Transfers and the Transfers List

While Adjustments are local changes within a single location, transfers allow you to move items between different locations.

There are two methods to transfer items; Transfer Request and Quick Transfer.

Selecting the Transfer Header on the main menu will give you the option to review any transfers entered on the system.

Request Transfer and Quick Transfer information is displayed in the same format, with type distinctions and whether the transfer went in or out of that location:

• Transfer Date - the date the transfer took place
• Transfer Name - the type of transfer
• To / From - the name of the location the transfer went to or came from
• Reference No - the transfer reference number
• Outward/Inward Amount
• Approved By
• Approved On
• Quick Transfers can also be deleted by clicking the Delete icon.
  • Request Transfers cannot, as their records exist across multiple locations. For nullifying request transfer records, the transfer needs to be recorded in the reverse manner.

All of the above information can be printed or exported to Excel.

You can view similar information regarding your transfers in the various transfer reports within the Reports section.