The Transfer Request contains a feature that allows you to create and receive immediately all or part of that warehouse’s inventory. These steps are done in SedonaOffice version 6.2.0.16.
Overview
Prior to using this quick guide, it is recommended to read the Transfer Requests Overview by clicking here . This document also assumes the user will have the proper permissions to perform the steps needed.
Steps:
1. Open the warehouse that will be transferring the inventory out – Click on Parts to get the list of parts to use for the transfer
2. Click on the Journal to see the statuses prior to transferring the parts
3. In SedonaOffice Tree - Click on Transfers under the Inventory – Click on New
4. When the Transfer Request opens – Fill in the Warehouse Selection and the Part Selection
5. The Part Selection can be used in 2 ways:
By clicking on the Lookup Button
1) Click on Lookup Button
2) Change the Product Line to <ALL> so all of the parts for that warehouse only will show in the list
3) Highlight one at a time each part to be transferred – Click on Select when done
4) Add the Transfer Quantity – Then click on Add button to add to the Part list to the right
By Manually typing in the Part Code
1) Click on the New button under Part Selection
2) Then manually fill in the Part Code – Click on the Lookup button to verify correct – Fill in the Quantity to transfer – Click Add
6. Once all parts are added from Step 5 – Click on Save/Receive… button
7. Click Yes once asked if ready to save
8. The Receive Transfer Request Form will open – Fill in the Received On date and verify data – Click on Save button when ready
9. Click on Yes when asked if ready to receive transfer
10. Once the complete will go back to the warehouse page – Click on Parts to see if any quantities remain
11. Can also click on Journal to see the transfers of all the parts that were completed
12. The receiving warehouse can also be verified by opening that journal
