How to configure Transfer Out Approval

How to configure Transfer Out Approval

Purpose: You can maintain a highly secure process for Transferring your stocks from one location to the other. For this, just enable the Transfer out approval option for approving/rejecting the items of Transfer out before it is received at the other locations.

Prerequisites - To enable the Transfer out approval process, From Dashboard, navigate to Tools -> Configuration -> Business configuration and enable the "Enable transfer out Approval as Approval" configuration.


Creating Employee:
1. For creating user, go to Tools -> Configuration -> Security configuration and click on Employee Master Create Employee. 








2. Fill the details and in approval manager select the manager of that user and click on save.

Steps to proceed For Transfer Out Approval -
1. Create a Tranfer out from staff login Click on Sales → More → Transfer Out 
Select from and To Branch and enter the item details and click on save.


2. After the TO is saved, the manager gets a notification about the TO and he can log in and move to Sales -> More -> Transfer out approval screen.

3. Press F4 Pending Approval to load the pending TO for approval and choose the TO.










4. Approve or reject the items by enabling or disabling the check box against each item. Press F6(Save) to save the TO.

Note: Once the Transfer Out is approved, the approval mail will be sent to the users of the receiving branches and for the user who raised the TO

Reports:

You can get the details of the Transfer out Approval from Reports -> Inventory -> Stock Movement -> Transfer Out Approval detail report.

Frequently Asked Questions ( FAQ) :  

Q1. After doing the transfer out, Is it possible to cancel the transfer out also if we have done the transfer out Approval?

→ It is not possible to cancel the transfer out. If the "Transfer out Approval" Menu is enabled for admin and we can disable the Check box to reject the Approval as attached in the below screen shot for which the transfer out has been done. After rejecting the transfer out in Transfer out Approval screen, the stock will be reverted for the item for the respective location which the stock transfer out has been done.

Q2. Is there any reports to check the transfer out approval which we made?

→ Yes, You can check the status and other details as per your need in the transfer out approval detail by going to Reports --> Inventory --> Stock Movement --> Transfer Out Approval Detail. Report.

Q3. Is there same user can do approval the transactions?

→ The same user can't approval the transactions, If customer required the same user to approve means they can disable the approval and continue in single transaction. Either "admin" can act as a approval manager or other users can act as a approval manger. If you map the same user as approval manager means you will get the "JSON parsing" error while loading the transaction in approval screen.

Q4. In Transfer out Approval , Transfer out made transaction was not showing?

→ The "Transfer out " were made by the user -Check the Reporting manager mapped for the user-That user need to approve the "Transfer out" by the approval screen.

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