Management of transfer vouchers

This interface is that ofManagement of transfer vouchersin the stock module. It allows you to track and manage part transfers from one store to another. Here is an explanation of the different fields and functionalities

Filter fields

• Start date / End date: Allows you to specify a period to display transfer vouchers created between these dates.
• Number: Used to filter a specific transfer voucher by its number.
• System No.: Allows you to search by the system number assigned to the voucher.
• Fleet: Filters transfer vouchers associated with a particular fleet.
• Input store/Output store: Allows you to filter transfers between specific stores.
• Piece: Filter to display vouchers for a particular part.
• User: Allows you to see the vouchers created by a specific user.

Information displayed in the list of transfer vouchers

• System No.: Unique identifier of the transfer voucher in the system.
• Number: Transfer voucher number.
• Date: Date of creation of the transfer voucher.
• Applicant: Person who initiated the transfer request.
• Fleet: Fleet associated with the transfer.
• Entrance storeAndOutlet store: Indicate the source and destination stores of the transfer.
• Number of pieces: Quantity of pieces transferred.
• Attachment: Indicates if there are attachments associated with the voucher.
• User: Name of the user who created or processed the transfer voucher.

Action buttons

• Add (+): Allows you to create a new transfer voucher.
• Excel export: Exports the list of transfer vouchers in Excel format.
• Refresh: Reloads the page to display the most recent data.

Worn

To add a transfer voucher, simply click on the buttonAdd (+), fill in the necessary information, then save the transfer voucher. The voucher will then be visible in the list with the request details.

To add a transfer voucher in the payment interfaceTransfer vouchers, follow the following steps:

Go to the moduleInventory management.

SelectTransfer vouchersto access this interface.

Click on the add button:

• At the top of the interface, click the green buttonAdd (+). This opens a form to create a new transfer voucher.

Fill in the transfer voucher information:

• Outlet store: Select the store where the parts will be transferred from.
• Entrance store: Choose the store that will receive the parts.
• Fleet: Select the fleet concerned, if applicable.
• Pieces: Choose the part(s) to transfer and specify the quantity for each part.
• Date: Indicate the transfer date.
• Applicant: Enter the name of the person or department requesting the transfer, if necessary.
• User: The name of the user who creates the transfer voucher is often filled in automatically, but can be modified depending on the settings.

Add attachments (if necessary):

• If documents need to be attached, use the option toAttachmentto add files such as delivery notes or invoices.

Save the transfer voucher:

• Once all the information is completed, click onSaveto validate the transfer voucher.
• The transfer voucher will then be displayed in the list with all the details provided.

Confirmation and verification:

• Check that the transfer voucher appears in the list with theSystem No., thereDate, TEAEntrance storeAndOutlet store, as well as theNumber of pieces.