Using the Inventory-Site Transfer Interface

Objective

The Inventory-Site Transfer interface allows a user to create inventory-site transfer transactions.

 

For example:

  • Transferring stock from one warehouse to another.
  • Transferring stock from one section of a location to another.
  • Transferring stock from a location to a service truck, and vice-versa.

 

Prerequisites

 

Summary

 

Steps

Creating a New Inventory-Site Transfer

  1. Firstly, select the Inventory-Site Transfer interface from the maestro*MOBILE menu.
  2. Press on + Create an Inventory-Site Transfer.
  3. By default, the date of the current day is entered as the Transaction Date.
  4. If needed, indicate the transfer Reference.
  5. In multidimensionnal mode only, indicate the Source company and Target company.
  6. Press Save.
  7. The transaction form is automatically displayed: adding items and completing a form.

 

Adding Items to an Inventory-Site Transfer

  1. In the Inventory-Site Transfer form, press on Items.
  2. Select a Source Site and Target Site.
  3. Press on the button and select an addition type: add (standard), add from reservation, or add by scanner.
FerméAdd (standard)
  1. Press on the Item field. Select an item in the displayed list, using the search field, if needed.
  2. If applicable, press on Inventory Selection to identify inventory items based on their location.
  3. Enter the quantity to add.
 

Depending on the configurations made in maestro*, the quantity can be validated :

  • By available stock quantity
  • By available quantity for a location
  • By available quantity for a site and location

Furthermore, validation can be subject to a simple warning (the user can, therefore, still save the form) or to a complete block (the user will not be allowed to save the form).

  1. Save the addition of items.
  2. The added items appear under the location fields.
FerméAdd from reservation
  1. In the search field, enter the reservation number. All items in the reservation are displayed in the list.
  2. Select every item that needs to be transferred.
  3. Press on OK.
  4. The added items appear under the location fields.
FerméAdd by scanner
  1. Press on the + Bar Code Item Entry button.
  2. Scan a bar code usng the device's camera; the scanned item is displayed in the addition page.
  3. Press on the icon that represents three little boxes to identify items in the inventory based on its location, including reservations.
  4. Enter the quantity to transfer.
  5. Press Save.
  6. The added items appear under the location fields.
  1. Press on the leftward-pointing arrow to go back to te inventory-site transfer form.

Completing an Inventory-Site Transfer Already in Progress

 

We generally complete an inventory-site transfer immediately after adding the desired items.

However, we can directly access an incomplete transfer from the In Progress tab of the Inventory-Site Transfer's main page.

  1. If needed, press on Memo to add a memo to the transfre form.
  2. If needed, press Documents/Photos to add pictures or documents to the transfer form.
 

View the Documents and Photos topic to find out about all the features of this tool.
  1. Press Complete. A warning message appears to indicate that it will be impossible to modify the inventory-site transfer afterwards. Press Yes.
  2. The inventory-site transfer is now displayed in the Completed tab.

 

Viewing a Completed Inventory-Site Tranfer

  1. In the Inventory-Site Tranfer's main page, display the Completed tab.
  2. Press on the desired inventory-site transfer to view it.

 

Closing the Transfer Transaction

This last step will be performed by another user in maestro* in order to transfer the transactions and make the inventory transfer official.

Only after this step will the quantities be affected in the inventory.

 

Last modification: août 06, 2024