Overview
The Transfer Acts record information on internal transfers of inventory items, such as a transfer between two locations.
This topic explains how to create new Transfer Act.
Create New Transfer Act
To create new Transfer Act
- In the left pane of the Back Office Management console, click the Documents node, and then click Journal.
This opens Journal of documents. - On the upper menu bar, click Transfer.
The pop-up dialog Choose Mode opens:
In this dialog box, select a mode of the Act of transfer, and click OK:
- Full Mode: in this mode, if you have received several lots of an item, you can specify an amount of items to transfer from each lot;
- Simple Mode: in this mode, you can specify only total amount of items to transfer. YumaPOS automatically sets an amount of items to transfer from each lot .
- In the left pane of the form (under Transfer From), from the Location list, select a location from which you want to transfer inventory items.
- Using the icons
, add items to the right pane of the form (under Transfer To). For each item, specify the item amount to transfer.
TIP: To filter items to transfer, click Filter, and then complete the Filters form (see the sample below):
- In the right pane of the form (under Transfer To), from the Location list, select a location where you want to transfer all selected inventory items.
- Click Save (to save this Act without applying changes) or Save and Apply (to save this Act and apply changes).