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Transfer Send - Basic

This function will allow you to create or update a Transfer Send to indicate that stock is being sent from one location to another.

Transfer From Location

This is the code of your location that you are transferring, or sending, the stock from. If you don't know the code, click the button to search for it. If the Use Management Areas on Transfers in System Settings is checked on, the Location Search is filtered based on the Management Area. Once you have marked the transfer as 'Sent', you cannot change this location.

Request Store Location

This is the code of the location which is requesting the stock. If you don't know the code, click the button to search for it. Once you have marked the transfer as 'Sent', you cannot change this location.

Special Instructions

These are special instructions to the location to which the goods are being sent, for example 'goods are shipped as is with no warranty'. A default instruction can be recorded on the Special Messages tab within Locations. A different message can be set up for each location. This default instruction will be displayed for each new transfer send. You can keep the instructions or change them as required.

Comments

A general comment about the transfer send. This is simply used for your own notation. For example, 'shipped the items with the least damage'.

Status

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

New

Indicates a transfer request has been created but not yet printed.

Printed

The transfer request has been printed but not sent.

Sent

The Accept button has been clicked and the stock has been sent to the requesting location.

In Transit

The stock is in transit to the requesting location.

Created

The user who created the transfer, and the time 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.

Transfer Request #

The number of the Transfer Request transaction that originally asked for these items to be transferred.

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

This button is pressed to print a variety of reports. It will display the Transfer Send Reports window.

Press this button when stock has been sent.

Press this button to import items from. See Importing Data for further details.

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