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Create Warehouse Transaction (Mobile App)

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

Updated over 2 weeks 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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      Navigating to the Supplies section from the mobile main menu.

  2. Create a New Transaction:

    • Click the Plus button to start a new transaction.
      ​

      Viewing the Transactions tab with existing warehouse transactions and adding a new one.

  3. Enter Details:

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

    • Choose the warehouse(s) involved.

    • Enter the Transaction Date, Name, and Description.
      ​

      Entering warehouse transaction details including type, destination, date, 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.
      ​

      Adding inventory items to a warehouse transaction in the mobile app.

  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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      Saving or executing the warehouse transaction with options like draft, submit, or execute.

      Newly created warehouse transaction displayed in the list of completed entries.
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