How to make a bulk stock transfer out in Vatrix POS

One-line answer: A bulk stock transfer out sends a
long list of items from one location (for example the warehouse) to
another (a shop) by pasting the list from Excel instead of scanning each
item. Use it in ERP, Retail, Retail 2nd Edition, Restaurant, Laundry and
Weigh Scale editions when you have more than one location.

Before you start

• Both locations must exist in Master → Location
  Master.
• The items must exist in Master → Item Master and
  have stock in the sending location.
• Prepare an Excel sheet with item code (or barcode) in one column and
  quantity in the next, no headings.

Steps

1. Open Inventory → Stock Transfer → Stock Transfer
   Out. The Stock Transfer screen opens with a new DOC
   NO and today’s Date.
2. Select Location From (sending) and Location
   To (receiving).
3. In Excel, select the code and quantity cells and press Ctrl+C.
4. Click TOOLS and choose Bulk Itemcode From
   Excel (or Bulk Barcode From Excel if your
   sheet has barcodes).
5. The grid fills with Item Code,
   Description, UOM and
   Qty for each row. Check Total Items
   and Total Qty.
6. Type a Remarks note if needed, for example the
   delivery vehicle or driver.
7. Click Save, then Approve. Stock
   leaves the sending location and the transfer waits as pending for the
   receiving location.
8. Click Print or PRINT PRIVIEW for a
   delivery list to send with the goods.

Check it worked

Open Reports → Stock Transfer Report, choose
Stock Transfer Out and the date. Your document appears
with Pending Transfer until the receiving branch does
the Stock Transfer In.

Common problems

• Some codes did not load → They are not in Item
  Master or are frozen. Add them and paste again.
• Approve is blocked by negative stock →
  Inventory Control is on and the sending location has
  less stock than the quantity. Correct the quantity or do a Stock
  Adjustment first.
• Wrong location chosen → Delete the unapproved
  document with Delete and start again. Approved
  transfers must be reversed with a transfer back.

Video

FAQ

Can I include serial numbers in a bulk transfer?
Serial-tracked items need the SERIAL NO entered per
line after the paste.

Does the receiving branch see it automatically? Yes,
if both branches share one database. They pull it in Stock Transfer
In.

Can I edit a saved but unapproved transfer? Yes.
Open it from SAVED DOC, change lines, then Save and
Approve.

Need help?

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