Setup Example – Transfer Received

• Transfer Received transactions are only needed if your inventory is stored in multiple locations and you keep counts for each location.
• For example, a Transfer Issued (transaction) is created at head office to transfer stock to a branch. The branch counts the stock and approves or edits the Transfer Received (transaction) which is copied from the Transfer Issued (transaction).
• Items cannot be added to a Transfer Received (transaction) because it should be copied fro a Transfer Issued (transaction).

This page provides an example of a Transaction Type setup for Transfer Received transactions.
In this example, stock movement transactions are not posted to the ledger.

Header

• Description: Transfer Received
• Code: TR
• Entities: All

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Settings (tab)

• This section lists the compulsory and optional settings that can be used to customise Transfer Received transactions.
• Settings with Default as part of the name, can be changed when capturing a transaction.
• Items cannot be added because the Transfer Receive is designed to be copied from a Transfer Issue, therefore, the item settings are redundant.

Setting	Description	Value	When Required
Accounting > Pricing	A dropdown list to select a pricing option: – None – Cost Price – Sell Price – Supplier Price – Accounting	Cost Price	Always
Defaults > Default – Data Filter	The default display when a list of transactions for the transaction type is viewed. The options are: – Today – This Month – Pending – Active – Pending & Active	Select an option from the dropdown list.	The default filter is: Pending & Active. Add the setting if you want a different default filter.
General > Enable Staff	Allows an organisation to assign transactions: – None: Transactions are not assigned. – All: Transactions can be assigned to Users, and a Rep can be selected. – Rep: Transactions can only be linked to a Rep. – Assign To: Transactions can only be assigned to a User.	Select the applicable option from the dropdown list.	If you want to allocate the transaction to a staff member.
Inventory > Enable Transfer Receive	Checkbox. If checked, enables the From / To fields in the transaction header (read-only) and assigns the location selected under “To” to items.	Checked	Always
Inventory > Enable Resolves	Allows users to specify what must happen to inventory items. The options are: – Purchase: The inventory must be purchased. This resolve is used for copying transactions and does not affect inventory. – Produce: The inventory must be produced. This resolve is used for copying transactions and does not affect inventory. (e.g. Work Orders). – Reserve: The inventory is reserved for an order (e.g. Sales Orders). – Issue: The inventory is issued to a job or customer (e.g. Work Orders, Sales Orders, Customer Invoices). – On Order: The inventory has been ordered, but not yet received (e.g. Purchase Orders, Work Orders). – Receive: The inventory has been received (e.g. Supplier Invoices, Work Orders). – Adjust: The inventory is adjusted to reflect the correct stock on hand (e.g. Stock Take Adjustments).	Receive	Always
Mobile > Enable in Mobile App	Checkbox. If checked, the transaction can be accessed from the mobile app.	Check the checkbox.	If you want to manage the transactions from the mobile app.

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Statuses (tab)

• You may create an unlimited number of Statuses.
• However, there are only four Status Groups (Pending, Active, Complete, and Cancelled).
• The first status should allow editing.
• The final status should ideally not allow editing.
• If the setting Accounting > Enable Accounting is checked, at least one status should have the Accounting column checked.
• If Inventory is used, at least one status should have the Inventory column checked.
• If editing is allowed when the inventory or accounting columns are checked, any accounting or inventory reports should be considered provisional.

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Categories (tab)

• Categories are used to sort records. 
• The categories you choose should be meaningful to your business.
• Using categories is optional but recommended.
• Categories can be copied from another transaction type. The existing categories are replaced by the copied categories.

No Categories

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Copy Rules (tab)

• Copy Rules determine the circumstances under which transactions may be copied.
• Although there are two transactions involved in the copy, you only need to create one copy rule.
• User access must be set for each copy rule.
• You can automate copying transactions by selecting a Trigger status.
• Columns that were hidden in the screenshot were left blank or unchecked.

See Transfer Issued.

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Output Templates (tab)

• Output templates are the forms you need to print, preview or email a transaction (e.g. invoices).
• Default templates are included which will automatically include your company name, logo, and bank details as filled in on the Output tab of a registered Entity.
• You may edit these templates to include or exclude information.
• You may also create your own forms and templates from scratch.

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Learn More

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