OrderMate stock control is an advanced stock management system that allows businesses to manage incoming and outgoing stock. If stock has been brought into the wrong area or is being physically moved to another area, OfficeMate can be used to transfer the stock on hand between stock areas.
Step 1 - Viewing Previously Entered Transfers
Navigate to Transfers in the navigation panel in OfficeMate.
A list of previous transfers will display, use the search fields at the top to view transfers for a specific date range, stock area or user.
Select a stock group on the left to view transfers for that stock group.
Step 2 - Making a Transfer
To enter a new transfer, select the 'Add' icon located at the right of the screen.
The following screen will display and can be edited to enter the details of the transfer.
User: Select the user whom is entering the transfer.
Stock Item: Select the stock item by using the drop down arrow or select the 'search' icon to search for a stock item.
Quantity: Enter the quantity to be transferred.
Transfer From: Select the stock area that the stock is being transferred from. Current Stock on Hand and post transfer Stock on Hand figures will display.
Transfer To: Select the stock area that the stock is being transferred to. Current Stock on Hand and post transfer Stock on Hand figures will display.
Usage Date: This will automatically default to the current date and time and can be changed to any time within the current stocktake period.
Reason: A reason for the transfer can be entered.
Select the green 'Add' icon to enter this transfer. Continue to enter transfers in this way, after the last transfer has been entered, select the red cross to exit this screen.