Transfer Requests

Transfer Requests viewer is available under the Company tab

This viewer allows the creation of intermediary documents from one location to another when item stocks are required.

Transfer Request Documents can converted into actual Transfer Documents where actual stocks will be moved

Creating or changing a Transfer Request Document, will NOT have any impact on the stocks. Only when such document is converted into Transfer, stocks will be moved

Adding a New Transfer Request

1. Click the New button on the toolbar.

2. Enter information in the text boxes. Use the Tab key to move to the next text box.

3. Click the Save and Close button to save the record.

Editing a Transfer Request

1. Select a transfer request in the viewer and click the Edit button on the toolbar. The Transfer Requst Editor opens.

2. Modify the transfer request details and click the Save and Close button to update the modifications.

Converting to Transfer

1. Select a transfer in the viewer and click the Edit button on the toolbar.

2. In the opened editor, press Convert to Transfer

Deleting a Transfer Request

1. Select a transfer in the viewer and click the Delete button on the toolbar.

2. Click the Yes button to confirm. The selected transfer request is deleted.