Stock Requisition Transfers

Stock requisition is created when the user from a branch wants to find out if another branch or headquarters has the particular stock in place. This situation arises when the user branch ran out of stock and needs a stock transfer from another branch. If the stock is not available, there will be a need to issue a Purchase Order (PO) to the supplier to acquire more goods.

Scenario 1
Branch A wants to requisite stock from Headquarters (HQ).Thus, branch A must create a stock requisition. Headquarters then, send the stock to branch A through Internal Stock Transfer.
An internal stock transfer can only be executed between 2 branches in the same Profit and Cost Center (PC Center).

• Trading > Stock Requisition > Create
• Select the branch 'from' (sender) and branch 'to' (recipient).
• Enter any remarks if required.
• Click 'Save Details'.
• Click on 'Item Code' to search for the item to be transferred.

• Input the quantity of stock needed and any remarks. The balance quantity of stock available in the sender's inventory will be blinking at the bottom. You cannot request for an amount exceeding that quantity.
• Then click 'Submit'.

• The items will appear in a table below. Click 'Edit' or 'Delete' to do so.
• Click 'Save' to confirm or click 'Reset' to reset the details and Item Code.

• Trading > Other functions > Internal Stock Transfer > Create New Transfer
• Click 'Create New Transfer' at the top.
• Again, select the Branch 'to' and Branch 'From'.
• Enter 'Other Details':
  :- Transporter
  :- Reference number
  :- Date created
  :- Remarks
• Click 'Set Details'.
• In this case, the 'Item' is unnecessary.
• Under 'Actions', click on 'Stock Requisition #' to search. A pop-up will appear as in Picture A. If the number is entered and clicked 'Submit', the pop-up will not appear. Instead, the items will automatically loaded in line, as shown in Picture B below.

• Choose a date range. Click 'Submit'.
• Enter a quantity. Click 'Submit' then 'Close'.

• After the transactions have appeared in a table below, click 'Confirm and Save'.
• As seen below, multiple stock requisitions can be transferred together.

*Scenario 2*
Branch A wants to requisite stock from Headquarters. HQ does not have the particular stock. So, HQ decides to order from supplier.

• Procurement > Transactions > New Purchase Order
• Select a branch and click 'Set Branch'.
• Click 'Supplier' to search.
• Fill in the necessary blanks.
• Click on 'Stock Requisition' to search. Please see Picture A.

• A table will be displayed as below.
• Click 'Confirm and Save'.
• Click 'Edit' or 'Delete' if needed.
• This Purchase Order also supports multiple Stock Requisitions.

*Scenario 3*
Branch A wants to requisite stock from HQ. But, HQ denies the Stock Requisition.

• Go to Stock Requisition Listing.
• Click 'CLOSE'.