Editing Transfers
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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. | 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. | ||
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<br>1. Go to the '''Inventory module''' and select '''Transfers'''. | <br>1. Go to the '''Inventory module''' and select '''Transfers'''. | ||
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<br>2. Click '''New'''. | <br>2. Click '''New'''. | ||
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<br>3. Do not fill in the transfer number as that will be filled in automatically with the next available number | <br>3. Do not fill in the transfer number as that will be filled in automatically with the next available number | ||
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<br>4. Fill in the reference number if needed. | <br>4. Fill in the reference number if needed. | ||
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<br>5. Select the Source warehouse | <br>5. Select the Source warehouse | ||
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<br>6. Select the Destination warehouse. | <br>6. Select the Destination warehouse. | ||
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<br>7. Select the '''Transfer Details''' tab. | <br>7. Select the '''Transfer Details''' tab. | ||
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<br>8. Click '''New'''. A list of the possible inventory item from the source warehouse is shown. | <br>8. Click '''New'''. A list of the possible inventory item from the source warehouse is shown. | ||
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<br>9. Select the item you want to transfer. | <br>9. Select the item you want to transfer. | ||
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<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>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. | ||
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<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>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. | ||
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<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. | ||
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<br>13. The transfer is completed and status changed to closed. | <br>13. The transfer is completed and status changed to closed. | ||
| − | '''You can also move stock in the inventory item''' | + | |
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| + | '''You can also move stock in the inventory item | ||
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# Go to the '''inventory item'''. | # Go to the '''inventory item'''. | ||
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# In the Move Stock window, enter the '''Move Quantity''' and select the '''Destination'''. | # In the Move Stock window, enter the '''Move Quantity''' and select the '''Destination'''. | ||
# Click '''OK'''. | # Click '''OK'''. | ||
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[[File:MoveSTockOption.png]] | [[File:MoveSTockOption.png]] | ||