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 issues 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.

How to View 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 View a Summary of Transfer Issue Transactions#

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

How to View 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 View 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:
   • Increase that number to make the column wider.
   • Decrease that number to make the column narrower.
   • You can overtype the number or use the arrows on the number as well.

How to Set the Default View for Transfer Issue#

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#

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. Enter a name for the filter you want to add in the block (e.g. Today) and press Enter.
   • 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 popup list of available charts.
   • Note: Not all charts will work with the data. If no chart appears, choose a different chart.

How to View Additional Reports from a Transfer Issue Transaction List#

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

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:
   • Open Transaction: Opens the Transfer Issue transaction.
   • 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.
3. 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 popup options.