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erp-manual:cloud:sales:transfer-out

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Transfer Out

To transfer items from one location to another, select Transfer Out.

  • In Inventory Action Search screen, add one or more items and click on the button 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.

In this screen, there are following sections - Line Items, Transaction Details, and Summary.

Click on Edit Header to edit Transaction Details.

  • In Header, From Location will come automatically. Key in To Location. Document code is automatic.

Provide any comments if required.

  • 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.

You can edit the Line Item by clicking on the Pen icon next to that item, and change the quantity and commend as needed.

Click Here to know How to Make Header
Click Here to know How to Make Payment Terms
Click Here to know How to Make Line Items
Click Here to know How to Make Payment
Click Here to know How to Make Additional Info
Click Here to know How to Make Attachments

erp-manual/cloud/sales/transfer-out.1593164609.txt.gz · Last modified: 2020/06/26 09:43 by krishnad