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