Creating a Transfer Order

<< Click to Display Table of Contents >>

Navigation:  Transfers >

Creating a Transfer Order

To create a transfer order (TO):

 

1.Press the Xfer button on the Toolbar.

 

2.Press the Add button on the Transfer Order List.

 

3.Name the Transfer Order by filling in the Transfer Number field or press the Auto ID button.

 

4.Select a From Location and To Location.

 

5.Fill in any of the other optional information fields as necessary.

 

6.Press the Items Tab.

 

7.Press the Add button.

 

8.Type in the Stock Number of an existing item, press the F4 function key to look up an item, or create a new item.

 

9.Press the Quantity tab and type in the quantity being transferred.

 

10.Press the Save button.

 

11.Continue to add items to the transfer order.

 

12.When you have completed adding items to the TO, then press the Save button on the Transfer Order Editor screen.