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Create Warehouse Transaction (Mobile App)
Create Warehouse Transaction (Mobile App)

Creating warehouse transactions via the app streamlines processes, speeds updates, and ensures real-time accuracy.

Updated over 3 months ago

Follow these steps to create warehouse transactions:

  1. 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.
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      Interface displaying the menu bar with "Supplies" option selected.

  2. Create a New Transaction:

    • Click the Plus button to start a new transaction.
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      Interface showing the "Transactions" tab with a highlighted Plus button, indicating where to click to initiate the creation of a new transaction.

  3. Enter Details:

    • In the Details tab, first select the transaction type.

    • Choose the warehouse(s) involved.

    • Enter the Transaction Date, Name, and Description.
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      Screen displaying the "Details" tab of a new transaction form. It shows options for selecting the transaction type, choosing warehouses, and fields for entering the Transaction Date, Name, and Description.

  4. 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.
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      Screen showing the "Items" tab within a new transaction form. The Plus button is highlighted, indicating where to click to add items to the transaction.

  5. 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.
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      Screen displaying the "Execute" option in a transaction form. The diskette icon is highlighted, showing where to click to finalize and execute the transaction.

      List with transaction history is shown.
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