You may add a new Transfer Order either in sliding window (Account Panel) or on the Start Page Common Tasks window Order Management section. Click the Add Transfer Order link.
You may add a new Transfer Order either in sliding window (Account Panel) or on the Start Page Common Tasks window Order Management section. Click the Add Transfer Order link.
You may also click the Pending Transfer Orders link on the left side of the screen or click the View Pending Transfer Orders link in the Transfer Order section on the Start Page. The next window will open.
Click Add. The next window will open.
Enter all the necessary data. To learn how to do this, click the following link: Add Transfer Order.
Choose the Transfer Order Items tab. The next window will open.
This tab allows adding items to the Transfer Order. In order to add an item, click the Add Item button. The next window will open.
Select an Item - Allows you to select an item from
the items available in the inventory.
Transfer From - Allows
you to select the amount of items you wish to transfer.
Transfer To - Allows you to edit the entries; selecting the destination, items will be transferred
to.
Selecting an Item
You can organize item search by the following criteria: Item Code, Description, UPC No.
For example:
Choose the desired item.
The selected item will appear in the second Transfer From section.
Adding Entries
After item has been selected, it becomes possible to edit only Transferred Item Quantity field. The other fields cannot be edited for they represent the current inventory for the item.
Notice two fields: Allocated Packages and Allocated Items. These are item quantities that are already included in other work orders.
Once you enter the quantity of items to be transferred in the Transferred Item Quantity field, click the Add Entry button. The entry will be added to the Transferred To field.
Editing Entries
In this section, you can edit the entry. Click the field you wish to edit and change its value. Although this is a transfer order and not a repackage order, you can still change the quantities and ratios.
Manufacturer
This field is Read-Only. It shows the manufacturer of the Item.
Number of Pallets
This field shows the quantity of pallets used. When this field can be edited, the following window appears:
The Assign number of pallets window allows user to assign Pallet's quantity that will be used for On-hand Inventory left*. The user can also assign Pallet's quantity that will be used for transfering Inventory.
*There cannot be less than one pallet left On-Hand. Pallet's quantity cannot be more than it was assigned for the current Inventory .
On-Hand pallet count field is locked:
1. If Master package for On-hand Inventory is Pallet.
In the On-Hand pallet count field the Pallet’s value for
Inventory with Pallet as Master Package Type will be the one left on-hand
after Transfer Order is performed. Consequently, the Inventory used
will have the default value of pallets that have been used.
For example, the user has 10 pallets of 25 cartons. If the user repacks 100 units of inventory (i.e. there will be 4 packages), after repackage there will be 6 pallets of 25 cartons (10 - 4). Thus, there will be quantity of 6 shown in the On-Hand pallet count field. And the value of 4 will be assigned by default to the Transferred pallet count field.
2. If the whole Inventory is transferred (i.e. "0" pallet is left on-hand).
3. If On-Hand Inventory has no Pallets assigned (i.e. "0" value), the On-Hand pallet count field will be locked. however, the user can assign the value of pallets for transferred Inventory in the Transferred pallet count field.
Transferred pallet count field is locked:
1. If Master Package for transferring Inventory is Pallet.
If both fields are locked, Assign number of pallets window will not be shown at all.
Single Package Weight
This field shows the weight of one package. It is Read-Only field.
Items Condition
There are three possible condition states for the item: Intact, Damaged, and Loose. All these states describe the condition of the items.
Location
This field allows you to choose the storage location for the items. Click this field and choose the location in the open window.
Details
This field cannot be edited for it shows the details for the existing item.
Created
This field shows the date the Transfer Order was created. This field cannot be edited.
Transfer Date
This field shows the date the Transfer Order was completed. This field can be edited.
Removing an Entry
If you want to remove the entry, click the Remove Entry button. The following message will appear:
If you want to remove the entry, click Yes.
Entry will be removed.
Add New Packaging
In order to Add New Packaging, click the Add New Packaging button.
Click this link to learn how to Add Item Ratio.
Services Tab
Click Add Service to add a Service Item to the current Transfer Order.
The next window wll open.
Select the necessary Service item and click OK. A Service item was added to the Transfer Order.
Before Saving and Closing the New Transfer Order, a detailed screen will show where the items were transferred from and the destination these items were transferred to. It will also show all the details of the new Transfer Order.
Click the Save and Close button. This Transfer Order will be added to the Pending Transfer Orders window.
Before posting make sure that all the entered data is correct. If not, click the Edit Transfer Order button and make all necessary changes.
When the Transfer Order is complete, you can post it. Click Post. The following message will appear.
Click Yes.
The Transfer Order was posted.
Now you can see the posted Transfer Order in the Posted Work Orders window.
For additional information, click the following link: