Follow these steps to create warehouse transactions, ensuring accurate, efficient, and real-time updates for your inventory management.
Access Transactions:
Log in and select the Menu icon in the top left corner.
Click on Supplies and then go to the Transactions tab to view all transactions.
Create a New Transaction:
Click the Plus button to start a new transaction.
Enter Details:
In the Details tab, first select the transaction type.
Choose the warehouse(s) involved.
Enter the Transaction Date, Name, and Description.
Add Items:
Switch to the Items tab and click the Plus button to add items.
Add items by scrolling through the list, searching by name, or scanning the item's barcode.
Note: For "Out" or "Transfer" transactions, ensure the outbound warehouse has items; otherwise, no items will appear.
Save and Execute:
After adding all necessary items, click the diskette icon in the top right corner.
Select Execute to complete the transaction and add it to the list of existing transactions.
