Adding a new document¶
How to add a new transfer¶
- Go to Documents → Transfer
- Press the Add button
On the next page you must fill in the document details. The transfer add page has three sections to fill in:
General information¶
This section contains the field with general information about the transfer: the destination location.
- Destination location — select the location where the products will be transferred. Required field.
Info
If you have the availability functionality enabled (picker assignment), this section also shows the Picker user field, from which you can choose who the transfer is assigned to (by default it is set to Automatic assignment).
Validation information¶
This section contains the Requires validation toggle.
- Requires validation — if you enable it, the document will be sent to the mobile terminal in the warehouse to be validated. Otherwise, you can validate the document directly in the BackOffice.
Info
If you have the availability functionality enabled, this section also shows the Priority field, from which you can choose the priority of the transfer (Normal, Priority or Urgent).
Additional information¶
This section contains two fields with additional information about the transfer. They are not required.
- Details — add details about the transfer to identify it more easily.
- Notes — add additional notes about the transfer to identify it more easily.
After you fill in all the required fields and the ones you want, press Add to create the transfer or Cancel to discard the entry.
After you press Add, you are redirected to the next page — the transfer products page — where you will add the products and their quantities.