12 | Creating a Transfer via SmartPDE Mobile

This article explains how to create a Stock Transfer from a Store within a Venue to any other Store within the same Venue or another Venue through SmartPDE Mobile. The transfer must then be posted to be received at the receiving store.

This article explains how to create a Stock Transfer from a Store within a Venue to any other Store within the same Venue or another Venue through SmartPDE Mobile. The transfer must then be posted to be received at the receiving store.

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 Create Transfer functions within the SmartPDE mobile application, the applicable Operator Privileges will need to be enabled:
• Operator Maintenance 'Stock Control' Tab
• Transfers & Adjustments: "Create Stock Transfers" Flag

Creating 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 'Create Transfer' option in the side menu
• This will open the Create Transfer home screen
• Proceed to select a From Venue and Store & a To Venue and Store, i.e. from which Venue and Store to which Venue and Store the Products are being transferred
• Note: To enable Default Venue and Store, please refer to  this article
• Once the From & To Venues and Stores are selected, click on the 'Add' button at the bottom to create a product transfer
• Depending on the Operator Privilege flags which are switched on, the App shall prompt the Operator a Warning message informing the Operator that the Operator Privileges do not allow automatic posting of Stock Transfers and that the transfer must be received to be completed with a Cancel and OK prompt
• After an OK selection, the app redirects the Operator to the Search Product page
• After a Cancel selection, the app cancels the action

• Proceed and search for a desired Product by typing the Product name or by using the mobile Barcode Scanner option at the bottom of the screen
• Note: To Add a Barcode or search a product using a barcode, please refer to  this article
• Once the desired Product is selected, the Product Details page is opened
• Note: For more information on the Product Details page, please refer to  this article
• Proceed to add a quantity for the selected product in the 'Enter Qty' field within the Price Level card and click on the 'Add to Transfer' button

• To add more Products to this Transfer, click on the 'Back' option on the top left corner and repeat the above steps to add more Products
• To view all the Products added within the Transfer, click on the 'List' button on the bottom which brings up a modal pop-up window displaying all the Products within that Transfer
• Note: To edit or delete an item, please refer to  this article
• The Products that have been added with their respective Quantities are displayed
• Click on Add to add more Products to the Transfer
• Click on Done if you are satisfied with the items added
• Once the Operator clicks on Done, the app prompts with a Yes and No, Add More selection
• After a Yes selection, the Transfer is sent to the Send to Server screen
• Navigate to the Send to Server screen and send the newly created Transfer to the Server i.e. BackOffice.
• Note: For more information on Send to Server, please refer to  this article

Next Steps

• The newly created Stock Transfer can be found within 'Stock Control' -> 'Stock Transfer' in BackOffice
• The Stock Transfer will need to be posted from BackOffice to complete the Stock Function
• For more on how to process Transfers in BackOffice, please refer to  this article