Stock Transfer in Flovix is designed to help businesses efficiently move inventory from one warehouse or location to another while keeping accurate records. This ensures that inventory levels are always up to date, reduces discrepancies, and improves warehouse management.
Using Stock Transfer, users can record transfer details, manage batches, track quantities, and handle multiple items in a single transfer. It also provides the ability to print transfer documents for record-keeping and auditing purposes.
Step-by-Step Guide to Perform Stock Transfer:
Access Stock Transfer Module
Go to the Stock Transfer section under the Inventory or Warehouse menu.
Click on Add New to create a new transfer.
Enter Basic Transfer Details
Transfer #: Auto-generated number for the transfer.
Transfer Date: Select the date of the stock movement (e.g., 03/06/2026).
Cost Center: Select the relevant cost center for accounting purposes.
Select Source and Destination
Select Source: Choose the warehouse or location from where the items will be sent.
Select Destination: Choose the warehouse or location where the items will be received.
Assign Employee and Shipping Method
Employee: Assign the responsible employee handling the transfer.
Ship Via: Select the shipping method (internal transfer, courier, etc.).
Add Items for Transfer
Quick Item Entry: Enter items one by one.
Item Code: Select the product/item to transfer.
New Batch: Select the batch if applicable.
UM: Unit of measurement for the item.
Quantity: Enter the number of units to transfer.
Price Each, Discount, Tax, Amount: Fill these if applicable.
Click Add to include the item in the transfer list.
Additional Notes and Options
Note: Add any remarks about this transfer.
Ship to different address: Enable if the stock is going to an alternate location.
Review Transfer Summary
Check Sub Total, Total, Paid, and Balance Due for accuracy.
Finalize Transfer
Save & Print: Save the transfer and print a copy for records.
Save & New: Save the current transfer and start a new one.
Cancel: Abort the transfer if any changes are needed.
Key Features:
Multi-warehouse inventory management
Batch selection and tracking
Unit of Measurement (UM) handling
Discounts, taxes, and pricing applied per item
Employee assignment and shipping method selection
Notes and additional instructions for transparency
Printable transfer documents
Benefits:
Keeps inventory records accurate and up-to-date
Minimizes stock discrepancies across locations
Streamlines warehouse operations and internal logistics
Provides clear documentation for audits
Reduces errors in manual stock transfer processes
This structured process ensures your stock transfers in Flovix are accurate, documented, and efficient, keeping your inventory management seamless.