Here the 10 easy steps on how to Create a Transfer Request in Mosaic Purchasing system.
Login to Purchasing System. Select the Requesting outlet
Step 1: Go to “Purchasing & Inventory” Module.
Step 2: Click “Transfer Request”.
Step 3: Click” Add New”
- Tap on “Add new” button to start creating a new Transfer Request.
Step 4: A new window will open. Type in the Required Information
a. Assign the Transfer Request Date
b. Assign the Expected Delivery Date
c. Select the Transfer Type
d. Choose the Serving Branch
e. Assign a person on the “Requested by” Field.
f. Put a remark (optional)
g. Choose a delivery type
h. Select the Reason for Transfer
After selecting the Serving branch and setting up the all the required information in step 4.
Step 5: Use the category filter/item list to pick out the items to be included in the Transfer Request.
Note: You can also use Templates.
Step 6: Enter the numbers/Quantity of the item required.
Step 7: Click add to record the item and display them on the list of items subject to Transfer Request
After clicking “add”, the item you selected will show here. Now you can add more items by repeating steps 5 – 6.
Step 8: Once done, you may now click the “Save” button.
Step 9: The system will show a green notification bar.
- This means that the transaction is successfully saved.
Step 10: Click “X” button to exit the page. And to return to the Transfer request Module.
After clicking the “X” button you will be automatically re-directed to the transfer request module, and you should see here the TR transaction that you created.
Repeat steps 1 – 10 if you need to create more Receiving Transactions.
