The "All stock transfer lines" screen gives a combined overview of all individual lines from internal stock transfers in Sapera. Unlike the internal transfer archive, which shows transfer operations as a whole, this screen shows each individual item line across all journals and operations.
This makes it possible to search across transfers and see exactly which items have been transferred, from and to which locations and organizational units, at which cost price and sales price type, and whether the line is processed and posted.
The screen is a read-only overview — nothing is created or changed from here.
From the hamburger menu in the top left corner of Sapera, open Financial. In the left menu select Product → Internal transfer archive. Then click the All transactions button at the top left of the screen.
You are now on the overview of all stock transfer lines.
If you cannot see the menu item, you probably do not have permission for it. Contact support.
Internal transfer archive: The button at the top left (with a left arrow) is always active and takes you back to the Internal transfer archive screen (the overview of transfer operations).
Information...: The button at the top is active when a line is selected in the list. Click it to open the detail popup for the selected line's transfer operation.
Double-click a processed line: Double-clicking a line that is processed (i.e. has an associated transfer operation) opens the same detail popup. Double-clicking an unprocessed line has no effect.
Right-click / context menu: Right-click a line to access shortcuts. The menu items depend on the line's data: Open product is always shown, Open serial number item is only shown if the line concerns a serial number item, and Internal transfer - stock information is only shown if the line is processed (has a transfer operation).
Processed (checkbox): Indicates whether the line is processed, i.e. whether a transfer operation has been created for it. Can be filtered on Yes/No.
Processed (date): The date and time for when the line was processed. The column is sortable (default: descending order) and can be filtered on a date range.
Stock journal: The internal transfer journal the line belongs to. Can be filtered via a selection menu with all existing journals.
Stock date: The date set as the stock date for the transfer line. The column is sortable and can be filtered on a date range.
Product: Item number and name of the product being transferred. Can be filtered via product lookup.
Variant: The product's variant, if relevant.
Serial number item: Serial number on the product instance, if the line concerns a serial number item.
Product category: The category the product belongs to. Can be filtered via a category selection menu.
Quantity: The number of units being transferred (decimal format).
Source org. unit: The organizational unit the item is transferred from. Can be filtered via org. unit filter.
Source stock location: The specific stock location the item is transferred from. Can be filtered via a server-paginated location list.
Destination org. unit: The organizational unit the item is transferred to. Can be filtered via org. unit filter.
Destination stock location: The specific stock location the item is transferred to. Can be filtered via a server-paginated location list.
Cost price excl. VAT: Cost price for the item at the time of transfer (currency format). The column is sortable and can be filtered on an amount range (allows negative values and zero).
Sales price type: The type of sales price chosen for the transfer line, e.g. "Cost price (FIFO)" or "Sales price - 0 %".
Sales price incl. VAT: The calculated sales price based on the sales price type (currency format).
The overview can be filtered on the following: Processed (Yes/No), Processed date (date range), Stock journal (selection menu), Stock date (date range), Product (product lookup), Product category (selection menu), Cost price excl. VAT (amount range, allows negative values and zero), Source org. unit, Source stock location, Destination org. unit and Destination stock location.
Double-click a processed line, or select a line and click Information... at the top, to open the detail popup for the transfer operation.
At the top of the popup, Created by and Created on are shown for the relevant transfer operation.
The popup contains the following tabs:
The Entries tab: Shows a sub-panel with all transfer lines associated with the operation. In addition to the columns shown in the main list, Customer, Supplier and Description are also shown here for each line. It is possible to right-click a line in this panel to open the product page (Open product) or the serial number item (Open serial number item), if the line concerns a serial number item.
Tabs for Stock document (dept.): If the operation has associated stock documents, one or more dynamic tabs are shown with the label "Stock document (department name)". Each tab shows the relevant stock document.
Tabs for Finance document (dept.): Similarly, dynamic tabs are shown for any finance documents with the label "Finance document (document number) (department name)". These give direct access to the accounting's finance documents.
Repost (administrators only): Admin users see a Repost button at the top of the popup. Click it to repost the accounting for the transfer operation. The popup closes automatically afterwards.
If you have questions, you are welcome to contact support.
Want to know more?
Read more in these related articles:
Journal for internal transfer
This article walks through how to create a journal for internal transfer in Sapera
Internal transfer archive
The internal transfer archive shows all completed internal stock transfers between organizational units. Here you can search and filter across transfers, view details about entries, stock documents and accounting documents, and navigate to the associated product page or serial number item card.
Warehouses
This article walks through how to create and use warehouses for managing stock locations in Sapera
