Home Inventory Transfer Orders
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Transfer Orders
Overview#
During production, inventory is often moved from one location to the next. In QuickEasy BOS Professional a record of this movement is kept using a function named Transfer Orders.
Navigation Main Menu > Materials > Transfer Orders
Settings#
User Settings#
Navigation Main Menu > Office > My Organisation > Double-click to open a Staff File > Settings (tab).
Note The defaults are the values for new databases and new users. Your database may have different values.
Setting Description Default
Default Templates > Transfer Orders Option to Browse or Clear templates to use. None Materials & Inventory > Transfer Orders/Material Movement - Access Allowed Yes or No. No Point of Sale (PoS) Transfer orders to another user - Access Allowed Yes or No. No
List View#
Button Description Reset Resets the selected Filters. View Generates a report based on the selected Filters. New Creates a new Stock Transfer. Output Print Default Template Output options to generate a Statement.First choose:Print Print (Show Dialogue) Preview Email SMS Then select:Transfer Issue Transfer Order Transfer Receive Menu Email Excel: Emails a list of Transfer Orders.Save Grid Restore Grid
Filters Explained#
Filter Description Date A selection of date options to choose from. ← → Adjusts the date in the direction of the arrow. Date fields Options to refine the date selection (changes the date selection to User Date).
Fields Explained#
Field Description Field Chooser (*) Lets you add or remove columns. Status The Status of the Transfer Order. TO No. A system-generated number allocated to the Transfer Order. Ledger ID (TOR) The system-generated ledger ID allocated to the receive side of a Transfer Order. Ledger ID (TOI) The system-generated ledger ID allocated to the issue side of a Transfer Order. WF No. The Workflow number. Date The Date of the Transfer Order. Reference The user-provided Reference for the Transfer Order. From The Location from which the materials were moved. To The Location to which the materials were moved. Due Date The Date on which the transfer was/is due. Despatched The Date on which the transfer was despatched. Received The Date on which the transfer was received. Note Any user-entered note. Menu (...) Open TOI Transaction in Ledger: Opens the issue side of the Transfer Order in the Ledger.Open TOR Transaction in Ledger: Opens the receive side of the Transfer Order in the Ledger.Edit: Opens the transaction for editing.Delete: Deletes the transaction.
Edit View#
Button Description ∧ ∨ Arrow keys to navigate through the transactions. Status Option to change the status of the transaction. Options include:Pending (Yellow): The transfer can still be edited. Order and Reserve transactions are created.Issued (Blue): The stock is issued and en route. The Reserve is deleted. The Issued status can only be set if the order has items.Received (Purple): The stock is at its destination. The Order is deleted. The Received status can only be set if the order is issued.Complete (Green – read-only): The complete status can only be set if the order is received.Cancelled: The transaction was cancelled. All inventory movements are deleted. Complete transactions cannot be cancelled. Output Output options to generate a document. First select:Print Print (Show Dialogue) Preview Email SMS Then select:Transfer Issue Transfer Order Transfer Receive New Creates a new Transfer Order. Delete Deletes the current Transfer Order. Save Saves any changes. Menu Open Issue Transaction in Ledger: Opens the issue side of the Transfer Order in the Inventory Ledger.Open Receive Transaction in Ledger: Opens the receive side of the Transfer Order in the Inventory Ledger.View Audits: Displays a list of users, dates and times with changes.Save Grid Restore Grid Help (?) Opens the online documentation.
Items#
Material: Adds another material to the transfer.Field Description Status Bar Displays the current status of the transaction plus a field to enter a note. TO No. The system-generated number for the Transfer Order. Date The user-selected date for the Transfer Order. From The Location From which the stock is being transferred. To The Location To which the stock is being transferred. Reference & Note Fields for you to enter a reference and note. Issued The date and time on which the status was changed to issued. Received The date and time on which the status was changed to received.
Fields Explained: Items#
Info Fields marked in green (✎) can be edited.
Field Description Field Chooser (*) Lets you add or remove columns. ID The system-generated number allocated to the transaction. Item The system-generated number allocated to the line item. Description The material's Description. Code The material's Code. Qty The Quantity of Materials that are being moved. Unit A Description of the unit. Unit Cost The Cost Price per unit. Total The Total Value of the transaction. Issued The Quantity of Stock Issued. Received The Quantity of Stock Received. Note Any note attached to the material. Menu (...) Delete Item (pending items only).Open linked Material Item: Opens the material's setup.View Material Summary: Opens a report on the right-hand side with the material's details and transactions.Move Up: Re-arranges the hierarchy of the line items (moves the current line up).Move Down: Re-arranges the hierarchy of the line items (moves the current line down).
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