Transfer Serialized Material

The Transfer panel is used to move serialized materials from one storeroom to another.

PREREQUISITES:

  • Employees must have the Can Transfer right given under Configure > Groups for all storerooms material will be transferred to and from. See Add or Edit a Group for more information.
  • Storerooms must be added under Configure > Material. See Add or Edit a Storeroom for more information.
  • Material must be added under Configure > Material and initialized with an audit transaction. See Perform an Audit for more information.
  • Material must be associated to the storeroom it's being transferred to. See Add Material to a Storeroom for more information.
  1. Tap Transfer from the menu.
  2. On the Material panel, select a Storeroom from the drop-down list. This changes the list of materials. Materials can only be selected from one storeroom at a time.

  1. Select materials from the list. See Search Materials for more information on using the search tabs to find materials.

  1. Enter the information in the Transfer panel to transfer the material.

For an explanation of the fields found on the Transfer panel, see Transfer Transaction Fields.

  1. Tap Add to List.

The Serial Numbers needed panel opens.

  1. Choose from the following ways to add the serial number.
  • Select the serial number from the Available list and tap Add record.
  • Enter the number in the Serial Number field and tap the add icon.
  • Enter the number in the Serial Number field and the drop-down list filters through matching available numbers. Tap on the number to add it the Assigned section.
  • Tap Autofill All to randomly assign the needed serial numbers from the Available list.

  1. Tap Done.

The material is added to the Pending Transfers panel.

  1. If you would like to add other materials to this transfer transaction, tap Clear in the Transfer panel to clear the fields, then add another material to the list.
  2. To remove one of the records from the Pending Transfers list, select the record and tap Delete selected records.
  1. To add an attachment, tap Add and browse to the desired file.

  1. Tap Commit in the lower-left corner to process all transfers listed. Tapping Commit adjusts the stock on hand for the storerooms selected.