Transfer Received: Creating, Editing, and Updating

How to Update Multiple Transfer Receive Transactions

1. Display a list of Transfer Receive transactions.

2. Click Action (button) > Batch Update.

3. Select an option from the Batch Update dropdown list and fill in the required information:

3. • Status: Select a Status from the dropdown list of statuses.

3. • Reference: Type a Reference in the provided block.

3. • Category: Select a Category from the dropdown list of categories.

3. • Entity: Select an Entity from the dropdown list of entities.

4. Click Update (button).

How to Update Multiple Transfer Receive Items

1. Display a list of Transfer Receive Items.

2. Click the Items to change (use ctrl + left-click to select multiple items).

3. Click Action (button) > Batch Update.

3. Select an option from the Batch Update dropdown list and fill in the required information:

3. • Assign to: Select a User from the dropdown list of users.

3. • Credit: Select a Ledger Account to Credit (e.g. Stock in Transit).

3. • Debit: Select a Ledger Account to Debit (e.g. Stock on Hand WIP).

3. • Department: Select a Department from the dropdown list of departments.

3. • Qty: Type the Quantity of goods transferred. 

3. • Status: Select a Status from the dropdown list of statuses to change the Items' Statuses. 

3. • Unit Cost: Type a Unit Cost in the provided block.

3. • Unit Price and /Qty:  Type a Unit Cost in the first block and the Quantity included in the unit cost in the second block.

3. • VAT: Select a Default VAT Type in the first block and/or whether the price Includes (Inc) or Excludes (Exc) VAT in the second block.

3. • Start Date: Set a Start Date by selecting a Date from the pop-up calendar in the first block and adjusting the Time in the second block.

3. • Due Date: Set a Due Date by selecting a Date from the pop-up calendar in the first block and adjusting the Time in the second block.

4. Click Update (button).

How to Create a Transfer Receive from Scratch

1. Navigate to Transfer Receive

2. Click New (button).

3. Fill in the header information as follows:

   1. Date: Select a Date from the calendar dropdown list (defaults to today).

   2. From: Select a Location from the dropdown list that the stock is being moved from.

   3. To: Select a Location from the dropdown list that the stock is being moved to.

   4. Reference: Type a Reference.

   5. Note: Type a Note.

   6. Category: Select a Category from the dropdown list of categories (if applicable).

4. Fill in the item section as follows:

   1. Items:

      1. Item > Add Items: Select this option to manually add items.

         1. Select a Category in the block next to Popup.

         2. Select an Item in the dropdown list next to the category.

         3. Fill in the Quantity in the Qty block.

         4. Click Add (button).

         5. Edit or enter the Unit Price.

         6. Edit or enter an Adjustment: Type a negative percentage to reduce the price (discount), or a positive percentage to increase the price (surcharge).

      2. Items > Copy TI Items: Copy the items from a Transfer Issue

   2. Popup: Click Popup (button).

      1. Click View (button) to generate a list.

      2. Click the Item(s) to add and click Add (button).

   3. Custom: Click Custom (button).

      2. 2. • Note: Certain fields are unavailable for custom items. If you need those fields, create an item instead of using the custom option.

1. Description column: Type a Description.

2. Qty: Type the Quantity of goods transferred.

3. Unit Price: Type a Unit Price.

4. Adj %: Type a percentage Adjustment (if applicable).

5. VAT Type: Select No VAT.

4. 3. 2. 2. • Note: Internal stock transfers do not impact VAT.

5. Repeat Step 4 to add more items and/or right-click an item and select Copy Item from the context menu (edit the copied line as needed).

   2. 2. 2. • Note: To remove an item: right-click the item and select Delete Item from the context menu.

6. Click Save (button).

How to Create a Transfer Receive from a Transfer Issue 

ℹ️ A Transfer Receive transaction can also be created from a list of Transfer Issue transactions (List View) by right-clicking a Transfer Issue entry and selecting the option from the context menu.

