External Application Transfer Request
To configure settings in the Portal and create an External Application Transfer Request:
Step | Topic | Description |
|---|---|---|
1 | Steps to create an External Application (Web). Use POS Transfer Request in the Application Name field. | |
2 | Steps to set the user sign-in requirements for an External Application Transfer Request. | |
3 | Steps to configure point-of-sale (POS) activation in Data Management. | |
4 | Steps to configure role permissions in Data Management for External Application Transfer Requests. | |
5 | Steps to create the transfer request in the point-of-sale (POS) device. |
For additional information on managing transfer requests, see External Application Transfer Request List and External Application Transfer Request Page.
External Application Transfer Request: POS Sign-in Method
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To set permissions for External Application transfer requests:
From Data Management, navigate to Ordering Settings → Settings → Preferences → Set company defaults → Back Office → 抖阴External Application (XEA). For additional information, see 抖阴External Application (XEA).
From 抖阴External Application (XEA) dropdown menu, select Combo or User ID Only.
From the upper-right of Default Company Preferences, select Apply to save the configuration setting.
External Application Transfer Request: POS Activation
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To set the POS Activation configuration:
From Terminal Scheme, select the Terminal Scheme name.
From the Terminal Scheme details page, select Functions & External Applications.
From Functions & External Applications, scroll to the Available External Applications section.
From the Available External Applications section, toggle Yes for POS Transfer Request.
From the Terminal Scheme details page, select Order Entry.
From Order Entry, scroll to Available System Navigation Options and select Add Item.
From the Add System Navigation Option popup, select POS Transfer Request and select Save.
From the upper-right corner of the Terminal Scheme details page, select Save to save the configuration settings.
For additional information on Terminal Scheme configuration settings, see Functions & External Applications.
XVI - External Application Transfer Request: Role Permission
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To configure the External Application Transfer Request role permission:
From Roles, select the role needed for External Application Transfer Requests.
From the role page left navigation list, select Venues Inventory.
From Venues Inventory, select the Transfer dropdown menu.
From the Transfer dropdown menu, toggle Yes for Manage Transfer Request.
From the upper-right corner of Venues Inventory, select Save to save the role settings.
For information on Roles and assigning Permissions, see Roles and Define Role Permissions..
External Application Transfer Request List
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From the External Application Transfer Request List:
View a list of all existing transfer requests.
Search and sort transfer requests.
Send transfer requests.
Cancel transfer requests.
Select a transfer request directly to edit.
The External Application Transfer List main page displays:
List Header | Description |
|---|---|
Transfer ID | Transfer ID. |
From | Site name of the sending location. |
Requester | Requester name. |
Status | Statues include:
|
Actions | Actions include:
The Send action is available for transfer requests that are in Open (draft) only. The Cancel action is available for transfer requests that are in Open or Open (draft) only. |
External Application Transfer Request Page
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The Transfer Request page displays:
List Header | Description |
|---|---|
From | Select the warehouse sending the product. |
Status Field | Transfer request status. |
Item List | List of inventory items available for transfer. |
Search | Select to search for a specific item. |
Transfer Unit | Select and change the item's unit of measure (UOM). NoteIf configured, UOM defaults units are displayed. If not configured, the UOM is alphabetized. |
Qty Requested | Quantity (Qty) requested for the item. |
Number pad | Use the number pad to enter the Qty Requested amounts. After entering the number, select Add to add it to the Qty Requested column for the item. Select Clear to clear the number from the number pad. NoteThe number pad forces a decimal point. |
Save & Continue | Select to save the transfer quantities entered and move on to the next step. |
Clear Qty Requested | Select to clear the number amount for the Qty Requested column for the entire transfer request. |
Back to List | Select to move back to the Transfer Request main page. |
For additional information, see Create an External Application Transfer Request.
Create an External Application Transfer Request
For additional information on the External Application Transfer Request details, see External Application Transfer Request Page.
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To create an External Application Transfer Request:
From POS Transfer Requests, select New Request.
From Transfer Request, add the following information to the transfer request:
Field Name
Description
From
Select the site name of the sending location.
Item Name
Item name. Use the Search bar to find specific items.
Transfer Unit
Unit of measurement (UOM) associated with the item. Confirm the UOM for each item.
Qty Requested
Transfer quantity amount requested.
From the item row, select the Qty Requested field.
Use the number pad to enter the desired amount.
Select Add to add the entered amount.
From the bottom-right of Transfer Request, select Save & Continue to save the transfer request.
The transfer request is saved in Open (draft) status.
For steps to send the request, see Send External Application Transfer Request.
For steps to edit the request, see Edit External Application Transfer Request.
For steps to cancel the request, see Cancel External Application Transfer Request.
Send External Application Transfer Request
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To send an External Application Transfer Request:
From POS Transfer Requests, find the needed transfer request in Open (draft) status.
From the Action column, select Send.
Edit External Application Transfer Request
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To edit an External Application Transfer Request:
From POS Transfer Requests, select the needed transfer request in Open (draft) status.
From the bottom of the transfer request page, select Edit.
From Edit, update the items, including Transfer Unit and Qty Requested columns.
From the bottom of the Edit page, select Save & Continue.
Cancel External Application Transfer Request
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To cancel an External Application Transfer Request:
From POS Transfer Requests, find the needed transfer request in Open (draft) or Open status.
From the Action column, select Cancel.