How to Create and Manage Transfers

Introduction #

Efficiently managing product transfers between warehouses is vital for maintaining inventory accuracy and ensuring stock availability. This guide provides a detailed process to create and manage transfer details within the Cosmic POS module.

Prerequisites #

• Warehouse: Ensure both source and destination warehouse details are set up.
• Products: Ensure product details are set up.

Steps to Create a Transfer #

1. Login to Cosmic ERP
   • Enter your credentials and click the login button.
2. Navigate to POS System
   • Once logged in, locate and click on ‘POS System’ from the main menu.
3. Access Transfer Section
   • In the POS module, find and click on ‘Transfer’.
4. Initiate Transfer
   • Click on the ‘+’ icon to start creating a new transfer.
5. Select Source Warehouse
   • From the dropdown menu, select the warehouse from which the products will be transferred.
6. Select Destination Warehouse
   • Choose the warehouse to which the products will be transferred.
7. Select Product
   • Choose the product(s) that you want to transfer.
8. Enter Quantity
   • Specify the quantity of each product to be transferred.
9. Select Date
   • Choose the date for the transfer.
10. Create Transfer
    • Click on the ‘Create’ button to finalize and save the transfer details.

Conclusion #

Creating and managing transfers in Cosmic POS is a straightforward process that helps ensure efficient inventory management across multiple warehouses. Follow these steps to perform transfers accurately and efficiently.