How do I do a Locator Transfer on Posibolt?
How do I do a Locator Transfer on Posibolt?
- Log in to Posibolt and navigate the Posibolt Main Menu, on the right side you will see Menu options
- Select Stock in the Main menu, navigate to the sub-menu to locate Activities, and then select the Locator Transfer option under Activities to be redirected to the Locator Transfer screen.
- Enter a Barcode or scan a barcode, or a Description or Product Name, and click search, once you select the item(s) enter the Quantity on the right side of the screen and click Enter.
- After entering the Quantity, select the locators on the right side of the screen.
- You can add the Locator Transfer can be added by csv, navigate to the bottom left side of the screen and click csv. After clicking Add csv you will see a menu box that will show you your stock, and you can click Choose file and navigate to the folder that has the csv file you want to upload, click Open your csv will populate, and then click Import and your csv file will be imported and populated on the screen and click Complete.
The following are the filters used to generate the most reports report.
Search By: You can search by using any of the types in the drop-down. You will get a text field to enter the value of the selected type and click on search.
Group By: Grouping can help you find data quickly by organizing and providing a summary of search or filter results.
Product Category: Select a product category to evaluate the stock of all products in that category.
Price List: Select a sales or purchase price list from the drop-down, to evaluate the value of the stock.
Price: Determine if the report must display value with excluding or including tax.
Active: You can also evaluate the products that are active or not active in the system.
Warehouse: Valuate the products in a particular warehouse or all warehouses.
Organization: Search the stock valuation based on the Organizations.
Location: Search the products in a particular locator.
Valuation On: on a specific date
Having Stock On: If you want to check if any product had stock on a past date, enter the date and set the condition for quantities.
UOM: You can filter the report using the Unit of measure of the products.
Quantity-You can select the type of quantities to filter the search.
Condition-You can set the condition for the quantities.
Quick Valuation: Choose a price list and select the quick valuation check box. This will display the total value of the selected items.
Show Cost: This will display the cost price of the stock. This feature is dependent on Role configuration, “Show Cost Price”
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