Operating Procedures |
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1, In Business Central, 1) Search |
Transfer means that to allocate the item from warehouse to another.
When it prepares to transfer, the system will create a "Transfer Order" for record.
Stock in can be done via the following workflow based on your warehouses operation.
A) Through NAV:
When transferring , first open the "Transfer Order"; When the goods are actually ship out from the warehouse, confirm the delivery.
B) Confirm with the handheld scanner: When transferring, open the "Transfer Order" on the web page; When the warehouse ships out/in, confirm the delivery by scanner.
The following article explains the operation method of B
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Operating Procedures
To build up a Transfer Order
in NAV,
(1) in Menu, searchand click "Transfer Order" |
2) Click "New" to |
1)
create a new Transfer Order | ||
2, Enter the details: (1) Location code (From) (2) Location code (To) (3) |
- Can enter/view the cage information in "Cage"
- Can mark down "Remarks" if needed
(4) Enter Items and transfer quantity in "Lines"
- If needs to specify bin, please enter in "Bin Code", if not, leave it empty for colleagues to assign
- if needs to specify Lots, please enter in "Line> Item Tracking Line > Shipment"
In-Transit Code *This code is used for recording when the shipment of Transfer Inventory has been done but not received by another location. (4) Enter the Line information: Item No & Quantity Add the line until the the order includes all item needed. | ||
3, |
3)
4)
(5) Repeat Step 4, until all items are completely received.
Press "Release", and Inventory Transfer |
Ship Out record tracking
(8) Search "Posted Transfer Shipment" in NAV
(9) User can keep track of the stock in record, cage information and remarks in "Posted Transfer Shipment"
(10) Double click to browse the details of stock in information
can be processed by the colleagues in Warehouse. The Transfer Order will be shown in the handheld at this stage. | ||
4, User can track the shipment and receipt records by searching (Needs the action from handheld to post) "Posted Transfer Receipts" "Posted Transfer Shipments" |
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