Inter-Warehouse Transfers
Inter-Warehouse Transfer document type is internal and meant for transferring items between warehouses in the company. It always works two-way, which means that the issuing warehouse is relieved and the receiving warehouse is loaded with items from the document line. Transfer types are defined in the Document types Register (Two different links!), where you can also set suitable parameters for fast and precise work. In PAW, there are predefined document type for transfer, which you can also add and change with the help of PANTHEON. First, select the document type from the menu that you will use for transfer record.
Upon clicking on 'New', a window will open to enter a new document.
COMMAND LINE
| Transfer list |
Clicking on the transfer list opens data about created transfers. |
| New |
Add a new document. |
| Delete |
Clicking on this button deletes the selected entry. |
| Print |
Save and print the document.
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| Save |
When clicking on the button 'Save', the document is saved. This button also enables:
- Save and new – the document is saved and at the same time, the program opens a new document.
- Save and print – the document is saved and printed out.
- Save and close – the document is printed out and the form for entering data is closed.
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| X |
The X button returns you to the document list. |
TRANSFER HEADER AND GENERAL DATA
Transfer header contains the most important information about the document:
| Document type |
In the window under the document type, you can select among pre-prepared document types.
Document types are predefined. In PANTHEON WEB Light, you cannot add new or change document types. You can only do this with licenses SE, ME and MF.
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| Receiving warehouse |
A receiving warehouse is the one into which certain goods or materials will be transferred.
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| Status |
Select a suitable status from the drop-down menu of statuses. For example, when a document is confirmed by a responsible person, you select the status 'Confirmed'. If a document is marked 'Confirmed' and you want to change data on it, the program issues a warning.
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| Number |
This is a unique document number, comprising of: a two-digit year code, a three-digit document type code (same as in the Document Types register) and a six-digit consecutive document number. The number is automatically generated by the program and cannot be changed. Numbering of ducuments can only be set with licenses LT, LX, SE, ME and MF. |
You can move between fields with the 'Tab' key.
General data is moved to the right. They can be shown or hidden by clicking on the arrow (as shown in the picture).
Information in the general data:
| Date |
Transfer date: this is the date that will be shown on the stock card as the issuing date or goods transfer date. |
| Issuing warehouse |
Issuing warehouse is the warehouse from which goods and materials will be transferred into the receiving warehouse. With the transfer, the stock in this warehouse will decrease. |
| Document 1 |
Into the 'Document 1' window, you can enter data about the number and date of the link document. The name of the field can be changed in PANTHEON with liceses LT, LX, SE, ME and MF. |
| Document 2 |
The mode of entry is the same as for link document 1. The name of the field can be changed in PANTHEON with licenses LT, LX, SE, ME and MF. |
| Responsible person |
As the responsible person, the program offers the user. The responsible person can also be changed. For example, a responsible person can also be the sales representative who made the deal, as this can also be a parameter for turnover follow up by employees. |
| Clerk |
The program will offer to fill in the field with the user logged in. The clerk cannot be changed!
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TRANSFER LINE
In order to enter data about items/articles more easily and quickly, PANTHEON Web Light enables searching items by ID, name of supplier ID. Enter the data or select it from the drop-down list.
When you find the right item, you can change its quantity, price and discount. You can move between fields with the 'Tab' key. With the 
button, the item is moved into the line.
| Line |
The consecutive line number, automatically generated by the program. |
| Item |
Item ID of the selected item is entered. This data cannot be changed. If you click on the ID, the Items register opens. |
| Name |
The name of the selected item is entered. This data can be changed. |
| Quantity |
Issued quantity. Default value is 1. |
| U/M |
Unit of measurement for this item (default value from the Items register). |
| Price/UM |
This is the selling price (default value from the Items Pricelist register). This data can also be manually entered.
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| % Discount |
Line discount. This data can also be manually entered or defined by rebate in the Subjects register.
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| VAT |
Tax type – the default value is taken from the Items register or from the parameters, but it can also be manually entered.
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| Warehouse price |
This is the price of goods in the warehouse. It depends on the selected way of stock valuation, which is predefined (Warehouse). This is the price for relieving stock in the issuing warehouse. The data cannot be manually corrected.
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| Excl. VAT |
Line value excluding VAT (= quantity*price – rebate). This data cannot be manually changed.
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| VAT amount |
in the document line
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| Total |
Line value = (quantity*price – rebate) + VAT amount. |
| Note |
When clicking on  , a window opens to enter a note onto document line. If an item has a note, the speech bubble is colored yellow. |
| Delete |
Delete line. |
DATA ON THE VALUE OF ISSUING
| Document note |
A note on the document cannot exceed 4096 characters. It is manually entered and appears in the bottom of the invoice. |
| Text bottom |
You can select a default text from the Texts register which will be shown on the document. Here, you can select multiple texts at the same time. |
| Total EUR |
The total value of document lines (in the local currency) without any possible discounts. |
| Discount EUR |
The value of discounts as a summary by lines. You can also manually enter the discount value into this position (in percentages or in amount). |
| % Discount |
The value of discounts in percentage. |
| Value EUR |
The total value of document lines (in the local currency) with the discount included. |
| VAT EUR |
The value of calculated VAT (in the local currency). |
| To pay |
The total value of payment to the supplier (in the local currency). |