Transferring in multiple items without a purchase order

You can transfer items or tools into a storeroom that are not associated with purchase orders.

Procedure

  1. From the List tab of the Issues and Transfers application, select the storeroom into which you want to transfer the items.
  2. From the Transfer In tab, click Select Items for Transfer, specify the items you want to transfer into the storeroom, and click OK.
  3. Click View Details on a row to add information or to edit any fields:
    1. Edit the number of items to transfer in the Quantity field.
    2. If the Conversion Factor field is empty, specify the conversion ratio for this transaction. For example, if the storeroom you are transferring from is measured in boxes, and your receiving storeroom is each, then your conversion ratio is between box and each. If you have a box of 12, the conversion value is 12. Change the default conversion as needed.
    3. Edit the To Bin value.
    4. Optional: Fill the Issue To field. For example, if the item was given to a person to carry to you from the supplying storeroom, add the identifier for that person to this field. Fill the remaining fields as needed.
  4. Click Save Transaction to transfer the items into to the storeroom and into the site specified.


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