Transfer stock

Find this screen

Open: Stock Control > Enter Transactions > Adjustments > Transfer Stock

How to

Record a stock transfer

Open: Stock Control > Enter Transactions > Adjustments > Transfer Stock

Select the Stock Item.

Note: You cannot transfer an inactive stock item.
Enter the transfer details on the Details tab.
1. In Current Stock Location, select the Warehouse and bin that you want to transfer stock from.
  
  Note: The terms Warehouse and Bin can be customised, so they might have different names in your Sage 200 company. You can customise these by setting Configurable names in Stock Control Settings (in the Sage 200 desktop).
2. In Transfer To, select the Warehouse and bin that you want to transfer stock to.
  
  Tip: To transfer stock to a bin that hasn't been set up yet, select Add New Bin. See Add a new warehouse bin.
3. Enter the Quantity of stock to be transferred.
  
  You can enter a quantity of up to five decimal places.
4. Accept or amend the transfer Date.
5. Enter an optional Reference or Second reference for the transfer.
If you want to check stock levels for a warehouse:
1. Select the Stocking Levels tab.
2. Select the Warehouse that you want to check stock for.
To continue with the transfer, select Save.

Add a new warehouse bin

Select Add New Bin.
Select the Warehouse where the bin is located.
Enter the Bin name.

Note: The bin name must be unique for this warehouse. The bin name is not case-sensitive, so you can't have two bins called "A1" and "a1".
Select the Allocation priority.

If this stock item is stored in more than one bin in this warehouse, the stock is allocated in order of bin priority (from 1 to 9).
Select Save to add the bin.

Useful info

About transferring stock

You can transfer stock between both warehouses and bins.

Sage 200 checks how the transfer will affect the item's stock level at its current and target locations.

You'll see warnings if the quantity requested at the current location:

Exceeds the total quantity in stock. This includes free stock and allocated stock.
Exceeds the free stock at the store.
Causes the stock quantity to fall below the re-order level.
Causes the stock quantity to fall below the minimum stock level.

You'll also see a warning if the transfer causes the overall stock quantity to exceed or fall below the specified levels for the stock item in the target location.

You can still continue to transfer the requested quantity, or amend it so that the transfer quantity is inside the stock levels specified for the item.

If the transfer includes allocated items, the allocation requirement remains at the current warehouse.