Transfers - Revision history

Amy at 21:21, 14 June 2011

2011-06-14T21:21:44Z

Moha at 13:53, 8 June 2011

2011-06-08T13:53:24Z

Moha at 13:52, 8 June 2011

2011-06-08T13:52:12Z

Moha: Created page with "SME Inventory transfer allows the transfer of multiple items from a source warehouse to a destination warehouse. The inventory transfer will keep a record of the inventory transf..."

2011-06-08T13:50:20Z

Created page with "SME Inventory transfer allows the transfer of multiple items from a source warehouse to a destination warehouse. The inventory transfer will keep a record of the inventory transf..."

New page

SME Inventory transfer allows the transfer of multiple items from a source warehouse to a destination warehouse. The inventory transfer will keep a record of the inventory transfers.

 1. Go to the '''Inventory module''' and select '''Transfers'''.

 2. Click '''New'''.

 3. Do not fill in the transfer number as that will be filled in automatically with the next available number

 4. Fill in the reference number if needed.

 5. Select the Source warehouse

 6. Select the Destination warehouse.

'''*NOTE*''' You can have only ONE source warehouse and ONE destination warehouse per inventory transfer. These warehouses cannot be changed as soon as at least one item is transferred.

 7. Select the '''Transfer Details''' tab.

 8. Click '''New'''. A list of the possible inventory item from the source warehouse is shown.

 9. Select the item you want to transfer.

 10. Next a list of details for that inventory item is shown. This includes information such as serial numbers or lots of inventory. You can select multiple items in the details screen with the control and shift keys. Select the items(s) you want to transfer and click OK.

 11. Back on the '''Transfer Details''' tab, you will have to enter the quantity you want to transfer in the '''Move Available''' or '''Move Reserved''' columns. Note the actual available or reserved quantities. You do not want to try to transfer more than what is available.

 <12. Click '''Transfer Item''' to transfer individual line items or click Transfer All Items to '''transfer all the items''' in the list.

 13. The transfer is completed and status changed to closed.

'''You can also move stock in the inventory item
'''

# Go to the '''inventory item'''.
# Select the '''Material Details''' tab.
# Select the stock on the tab you want to move.
# Click '''Move Stock'''.
# In the Move Stock window, enter the '''Move Quantity''' and select the '''Destination'''.
# Click '''OK'''.

[[File:MoveSTockOption.png]]

@@ Line 1: / Line 1: @@
 SME Inventory transfer allows the transfer of multiple items from a source warehouse to a destination warehouse. The inventory transfer will keep a record of the inventory transfers.
 <br>1. Go to the '''Inventory module''' and select '''Transfers'''.
 <br>2. Click '''New'''.
 <br>3. Do not fill in the transfer number as that will be filled in automatically with the next available number
 <br>4. Fill in the reference number if needed.
 <br>5. Select the Source warehouse
 <br>6. Select the Destination warehouse.
@@ Line 18: / Line 12: @@
 <br>7. Select the '''Transfer Details''' tab.
 <br>8. Click '''New'''.  A list of the possible inventory item from the source warehouse is shown.
 <br>9. Select the item you want to transfer.
 <br>10. Next a list of details for that inventory item is shown.  This includes information such as serial numbers or lots of inventory.  You can select multiple items in the details screen with the control and shift keys.  Select the items(s) you want to transfer and click OK.
 <br>11. Back on the '''Transfer Details''' tab, you will have to enter the quantity you want to transfer in the '''Move Available''' or '''Move Reserved''' columns.  Note the actual available or reserved quantities. You do not want to try to transfer more than what is available.
 <br>12. Click '''Transfer Item''' to transfer individual line items or click Transfer All Items to '''transfer all the items''' in the list.
 <br>13. The transfer is completed and status changed to closed.
 '''You can also move stock in the inventory item'''
 #    Go to the '''inventory item'''.
@@ Line 43: / Line 28: @@
 #    In the Move Stock window, enter the '''Move Quantity''' and select the '''Destination'''.
 #    Click '''OK'''.
 [[File:MoveSTockOption.png]]

@@ Line 27: / Line 27: @@
 <br>11. Back on the '''Transfer Details''' tab, you will have to enter the quantity you want to transfer in the '''Move Available''' or '''Move Reserved''' columns.  Note the actual available or reserved quantities. You do not want to try to transfer more than what is available.
-<br><12. Click '''Transfer Item''' to transfer individual line items or click Transfer All Items to '''transfer all the items''' in the list.
+<br>12. Click '''Transfer Item''' to transfer individual line items or click Transfer All Items to '''transfer all the items''' in the list.
 <br>13. The transfer is completed and status changed to closed.