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How Do I Register a transfer within the warehouse?

← 9. Inventory

Problem.

I have a Catalogue item which has stock in one location, I have physically moved it to two different locations within the warehouse. How do I register this in TMMS?

Solution

In TMMS, a transfer is a special form of "Issue", followed by a "Receipt" into the new location.

To effect this ,
  • Go to "Issues, Returns and Adjustments",
  • Add a New Movement by selecting "New Whse Movement", then complete the header record fields;
  • The movement type is a "Transfer",
  • Complete the Mandatory fields, including the Comments, and Save the Header Record.
  • Click on the "Transfer Button", under Action Buttons.
This will bring up a new screen, exactly the same as the Issue Item screen.

http://tmms-oil.com/support/wp-content/uploads/2014/09/Transfer2.png
  • First select the catalogue Item, and the appropriate receipt (location) from which you wish to transfer the items.
  • Complete the required fields, noting that the Qty will be a positive number (the system takes care of the signs).
  • Save the record and the following screen will appear.
http://tmms-oil.com/support/wp-content/uploads/2014/09/transfer3.png

  • Click on the Receive Item Button to place the transferred items in their new Location.
The following receipt screen will be displayed.

http://tmms-oil.com/support/wp-content/uploads/2014/09/transfer4.png
The catalogue Item should be selected, now enter the New Location details and save the record.
On saving,  the following screen will be displayed:-

http://tmms-oil.com/support/wp-content/uploads/2014/09/transfer5.png

Finally click on the Home button, to return to the main screen as follows:

http://tmms-oil.com/support/wp-content/uploads/2014/09/transfer6.png

If you are happy with the transaction, then Hit the Finalise Items Button.

In order to transfer to one or more locations, repeat the process. 

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