Transferring out items with a purchase order

You can transfer items or tools that are listed on purchase orders into another storeroom.

Procedure

  1. From the List tab of the Issues and Transfers application, select the storeroom from where you want to transfer the items.
  2. From the Transfer Out tab, click Select PO Items.
  3. Use the Filter area to narrow the list of items that you want to display in the table, and then click Filter Table.
  4. Select the items you want to transfer out, and click OK. When transferring items listed on a purchase order, the To Location and To Site fields are defaults.
  5. Click View Details to complete additional fields:
    1. When transferring items across organizations, you must use a courier. In the Courier field, specify a value or click Select Value to select a value and retrieve a courier.
    2. Edit the number of items to transfer in the Quantity field as needed.
    3. Edit the To Bin value as needed.
    4. Optional: Fill the Issue To field. For example, if the item was given to a person to carry from the supplying storeroom to the receiving storeroom, add the identifier for that person to this field. Fill the remaining fields as needed.
  6. Click Save Transaction to transfer in the items to the storeroom and the site specified on the purchase order.


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