A Guide to the Evergreen Trading System

Stock Transfer

Stock Transfer is a processing transaction upon receiving a stock transfer request. It creates a transaction record to transfer the stock to the requesting party. Please refer to stock transfer request for help.

Steps to create a stock transfer:

  1. Open the Stock Transfer Request List: Application Menu - POS - Stock Transfer Request.
  2. Locate the stock transfer request you want to process and click the Stock Transfer link at the right side to open the Stock Transfer screen.
  3. Verify and products and quantity you need to transfer. Make necessary changes if it is required.
  4. Click the Save button at the bottom of the page to create this stock transfer.
  5. Once the stock transfer request is confirmed, you may optionally click the Data Sync button the upload your transfer immediately.
If you do not press the Data Sync button, your transfer will be available for the requested head office / branch to process next day.

Please note the Data Sync button is available at the branches only. Head office users do not need to do so.

Steps to modify an existing stock transfer:

  1. Open the Stock Transfer Request List: Application Menu - POS - Stock Transfer.
  2. Locate the stock transfer you want to modify and click the Edit link at the right side to open the Stock Transfer screen.
  3. Make your modification and Click the Save button to confirm the changes.
  4. Once the stock transfer is confirmed, you may optionally click the Data Sync button the upload your changes immediately.

Steps to cancel an existing stock transfer:

  1. Open the Stock Transfer Request List: Application Menu - POS - Stock Transfer.
  2. Locate the stock transfer you want to cancel and click the Cancel link at the right side.
  3. Once the stock transfer is cancelled, you may optionally click the Data Sync button the upload your changes immediately.