Transfer List
This page is where you track and manage other financial inflows of your business. It serves as a centralized hub for recording, reviewing, and analyzing income transactions, helping you maintain financial oversight.
Key components of the Transfer page include:
- Transfer List: Displays all product transfers with details such as transfer date, origin warehouse, destination warehouse, and status.
- Initiate Transfer: Start a new transfer by selecting the ‘Add Transfer button’
- Transfer Status: Track the status of each transfer, such as:
- Pending: Transfer has been initiated but not yet dispatched.
- In Transit: Products are currently being moved between warehouses.
- Completed: Transfer is finalized, and inventory has been updated.
- Tracking Information: Option to add tracking details for in-transit transfers.
- Search and Filter: Filter transfers by date, product or origin/destination warehouse.
- Transfer Notes: Leave additional remarks or instructions related to the transfer.
- Export Data: Export transfer records for reporting and analysis.
How to add a Transfer?
- Select the date of the transfer by clicking on the "Choose date" field.
- Choose the warehouse from which the products will be transferred by selecting an option in the "From Warehouse" dropdown menu.
- Choose the warehouse to which the products will be transferred by selecting an option in the "To Warehouse" dropdown menu.
- Select the appropriate status for this transfer:
- Completed: The transfer is now/ already complete.
- Pending: If the transfer is still ongoing.
- Sent: If you just initiated the transfer and the process has not yet started.
- To add products to the transfer, type the product code into the "Product Code" field and press enter or click on the suggested product name that appears below the field.
- In the "Order Table" section, you can see the details of the products that have been added to the transfer, including their names, codes/SKUs, batch numbers, quantities, net unit costs, taxes, and subtotals.
- If you need to attach any documents related to the transfer, such as invoices or receipts, click on the "Attach Document" button and choose the file you want to upload.
- Enter any shipping costs incurred/ to be incurred during the transfer.
- If you have any additional notes about the transfer, you can include them in the "Note" field at the bottom of the form.
- Once you have filled out all the required fields, click on the "Submit" button to complete the transfer.
Notes: It's important to note that some of the fields marked with an asterisk (*) are required input fields, so make sure to fill them out before submitting the transfer.
How to import Transfers
- Select the source and destination warehouses for the transfer by choosing options from the "From Warehouse" and "To Warehouse" dropdown menus respectively.
- Choose the status of the transfer (e.g., "Completed") from the "Status" dropdown menu.
- Click on the "Upload CSV File" field and select the CSV file containing the details of the products being transferred.
- Download the sample file provided by clicking on the "Download Sample File" button if needed.
- Fill in any additional information such as shipping cost and attach relevant documents if necessary.
- Enter any notes regarding the transfer in the "Note" field.
- Click on the "submit" button to complete the import process.