Transferring out multiple items without a purchase order

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

Procedure

  1. From the List tab of the Issues and Transfers application, select the storeroom out of which you want to transfer the items.
  2. From the Transfer Out tab, click Select Items for Transfer, select the items you want to transfer out of the storeroom, and click OK.
  3. Click View Details on a row to add information or to edit any fields:
    1. If you are transferring items directly within a site, specify a location in the To Location field or click Detail Menu to select a value and to retrieve a location.
    2. If you are transferring items to a different site within an organization, change the value in the To Site field and then specify a location in the To Location field.
    3. Edit the number of items to transfer in the Quantity field.
    4. 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.
    5. Edit the To Bin value.
    6. 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 out to the storeroom and into the site specified.


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