This article explains how to carry out stock transfers between locations (warehouses) in Qoyod, the required fields, the three save options, and the role of the transit account.
Path in Qoyod
Products and Costs › Stock Transfers › Create Stock Transfer
Steps
- From the “Products and Costs” dropdown menu, select “Products and Costs”.
- At the top of the page, click “Stock Transfers”.
- On the Stock Transfers page, you can browse previous transactions and search by source location, destination location, date, and status.
- Click “Create Stock Transfer” to start a new transfer.
- Fill in the fields (see the next section).
- Choose one of the three save options.
Required Fields
- Source location and Destination location.
- Products and quantities: more than one product can be transferred in a single transaction.
- Transit account: used when the quantities have not yet arrived at the new location.
- Additional information (optional): project, custom fields.
Save Options
- Send: quantities are removed from the source location, and the transit account is affected.
- Send and Receive: quantities are moved out of the old location and received at the new location into its linked inventory account.
- Save as Draft: the transaction is saved without affecting accounts, until later confirmed with “Send” or “Send and Receive”.
