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erp-manual:cloud:fgwarehouse:direct-transfer
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erp-manual:cloud:fgwarehouse:direct-transfer [2024/04/20 05:40] Varun Nagrecha created |
erp-manual:cloud:fgwarehouse:direct-transfer [2024/04/26 19:43] (current) Varun Nagrecha |
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| + | ===== Overview ===== | ||
| + | * Transfer Stock from one location to another. | ||
| + | * In direct transfer, the stock is directly transferred from the source location to destination location | ||
| + | |||
| + | {{popup> | ||
| + | |||
| ===== Start ===== | ===== Start ===== | ||
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| ===== Header ===== | ===== Header ===== | ||
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| + | {{popup> | ||
| **Step 1:** Click edit Header. System will open a popup to edit the information of the header. following information is required: | **Step 1:** Click edit Header. System will open a popup to edit the information of the header. following information is required: | ||
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| * **Incharge User**: Select the Incharge user for the transfer. | * **Incharge User**: Select the Incharge user for the transfer. | ||
| * **Comments**: | * **Comments**: | ||
| + | |||
| + | {{popup> | ||
| **Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup. | **Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup. | ||
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| * Click **+ button directly**, this will **open search screen** for users to search and select the item to add. | * Click **+ button directly**, this will **open search screen** for users to search and select the item to add. | ||
| + | {{popup> | ||
| **Step 2:** Provide item details: After the item is added, you can click on Edit button for that item, system will open a popup, and users can provide the following details: | **Step 2:** Provide item details: After the item is added, you can click on Edit button for that item, system will open a popup, and users can provide the following details: | ||
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| * After editing is done, click **Confirm** to close the popup. | * After editing is done, click **Confirm** to close the popup. | ||
| + | {{popup> | ||
| - | Repeat the Step 1, 2, 3 and 4 for each item to be added in the Line Item | + | Repeat the Step 1 and 2 for each item to be added in the Line Item |
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| * Transaction References: Document ID, Document Code, Document Date, Currency, Budget Used, any other Reference Document that this transaction refers to | * Transaction References: Document ID, Document Code, Document Date, Currency, Budget Used, any other Reference Document that this transaction refers to | ||
| * Status of the document | * Status of the document | ||
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| + | {{popup> | ||
| ===== Save the Document ===== | ===== Save the Document ===== | ||
erp-manual/cloud/fgwarehouse/direct-transfer.1713591603.txt.gz · Last modified: 2024/04/20 05:40 by Varun Nagrecha
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