A Guide to the Evergreen Trading System
Stock Transfer Request
Steps to create a stock transfer request:
-
Open the Stock Transfer Request List: Application Menu - POS - Stock Transfer Request.
-
Click the Create button to open the Stock Transfer Request screen.
-
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.
-
Select the products you need to include in this stock transfer request by clicking the select icon next to the Product Code text box.
-
Fill in the quantity for every product you selected.
-
Click the Save button at the bottom of the page to create this stock transfer request.
-
Once the stock transfer request is confirmed, you may optionally click the Data Sync button the upload your request immediately.
Steps to modify an existing stock transfer request:
-
Open the Stock Transfer Request List: Application Menu - POS - Stock Transfer Request.
-
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.
-
Make your modification and Click the Save button to confirm the changes.
-
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:
-
Open the Stock Transfer Request List: Application Menu - POS - Stock Transfer Request.
-
Locate the stock transfer request you want to cancel and click the Cancel link at the right side.
-
Once the stock transfer request is cancelled, you may optionally click the Data Sync button the upload your changes immediately.