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--- erp-manual:cloud:sales:transfer-out [2020/02/13 10:36]
krishnad
+++ erp-manual:cloud:sales:transfer-out [2024/04/22 05:23] (current)
Varun Nagrecha
@@ Line 1: / Line 1: @@
- ====== Transfer Out ======
+ ====== Create New Transfer Out ======
-To transfer items from one location to another, select Transfer Out. \\
+ ===== Start =====
+  * Click on Transfer Out Menu and then click on Create New button
-   *  In Inventory Action Search screen, add one or more items and click on the button Transfer Out.\\
+ ===== Components of Transfer Out =====
-   *  By clicking on the button Transfer Out,  the transfer is created and the screen of transfer out is opened. As seen below. In this screen all the items that were selected in step 1 are automatically added. “From Location” will come automatic, unless the current user do not have permission for that location, or if the selected item has no stock left. \\
+  * Header
-In this screen, there are following sections - Line Items, Transaction Details, and Summary.
+  * Line Items
+  * Additional Info
+  * Summary
+  * Save Document
+  * Attachment
+  * Comments
-{{ erp-manual:cloud:sales:transferfullpage1.png?500 }}
-Click on Edit Header to edit Transaction Details.
+ ===== Header =====
-   * In Header, From Location will come automatically. Key in To Location. Document code is automatic.
+**Step 1:** Click edit Header. System will open a popup to edit the information of the header. following information is required:
-Provide any comments if required.
-{{ erp-manual:cloud:sales:transferheader.png?500 }}
+    * **From Location**: Select the location from which items are to be transferred.
+    * **To Location**: Select the location to which items are to be transferred.
+    * **Incharge User** or **Requested by**: This is the person who wants the item, by default system will set the name of the person creating the transfer.
+    * **Currency**: Provide the currency of the document, by default system will show local currency
+    * **Comments**: Any comments that will help make the transfer.
-   * Eg - TRO-OR-DD-19-03-00001. In this, TRO means Transfer Out, OR is the location code of From Location, and DD is the location code of To Location, 19-03 is the year and month of the date, followed by running number.
+**Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup.
+ ===== Add / Edit Line Items =====
+    * Line Items: Add / Edit items that are required:
+**Step 1:** Add line item: In Line item 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 Design button to add the item.
+    * Click **Design button directly**, this will **open search screen** for users to search and select the item to add.
+**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:
+    * Quantity, Reference No., Description
+    * After editing is done, click **Confirm** to close the popup
+Repeat the Step 1, 2 for each item to be added in the Line Item
+===== Summary =====
+This section will show the following key information
+  * Values: Total value of the transaction, including tax, discount, total payable
+  * Transaction References: Document ID, Document Code, Document Date, Currency, Budget Used, any other Reference Document that this transaction refers to
+  * Status of the document
+===== Save the Document =====
+After all changes are done, it is necessary to Save the Document, by clicking the button "Save Document", If this is new Document, system will assign the Document ID and Code after it is saved for the first time.
+===== Attachments =====
+Note: Attachments can be added only after document is saved.
+**Step 1:**
+After the document is saved, click on Add button in the Attachment section. This will open a popup for file selection.
+Users can select the file to attach or drag and drop the file on the popup
+**Step 2:** Click confirm to close the popup
+Note: At a time only one attachment can be uploaded.
+===== Comments =====
+Note: Comments can be added at any time, even if the document status is pending or closed.
+To add comment click on Add button and provide the comment in the popup.
+Note: User can edit only their own comment, eg: User A cannot change comment of User B
-You can edit the Line Item by clicking on the Pen icon next to that item, and change the quantity and commend as needed.
-{{ erp-manual:cloud:sales:transferlineitems.png?500 }}

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