.

Insert (F4)

Create a new stock transfer.

Duplicate (Shift+F4)

Duplicate the stock transfer. You can select to Duplicate or Duplicate Contra.

Delete (F3)

Delete the document. Only available for saved, unposted documents, when the user has permission.

Print Transfer (Ctrl+P)

In Edit mode, the transfer is saved first.

Links (Alt+F6)

Opens Links On... for the record, with a list of links for the record. The button changes to indicate if links are present.

Memos (F6)

Memos and alarms can be entered or edited. The button changes to indicate if memos and alarms are present. Opens Memos On... with a list of Memos.

Refresh Weight and Volume

If the weight and / or volume of a Product changes, existing lines on Transfers are not automatically updated. Click Refresh Weight and Volume to re-calculate weight and volume from current Product Weight and Volume figures for all lines.

Print Dispatch Labels

Print labels using Dispatch Quantity. Product Label formatting is set in Document Defaults.

Print Receipt Labels

Print labels using Receipt Quantity. Product Label formatting is set in Document Defaults.

Delete Nil Lines (Alt+D)

Delete all nil quantity lines from the transfer. A line is considered nil if all quantities are zero.

Print Log

View the Print Log (requires Read access Permission for Company > Settings).

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.

Batch header

Source Location

Date

Period

Store Person

The original location, dispatch date, and the period goods were dispatched in. These fields must be completed if goods are being dispatched and receipted simultaneously, or dispatched to a transit location for later receipting to a final destination.

Dispatch

The Dispatch Status is shown.

Dispatch status can be changed between Unposted and Open.

Transit Location

Reference

Comment

The location of goods in-transit, along with shipping document numbers and expected arrival dates.

These are optional fields and can be left blank if goods are being dispatched and receipted at the same time.

Destination Location

Date

Period

Store Person

The destination with the date of receipt and the period receipted in. The Destination field must be completed, if goods are being dispatched and receipted simultaneously, or dispatched to a transit location for later receipting to a final destination.

The Date and Period fields must be completed before goods can be receipted to the final destination. To transfer the cost of products between branches and departments, you must type the relevant GL Account in the GL Transfer Out and Transfer In fields in IC Stock Group.

Print Status

Read-only, shows the print status of the document.

Unprinted, Document not printed.

Printed, Document printed.

View the Print Log (requires Read access Permission for Company > Settings).

Receipt

The Receipt Status is shown.

Receipt Status can be changed between Unposted and Open.

Transfer grid

Type

The Line Type select Product or Narrative.

Product

The Product code to transfer.

UOM Code

(UOM Active)

The UOM Code from the Product. If the Product has more than one UOM Code, you can select the code to use.

Dispatch / UOM Dispatch

The number of units dispatched from the Source Location above.

Receipt / UOM Receipt

The number of units received at the Destination Location above.

Adjustment / UOM Adjustment

The difference between the number of units dispatched and the number of units received, for example if items are lost or destroyed in-transit. The Receipt plus Adjustment figures must equal the Dispatch figure before you can post Receipt transactions.

Source Avail

The number of the Product available at the Source Location.

Dest Avail

The number of the Product available at the Destination Location.

Source In stock

The number of the Product in stock at the Source Location.

Dest In Stock

The number of the Product in stock at the Destination Location.

Unit

These are obtained from the Product record. They can be used (in a script) for apportioning freight and other costs across different Products.

Extended Weight

If UOM is Active, this is calculated as (Weight * UOM Quantity)+UOM Additional Weight.

If UOM is not Active, this is calculated as the Weight * Quantity.

UOM Additional Weight is setup in IC Units of Measure.

Extended Volume

If UOM is Active, this is calculated as (Volume * UOM Quantity)+UOM Additional Volume.

If UOM is not Active, this is calculated as the Volume * Quantity.

UOM Additional Volume is setup in IC Units of Measure.

Cost Price

The Cost Price for the Product record. This is determined by the Valuation Basis (Standard, Average or Latest Cost) in IC Settings. Read-only.

Cost Value

Calculated as the Cost Price * Quantity. Read-only.

Serial No

For Serial No Purchase tracked products if the quantity is 1 or -1 the Serial No may be entered, for other quantities enter Serial Nos in the Tracking tab.

For other Products the field is not available except where Allow Serial No on Non-Serial Lines has been selected in Company Settings.

Grid Toolbar

Expand Toolbar (Ctrl+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Zoom (Ctrl+F12)

Opens IC Transfer Line form view showing all visible fields in the customised grid, and additional fields not visible by default on the grid.

