Transfer Issue Tutorial

Overview

Organisations sometimes move inventory between locations. Locations can refer to a warehouse shelf, building, or a different city.

A Transaction Type known as a Transfer Issue is used to issue the inventory from the location that is sending the inventory.

These tutorials focus on issuing (initiating transfers) and explain how to create Transfer Issues and use the related functions.

These tutorials are divided into two pages:

Navigation Example: Main Menu > Items > Transfer Issue

Table of Contents

How to Display a List of Transfer Issue Transactions

  1. Navigate to Transfer Issue.
  2. Click Menu (button) > Transactions.
  3. Apply any of the Filters.
  4. Click View (button).

How to Display a Summary of Transfer Issue Transactions

ℹ️ To change the summary, change the Filters on the list of Transfer Issue transactions.

  1. Navigate to Transfer Issue.
  2. Click Menu (button) > Summary.

How to Display a List of Transfer Issue Items

  1. Navigate to Transfer Issue.
  2. Click Menu (button) > Items.
  3. Apply any of the Filters.
  4. Click View (button).

How to Display the Transfer Issue Board

  1. Navigate to Transfer Issue.
  2. Click Menu (button) > Board.
  3. Click Menu (button) > Status, or Due Date to arrange the records. 
  4. Click Menu (button) > Condensed View to hide or show the transaction details like due dates.

How to Set the Column Width on the Transfer Issue Board

  1. Display the Transfer Issue Board.
  2. On the top row, there is a number in the block between All Due and Columns:
  1. Increase that number to make the column wider.
    • Increase that number to make the column wider.
  1. Decrease that number to make the column narrower.
    • Decrease that number to make the column narrower.
  1. You can overtype the number or use the arrows on the number as well.
    • You can overtype the number or use the arrows on the number as well.

How to Set the Default View for Transfer Issue

ℹ️ This procedure sets the default display for viewing a list of Transfer Issue transactions.

  1. Navigate to Transfer Issue.
  2. Select any one of the displays (as explained above: Transactions, Items, Summary, or Board).
  3. Click Menu (button) > Set Default View.

How to Customise the Display Filters: Adding Filters

ℹ️ This process lets you customise filters for the Transfer Issue display screens. This feature is only available when viewing Transactions or Items.

  1. Navigate to Transfer Issue.
  2. Click the arrow on View (button) and click the Filter you want to modify.
  3. Click the arrow on View (button) > Actions > Add. Type a name for the filter you want to add in the block (e.g. Today) and press Enter.
  1. Note: This function adds the filter at the bottom of the list of filters and adds it to the filter you chose in Step 2.
    • Note: This function adds the filter at the bottom of the list of filters and adds it to the filter you chose in Step 2.

How to Customise the Display Filters: Removing Filters

  1. Navigate to Transfer Issue.
  2. Click the arrow on the View (button) and select the Filter you want to delete.
  3. Click the arrow on the View (button) > Actions > Delete.
  4. Confirm the deletion on the popup.

How to Set a Default Display

  1. Navigate to Transfer Issue.
  2. Click the arrow on View (button) and select the Filters you want to apply by default.
  3. Click the arrow on the View (button) > Actions > Set Default.

How to Customise the Summary Chart of Transfer Issue

  1. Display a Transfer Issue Summary.
  2. Click Customize Chart and change the settings:
    1. Series (tab):  Click the months to include or exclude them (a checkmark = included).
    2. Series (tab): Select a month to sort the list by from the dropdown list.
    3. Data Groups: Unavailable.
    4. Options: Select a position and alignment for the Legend, Title, and Toolbox.
    5. Options: Click Value Hints to show or hide the hints (a checkmark = shown).
  3. Click Column Diagram and select a different Chart Type from the pop-up list of available charts.
  1. Note: Not all charts will work with the data. If no chart is displayed, please choose a different chart.
    • Note: Not all charts will work with the data. If no chart is displayed, please choose a different chart.

How to View Additional Reports from a Transfer Issue Transaction List

ℹ️ The same list of summaries is available from the Menu (button) of a Transfer Issue transaction (i.e. when you are editing or creating the transaction).

  1. Display a list of Transfer Issue transactions.
  2. Right-click any entry, click Summaries on the context menu and then select one of these options:
  1. Linked Transactions
    • Linked Transactions
  1. Outstanding
    • Outstanding
  1. Audits
    • Audits
  1. E-mails
    • E-mails

How to View Transaction Information from a Transfer Issue Transaction List

  1. Display a list of Transfer Issue transactions.
  2. Right-click any entry, and select an option on the context menu:
  1. Open Transaction: Opens the Transfer Issue transaction.
    • Open Transaction: Opens the Transfer Issue transaction.
  1. Open Notes & Attachments: Opens any Notes and Attachments on the right panel.
    • Open Notes & Attachments: Opens any Notes and Attachments on the right panel.

How to Email a List of Transfer Issues

  1. Navigate to Transfer Issue.
  2. Display a list of Transactions or Items.
  3. Click Menu (button) > Email Excel to open your default email template with the list attached in .xlsx format.

How to Export a List of Transfer Issues

  1. Navigate to Transfer Issue.
  2. Display a list of Transactions or Items.
  3. Click Menu (button) > Export Grid and choose a save location for the .xlsx file on the server.

How to Print, Preview or Email a Transfer Issue Document for Completion

  1. Display a list of Transfer Issue transactions.
  2. Click the applicable transaction.
  1. Click Output (button) and select an option from the dropdown list.

How to Email or Export a Transfer Issue Summary

  1. Display a Transfer Issue Summary.
  2. Click Output (button) > Email Excel to open your default email template with the summary attached in .xlsx format, or
  3. Click Output (button) > Export Grid to choose a save location for the .xlsx summary on the server.

How to Export or Print a Summary Chart

  1. Display a Transfer Issue Summary.
  2. Click Output (button) > Print Chart.
  3. Select Save or Print from the pop-up options.

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