Stock Transfers: Listing

The Stock Transfers screen allows you to create and maintain daily or weekly part stock transfers. This screen allows you to move parts between locations.

To open the Stock Transfers screen, from anywhere in IntelliDealer, navigate to Product Support > Parts > Stock Transfers.

Topics in this section are:

Updating a Stock Transfer

  1. From anywhere in IntelliDealer navigate to Product Support > Parts > Stock Transfers tab.


  2. Search for the transfer you want to update.

  3. Move the cursor over a Transfer Number and select Update from the pop-up menu.



  4. Click Yes to continue with the stock transfer, creating a purchase order in the receiving store and a sales order and PicPak in the sending store.

    These reports are produced:

    PAR022 Parts Order Numbers Assigned
    PAR123

    Possible P/O Errors During Release

    For more information on the error message, please contact VitalEdge support at 1-855-876-2586.
    PICKPAK Picpak
    CSO012 Stock Transfer

Screen Description

The sorting options on the Stock Transfers screen are:

Sort by
Field Description
Transfer Number Sort the search results by transfer number.
Number of Parts Sort the search results by the number of parts being transferred.

The search field on the Stock Transfers screen is:

Field Description
Select Transfer Number Search for stock transfer by entering a transfer number.

The fields on the Stock Transfers screen are:

Field Description
Transfer Number The stock transfer number.
Number of Parts The total number of parts being transferred.
Total Average Cost

The total average cost of the parts on the stock transfer.

Total Average Cost is calculated based on the Average CostClosed The average cost is automatically updated whenever parts are receipted in the system (either through inventory adjustments or parts orders). When a part is returned, the system uses the Average cost to return that part to Inventory. To calculate Average Cost, assume a part is added to the system with a cost of $10.00 and 2 parts are receipted. The average cost is $10.00 for each of these 2 parts. Now assume the cost increases to $12.00 later in the year and 1 additional part is receipted after that cost has increased. The new average cost is calculated as follows: (Old Avg Cost x Old on Hand) + (New Cost x Number of Parts Receipted at New Cost) / Old on Hand + Number of Parts Receipted OR (10.00 x 2) + (12.00 x 1) / (2 + 1) = $10.66 of each part at the sending location at the time of the transfer.

Move the cursor over a Transfer number and select Edit from the pop-up menu to edit or add parts to a stock transfer.

Click on the Need to create a new stock transfer? Click here to add link to add a new stock transfer.

Move the cursor over aTransfernumber and select Update from the pop-up menu to update the stock transfer.

Data Source:

PARTTFR

Security: 826 - Parts Stock Transfer

Revision: 2025.02