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How Do I Request An External Stock Transfer?

When you want to get stock from another location you need to make a transfer request. This produces the Transfer Request Report that is sent to the location you want to get the stock from.

Pre-requisites:

Locations, Items, Suppliers.

1

Select the Inventory task from the Main Menu.

2

Start the Transfer Request task.

3

Click the New button.
 The system adds a new transfer request and automatically assigns a transfer number.

4

Enter the code of your location that has requested the stock. If you don't know the location's code, press the button to search for it.

5

Enter the store location that will transfer the stock.

6

Click the Items tab.

7

Click the Item column in the grid to start adding items to the request. Click the btnSmallNew.gif (1125 bytes) button to open the Transfer Items window.

 

8

Enter the IPN of the item you want. If you only have the supplier's order code, press the Tab key to move to the Order column and enter the order code. If you don't have the IPN or the order code then click  to start an item search.

9

Enter the quantity you want to enter. You can enter this as either a number of units (in the Units Req column) or as a number of cartons (in the Cartons Req column).

10

If you need to add more items, press the btnSmallNew.gif (1125 bytes) button. Repeat Steps 6 to 7 until all items have been entered.

11

If you need to change the quantity for an item, simply click in the Units Req or Cartons Req column of the required item and enter the new values.

12

If you need to delete an item from the transfer do one of the following:

         I.      Click on the required row and then click the btnSmallDelete.gif (1109 bytes) button.
or

       II.      Click on the required row. Hold down the Ctrl key and press the Delete key. The system will check you want to delete. Click OK to delete the line, or Cancel to leave the line in the transfer.

13

Once all items have been entered, click the Print button.
Button_Print2.gif (1479 bytes)

The system prints out a transfer request. Check the details on it. If you need to add, change or delete items then repeat Steps 8 to 10. If you made changes, then press the Print button again and confirm the new transfer is correct. Repeat this until you are happy with the transfer.

14

Click the Send button to mark the transfer request as completed. You will not be able to change the items on this transfer now.
button_send.gif (1461 bytes)

15

Mail or fax the transfer request to the supplier.

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