Create Transfer Order via “GF Agency Allocation Page”.
Allocate Inventory for Pantry.
Transfer Order will get created in Purchase UOM
If we spilt the item in EA and LB, does we get the exact unit cost?
Method to be adapted FIFO?, Standard costing?
Splitting of case will be done in Agency Warehouse after receiving of goods
Whse shipment will be created through Purchase Order
Send Whse Shipment by clicking “Send Documents”
Create Pick
Post Pick
Post Whse shipment
When received in Agency create Whse receipt
Create “Put- Aways” for Splitting of base UOM to Sell UOM.
Post Whse Receipt
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Select “GF Agency Allocation Page”.
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Select the “Agency” for which you need to Allocate the items.
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You can check the “Available” Quantity column on the left side in order to check the quantity available in Main warehouse.
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On the left hand side you also know the items status how much “On Hand”, “On PO”, “Total” and “Available”.
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Items Can also be search through “Item No”, “Item Category”, “Item Description” and “Name”.
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Enter the “Quantity” for the Specific “Agency”
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Press “Update”
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Press “Ok” to confirm the “Agency Transfer Orders”
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Transfer Order will be created Automatically.
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Transfer Order Status will be “Open”.
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If you have an “Open” Transfer Order already exists items will automatically added in that “Transfer Order”.
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You can enter agency transfer orders manually one by one, or you can use Agency Order Allocation to mass create or update transfer orders.
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On the left side of the page, you will all items and UOMs that On Hand Qty. or On PO Qty.
Click on the Item No. to navigate to the Item page.
You can search by Item No, Item Category, Item Description, or Warehouse Name.
On the right side of the page, you will see all agency warehouses.
At the end of Warehouse Name, you will No. of open transfer orders in ().
Open Transfer Orders, are Document Status, Open, Shipment Created, and Closed is not checked
You can only one open transfer orders per Warehouse. If not, you will not be able to update the Transfer Order
Merge or delete transfer orders before you continue using this function.
Click on the Warehouse to navigate to the agency account set up on the Warehouse.
Enter or update Quantities under each warehouse.
Available cannot be negative.
When Update, GoldFinch does several checks
Available cannot negative
One warehouse can only have one open transfer order.
New quantity cannot be less than the quantith that is on Whse. Shipment Line
If new quantity is less than the allocated qty, GoldFinch will reduce the allocated qty.