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13 | Receiving Transfers in SmartPDE Mobile

This article explains how to receive a Stock Transfer which was created using the SmartPDE Mobile App.

This article explains how to receive a Stock Transfer which was created using the SmartPDE Mobile App.

Prerequisites

  • Minimum Bepoz version of 4.7 and onwards
  • Completion of SmartPDE Mobile App Setup in the given order:
    1. SmartPDE Mobile Licensing & Installation
    2. SmartPDE Mobile Workstation Setup
    3. SmartPDE Mobile Scheduled Job & Configurations
    4. SmartPDE Mobile Database Settings
    5. SmartPDE Mobile HomePage
  • To access Receive Transfer functions within the SmartPDE mobile application, the applicable Operator Privileges will need to be enabled:
    • Operator Maintenance 'Stock Control' Tab
      • Transfers & Adjustments: "Receive Stock Transfers" Flag
      • Transfers & Adjustments: "Post Stock Transfers" Flag
      • Transfers & Adjustments: "Post My Created Transfers" Flag

Receiving a Transfer

  • Note: It is a good practice to retrieve the latest copy of the database before performing any stock operation within the SmartPDE Mobile App; this ensures the data integrity is maintained between the SmartPDE Mobile App and the local database in BackOffice
    • For info on how to get a new database, please refer to  this article
  • To get started, login into the SmartPDE mobile app using a valid Operator ID
  • Click on the "hamburger"-style icon on the top left of the application screen and click on the 'Receive Transfer' option in the side menu
    • This will open the Receive Transfer home screen
  • Proceed to select the Venue where the Products were transferred to which they are now being Received into
    • Note: To enable Default Venue and Store, please refer to  this article

    

  • After selecting a desired Venue, the Un-Posted Transfers for the Venue will be visible via different cards
  • Click on a desired card to view the Transfer receipt
  • The Transfer Receipt will contain the following data fields within them:
    • Transfer ID
    • Total Items
    • Date Created
    • To Store
    • From Venue
    • From Store
    • Status
    • CostEx
    • Product Card
  • The Product Card will contain the following data fields:
    • Status 
    • Product
    • Sent Units
    • Received Units
  • Within the Transfer Receipt, click on the 'Message' button (envelope icon) at the bottom to Receive the Stock Transfer
  • A message will be displayed on the homepage, "Transfer #ID has been received!" 

    

  • With this message, the Stock Transfer has been received within BackOffice
  • All the quantities are updated and the status of the Transfer is set to 'Completed'
  • The Operator can go to the 'Stock Control' -> 'Stock Transfer' i.e. the Transfer List and check against the Transfer ID to view the details of the transfer