How to arrange Transfer of Materials in Accoxi?

Transfer of materials is a function where a user can deal the manufacturing and packing functions of a product.

TRANSFER OF MATERIALS IN ACCOXI:

Transfer of materials is a function where a user can deal the manufacturing and packing functions of a product. Here user can convert items/raw materials into finished goods and user can also use this form for splitting large quantity of items into small units which is a packing function. It can be created and viewed from inventory module => Transfer of materials

Transfer Of Materials

Key features:

  • Can use for manufacturing process
  • Can be used for packing function
  • All the created Transfer of materials can be viewed in a single window
  • Can filter the Transfer of materials according to its active and cancelled status
  • Easy creation of Transfer of materials without going through deep procedures.

Transfer Of Materials in Accoxi

OPTIONS AVAILABLE IN TRANSFER OF MATERIALS MENU:

By clicking inventory module and selecting Transfer of materials menu user will be redirected to a Transfer of materials search window where the user will be able to view all the Transfer of materials created.

Options Available in Transfer Of Materials

DATA AVAILABLE IN TRANSFER OF MATERIALS SEARCH TABLE:

Field

Description

#

Serial number of the data in the table shows here

Ref number

The reference number for Transfer of materials created shows here

Date

Date of the Transfer of materials shows here

Description

Descriptions given to the created Transfer of materials shows in this column

Status

The status which is active or cancelled of the Transfer of materials shows here

View option

This option can be used for to view the data entered in the created Transfer of materials

 

More option

To edit the Transfer of materials data this option can be easily accessed and it will redirect the user to change the Transfer of materials form and user can update the changes.

More options also facilitates delete function where user can delete the created Transfer of materials

1.FILTER

The filter option in Transfer of materials search window helps the user to filter the Transfer of materials data shown in the window

  • Filter of Transfer of materials search can be done in two ways-Either you can directly enter the Transfer of materials ref number/description into the search bar near filter option or by clicking the filter drop down, you can filter the data by entering the ref number, description, Transfer of materials status which is active/cancelled and can also filter using date of creation.

2.NEW

A new Transfer of materials can be created by clicking on the new Transfer of materials option.

 

Steps to add a new transfer of materials:

  • Select inventory module and click in Transfer of materials option
  • And select the new Transfer of materials button and it will redirects the user to new Transfer of materials form
  • In that enter reference number, date and description
  • Then in source(consumption) select the list of products from the product column its batch and QTY
  • Then in destination(production) select the finished good or final product that the raw materials are need to converted to from the product column
  • You can also select the batch and can edit the QTY, sales rate and production rate
  • And click save

New Transfer Of Materials

FIELDS

DESCRIPTION

Ref number

The reference number for Transfer of materials can be given in here

Date

The date of Transfer of materials creation is inserted here

Description

The description notes for Transfer of materials can be given in the section.

Source(consumption)

This head deals with the selection of items that the user want to convert to finished goods or packets.

#

The serial number for the data in the table

Product

Select the product/raw material that the user want to convert from this product column

Batch

Select the batch of the products created

Current stock

Shows the current stock of the selected products

UOM

Shows the unit of measure of the product

QTY

Can enter the number of QTY of the product in this column

Sales rate

Shows the sales rate of the selected products

Purchase rate

Shows the purchase rate of the selected products

Item total

Shows the total amount of the selected products

Delete

Can delete the items entered in the table using this function

Destination

(Production)

This head deals with the finished goods or target items

#

The serial number for the data in the table

Product

Select the target item that the user want to convert from this product column

Batch

Select the batch of the products created

Current stock

Shows the current stock of the selected products

UOM

Shows the unit of measure of the product

QTY

Can enter the number of QTY of the product in this column

Sales rate

Shows the sales rate of the selected products

Production rate

Shows the production rate of the selected products

Item total

Shows the total amount of the selected products

Delete

Can delete the items entered in the table using this function

Save

To save the new Transfer of materials created save button can be used

Cancel

To cancel the data entered in new Transfer of materials window

Exit

This button exits from whole Transfer of materials window.

3.REFRESH

If your latest data is not displayed, click on the refresh icon on the top left corner of the page to fetch the new data.

4.EXPORT

The Transfer of materials list can be exported to Excel format. Click on the Export button at the   top right corner near the +New button. Select the file location and click on save.

5.View option

This option can be used for to view the data entered in the created Transfer of materials

6.More option:

To edit the Transfer of materials data this option can be easily accessed and it will redirect the user to change the Transfer of materials form and user can update the changes.

More options also facilitates delete function where user can delete the created Transfer of materials

7.Pagination Control

It controls the page navigation and the page size. Page size can be set to 10, 20, 50 or 100. And by giving page number in the box and clicking on Go button. It jumps to the said page.

8.Exit

Below the pagination control, there is exit button. If you want to exit the Transfer of materials search page click on exit button.

Frequently Asked Questions?

01How to export the Transfer of materials data?

  • Go to Inventory Module- Transfer of materials
  • Click on Export option at the top right corner of the page
  • Warning message related to Export appears, click on Ok button.
  • Choose the File Destination
  • Click on Save

02How to filter Transfer of materials data based on reference number?

  • Inventory Module- Transfer of materials
  • Click n filter
  • Enter the reference number
  • And click on apply

03How to delete a Transfer of materials?

  • Go to Inventory Module- Transfer of materials
  • Click on more option on the TOM data that you want to delete
  • Click yes

04How to edit a data related to Transfer of materials?

  • Inventory Module- Transfer of materials
  • Select the required Transfer of materials data and click on edit in the more option
  • Make necessary changes
  • Click on update button.