Transfer Issued: Creating, Editing, and Updating

How to Update Multiple Transfer Issue Transactions

1. Display a list of Transfer Issue transactions.

2. Click Actions (button) > Batch Update.

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

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

   • Reference: Type a Reference in the provided block.

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

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

4. Click Update (button).

5. Confirm the change.

How to Update Multiple Transfer Issue Items

1. Display a list of Transfer Issue Items.

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

3. Click Actions (button) > Batch Update.

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

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

   • Credit: Select a Ledger Account to Credit (e.g. Stock on Hand Raw Materials).

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

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

   • Qty: Type the Quantity of goods transferred. 

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

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

   • Unit Price and /Qty:  Type a Unit Cost in the first block and the quantity included in the Unit Cost in the second block.

   • 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.

   • Start Date: Set a Start Date by selecting a Date from the popup calendar in the first block and adjusting the Time in the second block.

   • 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.

   • Lead Days: Type the number of Lead Days in the adjacent block.

4. Click Update (button).

5. Confirm the change.

How to Create a Transfer Issue Transaction

1. Navigate to Transfer Issue.

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

      1. 1. Select a Category in the block next to Popup (button).

         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. 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).

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

4. 3. 1. Description = 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.

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

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

   5. Click Save (button).

How to Edit a Transfer Issue Transaction

1. Navigate to Transfer Issue.

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).

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

1. Create or edit a Transfer Issue 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 Issue

1. Create or edit a Transfer Issue transaction.

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

   • Update Transaction from Setups: Any changes on the item's setup are applied to the transaction.

   • Update the 'From' Transaction: Applicable if the Transfer Issue was or can be created by copying another transaction. Allows you to select a different source transaction. If not setup that way, returns an error message.

   • Link Transaction to an SM: Links the transaction to a Service Manager Ticket.

   • Reset Transaction Flow: Starts a new transaction flow (i.e. removes the links to other transactions).

How to Automatically Re-Order the Line Items by Group

1. Create or edit a Transfer Issue 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 Issue Transaction

1. Create or edit a Transfer Issue 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:

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

   • Adj %: Type a % to change the Adjustment percentage.

   • Qty: Type the Quantity of goods transferred.

   • 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.

   • Group: Type a name for the Group.

   • Subgroup: Type the name for the Subgroup.

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

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

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

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

   • Credit: Select a Ledger Account to Credit (e.g. Stock on Hand Raw Materials).

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

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

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

   • Start Date: Set a Start Date by selecting a Date from the popup calendar in the first block and adjusting the Time in the second block.

   • Due Date: Set a Due Date by selecting a Date from the popup calendar in the first block and adjusting the Time in the second block.

   • Lead Days: Type the number of Lead Days in the adjacent block.

5. Click Update (button).

6. Confirm the update.

Related Topics

• Transfer Issue Tutorial: Display, customise, export

• Reference: Transfer Issued and Received