Transferring in single items without a purchase order

You can transfer in a single item or a tool that is not associated with purchase orders into a storeroom.

Procedure

  1. On the List tab of the Issues and Transfers application, select the storeroom into which you want to transfer the item.
  2. On the Transfer In tab, click New Row.
    1. In the Line Type field, select whether you are transferring an ITEM or a TOOL.
    2. In the From Location field, enter the storeroom that is supplying the item or the tool.
    3. In the Item field, click Detail Menu to select a value and to retrieve an item. The item you choose must be available in the storeroom you selected.
  3. Optional: Click New Row to add more items.
  4. Click View Details to complete additional fields:
    1. Edit the number of items to transfer in the Quantity field as needed.
    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. You can change the default conversion as needed.
    3. Edit the To Bin value as needed.
    4. Optional: If appropriate, 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.
  5. Click Save Transaction to transfer in the item to the storeroom and the site specified.


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