Inventory Transfer

Transfer

Number

To view the details of an existing transfer, select the Transfer number from the drop-down menu.

Vendor

When creating a new transfer order, select the appropriate store/vendor from the drop-down menu.

Date

When creating a new transfer order, select the desired transfer date. The default setting is today's date.

UnpostAll

To UnPost all items on the selected transfer order, click the UnPost All button.

Post All

To post all items on the selected transfer order, click the Post All button.

Delete Item

To delete an item from the selected transfer order, select the item and click the Delete Item button. You will be prompted to confirm the deletion.

Invoice Number

Enter the invoice number for the selected transfer order, if any.

Transfer Details

A list of each item on the selected transfer order is displayed, along with the item's quantity transferred, unit, cost, quantity recorded, post status and date, and total amount. To enter a new item to the selected transfer, enter the information for that item on the top row (displayed in yellow).

Export

To export the selected transfer order, click the Export button. In the dialog box that appears, navigate to the desired folder, enter a file name, and select a file type (PDF, Excel, or Word). Click the Save button to save the file.

Print

Click the Print button to print the selected transfer. Select the desired printer in the window that appears, and then click OK.

Delete

To delete the selected transfer, click the Delete button. You will be prompted to confirm the deletion.

Copy to New

To clone the selected transfer, click the Copy to New button. A new transfer will be created with the same information as the selected transfer.

New

Click the New button to create a new transfer order. Following are instructions for entering a new purchase order:

1. Select a Store by clicking on the drop-down list.

1. Enter the Invoice #, if available.

1. Click on the Item # field and begin typing the first Item # from your invoice. As you type the number, the field will auto populate, when the correct number is selected press the Tab key on your keyboard. The rest of the fields will populate.

1. Continue to hit the Tab key, stop at the Qty field, and enter the correct quantity.  The default is one.

1. Verify the price.

1. Continue hitting the Tab key until a new line appears. Follow steps 1-6 until all your items are entered.      

Once all the items are entered, select Save at the bottom of the screen.

Save

Click Save to save any changes.