Permanent Transactions for Inventory
This is a type of Issue where an item or items are to be issued out long-term to an entity and are not expected to be returned until a date in the future. Not to be confused with Sold.
- Click Transactions then click Issue / Return.
- Remove the check beside Use Current Date & Time? to manually enter a date and/or time other than the current.
- Select the Stocking Location of the item.
- Scan/Select the Entity that will receive the item.
- Select Permanent Issue from the Transaction Type drop-down List.
- Enter a Reference or Notes if needed.
- Scan an Item to be issued in the Item ID field or click
to find available items and select one. - Enter any other field if required.
- Adjust the quantity to be issued as required in the Qty box in the grid below by either using the arrows in the field to increase or decrease the number, or selecting the whole row and entering the quantity and hitting the Tab key for Bulk or Consumable items. Serialized items will have a quantity of 1 only.
- Repeat Steps 7-9 if needed for additional items to be issued.
- Check Print Receipt when Processing? if needed.
- Press
to process the issue.
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