Article #299 Mobile Stock Transfers

An essential part of Inventory Management is monitoring which inventory is transferred between which warehouses/cost centers. The most efficient way to do this is to create Inventory/Stock Transfers in Solid Sales Pro™, which allows quantities to be transferred between cost centers via a traceable and printable transaction.

To create an inventory transfer using a mobile computer, the user logged into Solid Sales Pro™ must be a Supervisor. If the logged-in user is not a supervisor, you can only view existing stock transfers.

NOTE: To use Stock Transfers in conjunction with QuickBooks, you will need to run QuickBooks Enterprise with Advanced Inventory.

For more information on creating a user login for Solid Sales Pro™, please read Solid Know How™ Article #278 Setting Up Passwords for Solid Sales Pro.

SolidRouteAccounting.com

You will need to enable Stock Transfers for the mobiles to do this:

1. Log in to SolidRouteAccounting.com
2. Navigate to the Mobiles screen
3. Select the mobile to edit, and click on [Edit]
4. Place a check mark next to "Can create Stock Transfers"
5. Click on [Save]

Solid Sales Pro™

1. First, log in to Solid Sales Pro™, then from the 0000 Main Menu, tap on [Create Stock Transfer].
2. From the 2400 Create Stock Transfer screen, select the source and destination warehouse or cost centers from the drop-down list.
3. To begin the inventory transfer creation process, select [Add Item].
4. On the 2410 Add Items screen, start adding items to this Inventory Transfer. Items are added to this transfer in the same way as to an invoice. Inventory can be added by scanning a barcode from this screen, using the [+] button to manually add items from a list or by entering a value into the quantity boxes.
5. On the 2415 Item Details screen, the "Warehouse OH Qty" field displays the quantity in the selected cost center, and the "Transfer Qty" field is used to enter the amount being either transferred to or from another cost center. Similar to creating an invoice transaction, positive quantities indicate that inventory is being taken out from the source warehouse/cost center and transferred to the destination warehouse/cost center. To bring inventory into this truck/cost center, use negative quantities (just as you would when accepting a customer return).
6. Once all items have been added from the 2410 Add Items screen, use the [Back] button to return to the 2400 Create Stock Transfer screen.
7. Use the [Save] button to save this Inventory Transfer to the mobile computer's memory and apply the quantity changes to it. Once saved, sync the mobile computer at the nearest opportunity to apply this transfer throughout Solid Route Accounting™.

Solid Fusion™

Now that the mobile device(s) have synchronized the stock transfers to SolidRouteAccounting.com, you will need to export them to the accounting system, such as QuickBooks. To do this:

1. Open Solid Fusion™
2. Click on the [Sync Now]
3. Solid Fusion™ will now export Stock Transfers to the accounting system