Create New Transfer Out

• Create Transfer Out to move item out of the inventory in the source location
• Send the Items physically from Source to Destination location
• Create Transfer In to receive the items listed in Transfer Out to its destination location

• Go to the Transfer Out menu
• Create New: Click on the Create New button

Note: Transfer Out is an inventory transaction, and you cannot modify after it is saved.

Add item: In Items section, There are following option to add new item:

• Scan Barcode or QR code to add item.
• Provide the Item Id in the box mentioned “Barcode / Id…” and then click the + button to add the item.
• Click + button directly, this will open search screen for you to search and select the item to transfer.

Provide item details: After the item is added, you can click on Edit button for that item, system will open a popup, and you can provide the following details:

• Provide Quantity
• Add Comments as necessary.

After editing is done, click Confirm to close the popup.

Repeat Step 2 for each item to be added in the Order

Click Edit Header. System will open a popup to edit the information of the header. Following information is required:

• From Location: Select the source location from where the items are sent
• To Location: Select the destination where the items are being sent
• Comments: Any comments as needed.

After the information that is required is provided, click on the Confirm button to close the popup.

Note: You can only select the locations to which you have permission

Note: Transfer Out cannot be used to send items to Production or Worker location

Check following details

• Warning message: If there is a warning message from the system, it means the location or the quantity is not correct. Double check the items, quantity and location to ensure the warning goes away

Despite the warning if the document is saved, system will reject the document.

After all necessary information is provided and reviewed, Click on Save at the top of the screen,

Note: Despite no warning, it is possible the Transfer Out can be rejected if 2 person tried to transfer the same item

• After document is saved, system will validate the inventory and if all okay, it automatically reduce the inventory of the items from the From location
• And show the items as under Transit location
• If valid, then the status of the Transfer Out will be shown as Pending Receipt

• Open the Transfer Out that need to be printed
• Click the Print button

The printout can be sent with the physical item as necessary for the workflow.