Inventory Transactions - Transfer between Stores with Transit (Export)

Inventory > Invnentory Transactions

Transfer Between Stores in ProjectVIEW ERP

In ProjectVIEW ERP, transferring items between stores involves a two-part process. Users must first initiate and approve a Transfer Between Stores with Transit (Export). Once this is completed, a corresponding Transfer Between Stores with Transit (Import) must follow. After both actions are recorded, the full transaction details—including the movement from Warehouse 1 – Project 1 to Warehouse 2 – Project 2—can be viewed in the Inventories Report screen.

Inter-Store Transfer Approval Flow (Export/Import with Transit)

Visual Walkthrough

Go to Inventory Transactions page.

To create a Transfer between Stores with Transit (Export) you are going to use dynamic search bar by typing "Inventory Transactions"

To add a new record , click the “+” button “New Record”.

To create a Transfer between Stores with Transit (Export), the following fields are mandatory:

• T Date

• Company Code

• Branch Code

• Project Code

• Document Type Code (Transfer between Stores with Transit (Export))

• Inventory Document Type Code (Select Good Receive note (Cost)

• Warehouse Code (Warehouse to export from)

• To Project Code (Project to import into)

• To Warehouse Code (Warehouse of the project you plan to import into)

• Cost Model (Basic Model)

Then, click Save.

To view available items in the Warehouse to transfer:

1. Click the Actions button.

2. From the dropdown menu, select Fetch Items from Inventory.

To transfer materials, navigate to the 'Qnt to Transfer' column and specify the desired quantity for each item.

To proceed, select the material lines by checking the checkboxes, then click the Fetch

In the Inventory Detail screen, the related materials and quantities have now been retrieved from the Inventory along with their unit prices.

• To set this Inventory Transaction , click Entry Complete to finalize the initial entry.

• Then, click Fully Approve.

In the following lesson, we will explore how the Transfer Between Stores with Transit (Export) document is created, and how—once this step is completed—a corresponding Transfer Between Stores with Transit (Import) must be recorded on the same document to complete the process.

Video Walkthrough