If you are familiar with the system, Quick Transfer is very similar to Request Transfer in function.
This feature helps you to transfer products between locations and only requires approval from your site. After you approve the transfer, it will be made instantly, as it doesn’t need to be approved by the other location where you are transferring the goods to.
Begin by clicking on Quick Transfer from the Main Menu.
- You will then be asked if you would like to perform an Outward Adjustment or an Inward Adjustment of your stock.
- Outward adjustments will send items TO your selected location. Inward adjustments will take stock FROM your selected location.
- Once you have made your selection, you will be presented with the transfer screen.
- Select location – here you select the branch or the department you would like to transfer the goods from (Inwards) or to (Outwards).
- If present, an e-mail address will be displayed, and once complete the transfer request will be sent to that address.
- Transfer Date - this will default to today, but you can edit this if the transfer occurred previously.
- Location Comment - add any comments that may be necessary for your transfer.
Attention: Please make sure that the date you enter is correct.
- You can navigate by pages, use the drop-down Group menu or the Search bar.
- Enter the required quantities in the Order Qty field.
- Once you have filled out your request, click on Finish Quick Transfer.
- To easily finish or review your request, click on the
option.
- Once finished, it needs final approval which will be opened as soon as we click on Finish Quick Transfer or can also be accessed from below:-
Changes can be done at this stage using the "Edit" option & once done, it can be approved using the "Approve" option.
Your transfer will then instantly be entered into both sites concerned.
Completed Transfer details can be checked by selecting the Transfers header on the main menu or any of the transfer reports.
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