📄SmartPDE Mobile - Creating a Transfer

Minimum Bepoz version of 4.7 and onwards
Completion of SmartPDE Mobile App Setup
To access Create Transfer functions within the SmartPDE mobile application, the applicable Operator Privileges will need to be enabled:
- Transfers & Adjustments: "Create Stock Transfers" Flag

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

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

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
Once the desired Product is selected, the Product Details page is opened
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
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.

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.