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screenSpec: Warehouse > Item Stock Transfers – OneSource: Inventory for QuickBooks Online screenSpec: Warehouse > Item Stock Transfers – OneSource: Inventory for QuickBooks Online

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screenSpec: Warehouse > Item Stock Transfers

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(Steve will finish the design notes asap)

Overview

Screen Objects and Layout

How it Works

  • User will select the Transfer To Warehouse (from drop down list)
  • User will enter a QTY on any ‘Receipt’ that they want to transfer the Item From.
  • User will click the Transfer Stock button (on bottom right corner).  This will:
    • Create x records in the ItemStockTransfer table (1 record for each Item that needs to be transferred (regardless of the # of Receipts that they are coming from)).
    • If the Stock Transfer affects the ‘entire’ Receipt then the Receipt Warehouse will change to Transfer and a Log entry will be created in the ItemTransactionLog table.
    • If the Stock Transfer affects ‘part’ of a Receipt then we will modify the Receipt to adjust the qty ‘down’ (if we are transferring part of it) and then we will make a NEW Item Receipt that shows the items being transferred in the Transfer warehouse.  We will also make an entry in the ItemTransactionLog table.
  • User can click on the Cancel button. When clicked this popup will appear IF they have selected 1 or more items to transfer: ‘You have 1 or more items selected to transfer.  Are you sure you want to Cancel this Stock Transfer?  (Yes, No)

 

 

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