Stock Transfer: Stock In
Receiving Transferred Stock In
1. Open and Login to the POS Works System Menu.
2. Navigate to Invoice Matching.
3. Select New.
4. Select Order Import/Match.
5. A Prompt message will appear- 'No Supplier has been set on the invoice. This means you will only be able to match Stock Transfers. Would you like to continue? Yes/ No'
6. Select Yes This will open Match Import window
7. Select required Transfer.
8. Select Import Store Transfer.
9. A Prompt message will appear- 'Are you sure that you want to import Stock Transfer (Location/ #)? Yes/ No'
10. Select Yes Program will return to previous window The items from the Stock Transfer will be imported into a New Invoice.
11. Check that information is correct:
- Supp Invoice #: = Store Transfer Invoice #
- Supp Inv Total: = Store Transfer Total on Invoice (Inc GST)
- Supp GST Total: = Store Transfer GST Total
- Invoice Date: = Store Transfer Date Invoiced
- (Optional) In [2] Notes Tab
- Name of person who checked off stock
12. Check item information is correct in the grid.
13. Select Accept.
14. Enter User ID and password.
15. Select Continue.
16. A Prompt message will appear- 'Would you like to generate labels for this invoice? Yes/ No'
17. Select Yes or No as required.