1. Select a Document Type

First, select the type of document you wish to use to create an issuing invoice. In the Goods | Issue | Document menu, select or click the desired document.

You can also select a document by clicking the shortcut. The icon can be found in the toolbar.

2. Creating a New Document

In the task bar, click the new record button. This will open a new document that will be used to create an issue invoice.

Because the program always sets itself to the last document created, you must click the New Record  button after choosing a document type when you wish to create a new document.

The names of the fields for the issuer and receiver are set in the Document Types register.

Transfer between warehouses is done using just one document. Once you've designated an issuing and receiving warehouse, the program will use this information to automatically create an issue for the issuing warehouse and a receipt for the receiving warehouse.

3. Data Entry

3.1.Entering Information about the Receiving and Issuing Warehouse

 A warehouse can be automatically entered in both fields, in line with the setting in the Document Types settings.

Enter a warehouse in the Receiving Whs. or Issuing Whs. field by typing the first letters of the warehouse you wish to enter. When you do this, the program will narrow down the list of warehouses you've entered in the Subjects register.

If you would like to enter a warehouse that you have not entered in the Subjects register, click the button to open the Subjects  register, where you can enter a new warehouse.

3.2. Number of the Received Document, Entering a Date, and Confirming the Document

Enter a date:

• manually. Using the mouse, go to the Date field and enter a date using the dd.mm.ll format.
• by selecting a date from the calendar which will appear if you click the drop down arrow.

By default, the program will enter the current date in the date field.

The program automatically generates the number of the transfer. A number is made up of a two digit code for the year, a code for the type of document (identical to that found in the Subjects  register), and a series of question marks, which the program will automatically change into a sequential number once the document has been saved. The length of the format of a number can be set in the Administration Panel.

Once the document has been confirmed by an authorized person, confirm it by checking the box. Using authorization, you can prevent other users from changing documents that have already been confirmed.

3.3. Entering Information in the Transfer Header

You can set a default department in the Document Types settings (if you have not entered this information, the department the program user/clerk who is creating the document belongs to will be entered in this field).

The department entered in the header is  entered in the lines of the document by default. Depending on your settings in the Document Types settings, you might be required to enter a department.

Select a currency (in which the sale prices will be displayed) and a delivery method from the Document Types settings. Enter a Transfer Slip number and date if required.

Enter a Responsible person and a Clerk (the person who is signed into the program).

4. Entering Lines

To enter a new line, use the key, the cursor key, or the Insert button.

Using the mouse, place the cursor on the ID or Name column, depending on whether you would like to find items by ID or by description. Find items by typing the first letters of the item you wish to enter. When you do this, the program will narrow down the list of items you've entered in the Items register.

You can also find an item using advanced criteria with the Item Search (Ctrl+F) function.

If the item  you wish to enter is not in the Item Settings, you must first enter it. Open the Items register by double clicking the ID or Name field to enter a new item.

Once you have selected the desired item, enter the quantity in the Quantity column. All other information will be automatically entered by the program on the basis of parameters entered in the Items register, or will be calculated. Of course, you can also change the specific parameters in the individual lines.

5. Value Bar

5.1. Notes on the Documents

Text entered here will appear on the transfer slip.

5.2. Value Information

The total value of the transfer by valuation price (in the currency entered in the transfer header).

6. Printing a Transfer Slip

Once you've finished creating a transfer document, you can print it by clicking the Transfer Slip button. By default the latest form of the invoice will be printed.

If you would like to print out a different form of the document, right click the Transfer Slip button and select the desired form.