Insert (F4)

Insert a new line.

Move (Shift+Up) (Shift+Down)

Move the selected line.

Delete (F3)

Delete the selected line.

Sort List (Ctrl+F2)

Select the sort criteria in Sort - Line. The sort criteria will be retained on Save.

Customise(Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Product Quantities (Ctrl+Q)

Opens IC Product Quantity showing quantities at each location, to view stock availability and pending stock movements. Allows juggling stock 'on the fly'.

Select all (Shift+F4)

Clears the Adjustments field making all quantities in the Receipt field equal to those in the Dispatch field.

Revert all (Shift+F3)

Reverts to the most recently saved quantities in the Receipt and Adjustment fields. If the transfer is saved, this is unavailable.

UOM to Base

Available if UOM is Active. Converts the UOM for the selected line to the Base UOM, to allow you to make adjustments.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.

Tracking Panel

Show Tracking
Hide Tracking
(Ctrl+T)

Show or hide the Outwards and Inwards tracking detail for the current line.

Stock Panel

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the panel.

UOM Code (UOM Active only)

UOM code for the Product.

Source / Destination

All Quantities are available for Source Location and Destination Location.

In Stk / UOM In Stk

Quantity of the selected product in stock on hand.

Alloc / UOM Alloc

Quantity of the selected product currently allocated to customers.

Avail / UOM Avail

Quantity of the selected product available for sale.

Bk Ord / UOM Bk Ord

Quantity of the selected product on back order for customers.

Ship / UOM Ship

Quantity of the selected product on shipments not yet receipted.

On Ord / UOM On Ord

Quantity of the selected product on order from suppliers.

Commit / UOM Commit

Quantity of the selected product On Order or Shipped that is already committed to a Job.

Transit / UOM Transit

Quantity of the selected product in transit.

Totals

Customise

Opens Customise Fields, you can customise the fields visible in the stock levels panel.

Total Weight

Total weight for the Transfer.

Where UOM is Active, the Weight for each product is calculated as:

(Product Weight * Product UOM Multiplier) + UOM Additional Weight.

The UOM Additional Weight is set in IC Units of Measure.

Where UOM is not Active, the Product Weight * Quantity for each line is used.

Total Volume

Total volume for the Transfer.

Where UOM is Active, the Volume for each product is calculated as:

(Product Volume * Product UOM Multiplier) + UOM Additional Volume.

The UOM Additional Volume is set in IC Units of Measure.

Where UOM is not Active, the Product Volume * Quantity for each line is used.

Buttons

Transfer List

Opens Transfer List and selects the document.

Dispatch

Dispatch products from the source to the Transit Location. This affects the following data in IC Product > Quantity tab,

• Source Location, in-stock figures reduce by quantities specified.
• Transit Location, in-stock figures increase by quantities specified; in-transit figures reduce by quantities specified.
• Destination Location, in-transit figures increase by quantities specified.

If a line cannot be posted, for example, due to invalid data, make corrections before the transactions are posted. After posting, the window becomes read-only. At this point, you can print a report of posted transactions before closing the window. Once goods are dispatched, the transfer document will appear in the Transfers selection of the IC Transfer List as a posted transaction. From here, you can open the document when you are ready to Receipt the goods.

Receipt

Receipt products from the transit to the source location. This affects the following data in IC Products > Quantity tab,

• Transit Location, in-stock figures reduce by the quantities specified.
• Destination Location, in-stock figures increase by quantities specified; in-transit figures reduce by quantities specified.

If a line cannot be posted, for example, due to invalid data, type corrections before the transactions are posted. After posting, the window becomes read- only. At this point, you can print a report of posted transactions before closing the window. Once goods are receipted, the transfer document will appear in the History selection of the IC Transfer List as a posted transaction. You can post transfer transactions for all specified product records for transit and destination locations.

This affects the data in IC Product > Quantity tab > Transit Location

Both

You can post transfer transactions for all specified product records for Source and Destination locations. This affects the following data from IC Products - Quantity tab:

• Source Location - In Stock figures reduce by quantities specified.
• Destination Location - In Stock figures increase by quantities specified.

If there are lines which cannot be posted, for example, due to invalid data, you must enter corrections before the transactions are posted. After posting, the window will become read-only. At this point, you can print a report of the posted transactions before closing the window. Once goods are receipted, the transfer document will appear in the History selection of the IC Transfer List as a posted transaction.

Save

Saves the transfer without posting transactions (for example, to complete later). The transfer will appear in the Transfers selection of the IC Transfer List as an unposted transaction.

Cancel

Cancels any changes.