1. Create a Transfer Issue transaction.

2. Set the Status to In Transit.

3. Accept or edit the Status changes to the Header and Items.

4. Click the Items (unselect) that you do not want to copy.

5. Change the Quantity if applicable (e.g. if you received fewer items than specified).

6. Click Copy

7. Edit the Transfer Receive transaction if necessary.

8. Click Save (button) (if edits were made).

How to Edit a Transfer Receive Transaction

1. Navigate to Transfer Receive

2. Click Menu (button) > Transactions or click Menu (button) > Items.

3. Apply any of the Filters.

4. Click View (button).

5. Double-click a Transaction or Item (or right-click and select Open Transaction from the context menu).

6. Make any changes.

7. Click Save (button).

• Note: To edit a transaction with the Status of Complete, open the transaction and change the Status to Active.

How to Add an Attachment or Link to a Transfer Receive Transaction

1. Create or edit a Transfer Receive transaction.

2. Click Actions (button) > Add Attachment/Link.

3. Type a Description in the block below Description.

4. Select a Type from the dropdown list below Type.

5. Paste a URL in the block or click menu (...) to browse the file on your local or cloud server.

6. Select the Item to link to from the dropdown list below Transaction Item.

7. Click Save (button).

8. Click Close (button).

How to Update a Linked Transfer Receive Transaction

1. Create or edit a Transfer Receive transaction.

2. Click Actions (button) > Update Transaction and select an option:

2. • Update Transaction from Setups: If any information (e.g. the unit price) was changed on the item's setup, it will be applied to the transaction.

   • Add all items from ITI X: Appears when a Transfer Issue was used to create the transaction. Adds all the items that were not previously selected to the Transfer Issue (where X is the Transfer Issue Nmber).

   • Update items from ITI X: Appears when a Transfer Issue was used to create the transaction. Updates all the items with any changes made to the Transfer Issue (where X is the Transfer Issue Number).

2. • Update the 'From' Transaction: This allows you to choose a different Transfer Issue as the source document (type in the number).

2. • Link Transaction to an SM: Will link the transaction to a Service Manager Ticket.

How to Automatically Re-Order the Line Items by Group

1. Create or edit a Transfer Receive transaction with multiple line items.

2. Optional: Use the Field Chooser (*) to display the group column if it is not displayed.

3. Click Actions (button) > Order Items by Group. 

• Note: You can manually re-order line items by right-clicking the line and selecting Move Up or Move Down from the context menu.

How to Update Multiple Items on a Transfer Receive Transaction

1. Create or edit a Transfer Receive transaction with multiple line items.

2. Select the Items you want to change.

3. Click Action (button) > Batch Update.

4. Select an option from the Batch Update dropdown list and fill in the required information:

5. Status: Select a Status from the dropdown list of statuses to change the Item's Status. 

5. • Adj %: Type a % to change the adjustment percentage.

5. • Qty: Type the Quantity of goods transferred.

5. • VAT: Select a Default VAT Type in the first block and/or whether the price Includes (Inc) or Excludes (Exc) VAT in the second block.

5. • Group: Type the name of a Group.

5. • Resolve: Select a Resolve option from the dropdown list.

5. • Check in: Select a Date and Time to set a check-in / or click Delete to delete the Check-in Date and Time.

5. • Check out: Select a Date and Time to set a check-out / or click Delete to delete the Check-out Date and Time.

5. • Debit: Select a Ledger Account to Debit (e.g. Stock on Hand: WIP).

5. • Credit: Select a Ledger Account to Credit (e.g. Stock in Transit).

5. • Location: Select a Location from the dropdown list of locations.

5. • Department: Select a Department from the dropdown list of departments.

5. • Unit Price: Type a Unit Price in the block.

5. • Start Date: Set a Start Date by selecting a Date from the pop-up calendar in the first block and adjusting the Time in the second block.

5. • Due Date: Set a Due Date by selecting a Date from the pop-up calendar in the first block and adjusting the Time in the second block.

Click Update (button).

Related Topics

• Transfer Receive Tutorial: Display, customise, export

• Reference: Transfer Issued and Received