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Internal Transfers

This function will allow you to create an Internal Transfer to transfer stock from one location to another immediately.

Figure: Example Internal Transfers Screen

Location

The location from which the goods are being transferred. All goods on a transfer must come from one location although the items can be transferred to many different locations.

Description

A description about the transfer. This does not have to be entered.

Transfer Date

The date the movement takes place.

Reference

A reference for this transaction.

Status

The status of the current transfer. The system will update the status automatically as you create, and prepare the transfer. The status codes are:

New

Indicates a transfer has been created but not yet printed.

Printed

The picking slip has been printed.

Partial

Indicates that some items of the transfer have been picked and Accept button pressed to update stock details.

Picked

Indicates that all items of the transfer have been picked and the Accept button has been pressed. Details cannot be changed.

The default status is Not Picked. If you want to pick only a few items on the transfer now and pick the other items later, change the status to Picked then press the Accept button. This will then change the status to Accepted. If you want to pick all items immediately leave the status as Not Picked. When you press the Accept button the system will check if you want to pick all items. This will then change the status of all items to Accepted.

Created

The user who created the transfer, and the date when the transfer was created. This is set automatically by the system.

Authorised By

The code of the user who authorised the transaction when it was accepted.

Comment

A general comment about the reason for doing the transfer.

There are buttons at the top of the window to control the transaction. Special buttons include:

Press this button when the stock is transferred. This will alter the stock on hand at both locations.

Transfer Items

These are the items that were transferred as part of this transaction.

From IPN

The IPN of the item we are transferring from. The system warns you if the item is not recorded as coming from this location.

From Order Code

The order code of the item we are transferring from.

From Description

The description of the item we are transferring from. This is automatically set by the system.

From Cartons

The number of cartons to be transferred.

From Carton Size

The carton size of the item being transferred. This is automatically set by the system.

From UOM

The unit of measure of the item being transferred from.

To Location

The location to which the item is being transferred to. Once this has been entered the system will use it as the default location for subsequent items. This speeds the process of entering a transfer.

To IPN

The IPN of the item we want to transfer to. This will default to the From IPN but can be changed to another item with a compatible unit of measure.

To Order Code

The order code of the item being received.

To Description

The description of the item we are transferring to.

To Qty

The quantity being received.

To Cartons

The number of cartons being received.

To Carton Size

The carton size of the receiving item. This is automatically set by the system.

To UOM

The unit of measure of the receiving item.

Status

The status of this particular item in the transfer.

Not Picked

The item has not yet been picked for the transfer.

Picked

The item has been picked.

Accepted

The item has been accepted and the stock details adjusted. This status is set by the system.

Reference

You can enter your own reference number for this particular item.

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