How to Transfer Stock with Stock Mobile

About
Creating a Transfer
Add Items to a Transfer
Editing or Removing an Item from a Transfer
Process a Transfer
Viewing Historical Transfers
Points to Note

About

Within Stock Mobile, available with Sysnet Cloud, the Transfer Stock function allows you to efficiently to transfer stock between system locations using a mobile device.

This guide will walk you through:

Creating a Transfer

Adding Items to a Transfer

Editing or Removing an Item from a Transfer

Processing a Transfer

Viewing Historical Transfers

For further assistance with transfers, Stock Mobile, or Sysnet Cloud, please contact our H&L support team. You can log a support ticket in the client portal.

Creating a Transfer

From the Stock Mobile home screen, tap the Transfer Stock icon.

Press the Create New button.

Select the source location from the Transfer Stock From dropdown list.

Select the destination location from the Transfer Stock To dropdown list.

Tap the Proceed button.

Add Items to a Transfer

From the Stock Mobile home screen, tap the Transfer Stock icon.

Select an existing transfer or create a new transfer.

If selecting an existing transfer, on the Stock Item List screen, tap (+) Add Another Item

From the Find Stock Item screen, you can:
1. Scan a barcode using the mobile device’s camera
  Note: You can switch the camera you use to scan barcodes from the dropdown list.
2. Manually enter the barcode if the item won’t scan.
3. Search for an item by its description.

Select the unit to Transfer from the drop-down list.
Note: the unit (factor) linked to the barcode, or the inner unit (if searching by description), will be the default selection. Adjust this if needed.

Enter the quantity to transfer

Select Save and Continue Scanning to add more items, or

Select Save and Review to review the list of items

Editing or Removing an Item from a Transfer

To edit or remove an item in a transfer, navigate to the Stock Item List screen using one of the following methods:

Tap the Save and Review button after adding an item to the transfer.

Tap the (←) Back button in the top-left corner on the Find Stock Item screen.

Select an in-progress transfer from the Transfer Stock screen.

To edit a listed item:

Select the item to edit.

Update the unit and / or qty to transfer.

Select Save and Continue Scanning to add more items, or

Select Save and Review to review the list of transferred items.

To remove a listed item:

Tap the (x) cross icon in the top-right corner of the card containing the item to remove.

Confirm the removal.

Process a Transfer

The system totals will update to reflect the transferred items only after processing. To process the transfer:

From the Stock Item List, tap the Process button.

If successful, a pop-up dialog will appear with the message: “Transfer Successful”.

Tap Ok to return to the Stock Mobile home page.

Note: Processing the transfer is non-reversible. If there are mistakes in the items or quantities transferred, correct them with another transfer.

Viewing Historical Transfers

Stock Mobile provides a historical view of processed adjustments and movements in Sysnet Cloud.

To view transfer history:

From the Stock Mobile app, tap the Transfer Stock icon.

Tap Transfer History.

Scroll to find the historical transfer you want to view, and select it.

The Stock Item List screen will display the transfer source and destination locations, along with the items and quantities processed for this transfer.

Tap the (←) Back button or Home button when finished.

Points to Note

In progress or processed transfers in Sysnet Cloud are not viewable or editable in the on-premises modules and vice versa. Adjusted item quantities and values from processed transfers are synchronised between the Sysnet Cloud and On-Premise databases.

Sysnet Cloud processed transfers will be visible in the on-premise Stock (Inventory) > History tab, and adjustments from processed transfers will reflect in the on-premise Cost of Goods and Stock Movement reports.

Stock Mobile is designed to provide a streamlined and simplified experience. It does not include all the options or reporting functionality available in the on-premise product. Future Sysnet Cloud modules will offer more reporting features.