Transfer PO

In this section, you can learn how to Perform a Transfer PO.

Access the Master App

If you are using a multi-RUC application, navigate to your Master App.

Step 1: Make sure all the boxes are fully packed

In order to perform a transfer PO, all the boxes need to be fully packed. You can check this status, opening the Purchase Order and checking the box, if it is packed a message "fully packed" will show.

Purchase Order with Fully Packed boxes

Step 2: Navigate to the Transfer PO Module

If all your boxes are fully packed, you will be able to transfer PO

In the main menu, go to Customers → Sales → Transfer PO.

Alternatively, you can access it directly via the following URL: https://farm.unosof.com/index.cfm?event=PurchaseOrders.Transfer.Boxes

Once inside the module, you will see a section where you can input the required details for the transfer.

Step 3: Input the Purchase Order (PO) ID

Enter the PO ID from the Master.

Step 4: Select the Transfer Locations

A dropdown menu will appear with options for transfer locations.

1. Choose the origin (from where the transfer is initiated).

2. Select the destination (where the transfer will be sent). Example

   

   Transfer PO module

Step 5: Confirm and Process the Transfer

Review the entered PO ID and selected locations and clic SEARCH.

Click on the Warehouse To check other warehouse options, and click the TRANSFER button to process the transfer.

The system will validate and execute the transfer based on your inputs.

Step 5: Save the PO

After performing the transfer, go to the PO and click on the PO INFO button.

The details of the PO will be displayed. Click on SAVE.

• This step is crucial, as it will:

  • Permanently delete the order at the farm level where the boxes were transferred from.

  • Move the transferred boxes to the selected farm and warehouse.

Purchase Order Information

Step 6: Verify the Transfer After processing, verify that the transfer was successful. All the boxes should show as fully packed, in the new location inside the Purchase Order in Master and Farms