A Guide to the Evergreen Trading System

Stock Transfer Request

Stock Transfer Request raises a request to head office or other branches for stocks. The transaction data will be sent out through the data synchronization channel to head office or the requested branch.

Steps to create a stock transfer request:

  1. Open the Stock Transfer Request List: Application Menu - POS - Stock Transfer Request.
  2. Click the Create button to open the Stock Transfer Request screen.
  3. Select head office or the branch from which you wish to get the stock by clicking the select icon next to the Transfer From text box.
  4. Select the products you need to include in this stock transfer request by clicking the select icon next to the Product Code text box.
  5. Fill in the quantity for every product you selected.
  6. Click the Save button at the bottom of the page to create this stock transfer request.
  7. Once the stock transfer request is confirmed, you may optionally click the Data Sync button the upload your request immediately.
If you do not press the Data Sync button, your request 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 request:

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

Steps to cancel an existing stock transfer request:

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