The transfer note is the document who certify the transfer from one stock management of the goods to another.
Waybill is the document certifying the transfer from one management to another of the goods between two different physical locations; for example when it is necessary to transport goods by car.
Access the "Management - Stocks" menu item and check the stock for the transfer.
Select Stock Transfer from the menu on the right:
Check one of the transfer note or waybill boxes
Fill in the transfer date, the destination location and enter the quantity of goods you want to transfer in the transferred value field.
Save
3. The waybill or transfer note is automatically generated:
the waybill and note can be printed or downloaded in PDF from the three dots in the top right corner.
Lot No. and Expiry date columns on the delivery note and the transfer note
On the delivery note, the product table has the following columns: No., Name, Lot No., Expiry date, UM, Quantity, Unit price excl. VAT, Total price. On the transfer note, the table has the same columns, without Expiry date.
The Lot No. and Expiry date columns are intentionally left blank. The lot number and the expiry date (best before) are filled in by hand on the printed document, because Ebriza does not track lots and expiry dates in stock and cannot fill in these columns automatically. If you need the expiry date on the transfer note, you can write it by hand next to the lot number, or you can issue a delivery note instead of the transfer note.
If you have chosen to transfer without a document, then the software will only transfer the goods without issuing any documents.
Any transfer can be edited from Stock Management - History
How to see both locations of a transfer on the same row
In Stock Management - History a transfer appears as two separate movements: a Transfer out on the
source location and a Transfer in on the destination location, each row showing only its own
location.
If you have the Insights app and want to see where the goods left from and where they arrived on the
same row, write to us: we will add the Source location and Destination location columns to your
stock-movement report.
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