Transfer Orders

Overview

During production, inventory is often moved from one location to the next. In QuickEasy BOS Professional a record of this movement is kept using a function named Transfer Orders.

Navigation: Main Menu > Materials > Transfer Orders

Settings

User Settings

Navigation: Main Menu > Office > My Organisation > Double-click to open a Staff File > Settings (tab).

• Default Templates > Transfer Orders: Option to Browse or Clear templates to use.

• Materials & Inventory > Transfer Orders / Material Movement - Access Allowed: Options are Yes or No.

• Point of Sale (PoS) Transfer orders to another user - Access Allowed: Options are Yes or No.

List View

Buttons Explained

• Reset: Resets the selected Filters.

• View: Generates a report based on the selected Filters.

• New: Creates a new Stock Transfer.

• Output: 

  • Print Default Template

  • Output options to generate a Statement.

    • First choose:

      • Print

      • Print (Show Dialogue)

      • Preview

      • Email

      • SMS

    • Then select:

      • Transfer Issue

      • Transfer Order

      • Transfer Receive

• Menu

  • Email Excel: Emails a list of transfer orders

  • Save Grid

  • Restore Grid

Filters Explained

• Date: A selection of date options to choose from.

• ← →: Adjusts the date in the direction of the arrow.

• Date fields: Options to refine the date selection (changes the date selection to User Date).

Fields Explained

• Field Chooser (*): Allows users to add or remove columns.

• Status: The Status of the transfer order.

• TO No.: A system-generated number allocated to the transfer order.

• Ledger ID (TOR): The system-generated ledger ID allocated to the receive side of a transfer order.

• Ledger ID (TOI): The system-generated ledger ID allocated to the issue side of a transfer order.

• WF No.: The Workflow number.

• Date: The Date of the transfer order.

• Reference: The user-provided Reference for the transfer order.

• From: The Location From which the materials were moved.

• To: The Location To which the materials were moved.

• Due Date: The Date on which the transfer was/is due.

• Despatched: The Date on which the transfer was despatched.

• Received: The Date on which the transfer was received.

• Note: Any user-typed in note.

• Menu (...)

  • Open Issue Transaction in Ledger: Opens the issue side of the Transfer Order in the Ledger.

  • Open Receive Transaction in Ledger: Opens the receive side of the Transfer Order in the Ledger.

  • Edit: Opens the transaction for editing.

  • Delete: Deletes the transaction.

Edit View

Buttons Explained

• ∧ ∨: Arrow keys to navigate through the transactions.

• Status: Option to change the status of the transaction. Options include:

  • Pending (Yellow): The transfer can still be edited. Order and Reserve transactions are created.

  • Issued (Blue): The stock has been issued and is en route. The Reserve is deleted. The Issued status can only be set if the order has items.

  • Received (Purple): The stock has arrived at its destination. The Order is deleted. The Received status can only be set if the order has been issued.

  • Complete (Green - read only): The complete status can only be set if the order has been received.

  • Cancelled: The transaction was cancelled. All inventory movements will be deleted. Complete transactions cannot be cancelled.

• Output

  • Output options to generate a document. First select:

    • Print

    • Print (Show Dialogue)

    • Preview

    • Email

    • SMS

  • Then select:

    • Transfer Issue

    • Transfer Order

    • Transfer Receive

• New: Creates a new Transfer Order.

• Delete: Deletes the current Transfer Order.

• Save: Saves any changes.

• Menu

  • Open TOI Transaction in Ledger: Opens the issue side of the transfer order in the Inventory Ledger.

  • Open TOR Transaction in Ledger: Opens the receive side of the transfer order in the Inventory Ledger.

  • View Audits: Displays a list of users, dates and times with changes.

  • Save Grid

  • Restore Grid

• Help (?): Opens the online documentation.

Items

• Material: Adds another material to the transfer.

Fields Explained: Header

• Status Bar: Displays the current status of the transaction plus a field for users to type in a Note.

• TO No.: The system-generated number for the transfer order.

• Date: The user-selected date for the transfer order.

• From: The Location From which the stock is being transferred.

• To: The Location To which the stock is being transferred.

• Reference & Note: Fields for users to type in a reference and note.

• Issued: The date and time on which the status was changed to issued.

• Received: The date and time on which the status was changed to received.

Fields Explained: Items

• Field Chooser (*): Allows users to add or remove columns.

• ID: The system-generated number allocated to the transaction.

• Item: The system-generated number allocated to the line item.

• Description: The material item's Description.

• Code: The material item's Code.

• Qty: The Quantity of Materials that are being moved.

• Unit: A Description of the unit.

• Unit Cost: The Cost Price per unit.

• Total: The Total Value of the transaction.

• Issued: The Quantity of Stock Issued.

• Received: The Quantity of Stock Received.

• Note: Any Note attached to the material item.

• Menu (...)

  • Delete Item (pending items only).

  • Open Linked Material Item: Opens the material item's setup.

  • View Material Summary: Opens a report on the right-hand side with the material item's details and transactions.

  • Move Up: Re-arranges the hierarchy of the line items (moves the current line up).

  • Move Down: Re-arranges the hierarchy of the line items (moves the current line down).