Transfer In (Receiving by Carton)

Purpose

The Transfer In function in M-POS is used by store staff to receive stock transferred from another store or warehouse. This process ensures stock records are updated accurately when shipments arrive. This module supports Carton Kitting receiving – allowing stores to scan carton IDs and verify their contents quickly.

Prerequisites

• Access to M-POS > Back Office > Transfer In.

• Transfer documents must already be created and confirmed in E-Retail (e.g., Store Delivery Request, Store Transfer Request, or Warehouse Transfer Request).

• Carton IDs must be generated and attached to cartons before shipment.

Steps

Step 1 – Access Transfer In

1. Log in to M-POS.

2. Go to Back Office > Transfer In.

3. The system will prompt:

   • “You have X pending document(s), do you want to view?”

   • Tap OK → opens the list of pending documents.

   • Tap Cancel → opens a page where you can search documents using filters.

Step 2 – Search & Filter (If Cancel is Selected)

• Use the Filter option to search for transfer documents by:

  • Transfer No. (Doc No.)

  • From Location

  • Date From / To

  • Status – All, Pending, or Received

Step 3 – View Pending Documents (If OK is Selected)

1. A list of pending transfer-in jobs will be shown.

2. Each record displays:

   • Transfer No. (Document No.)

   • From Location

   • Doc Date

   • No. of SKUs

   • No. of Qty

   • Receiving Status Summary: Sent / Rec’d (Received) / Var (Variance)

Step 4 – Receive by Carton Kitting

1. Tap View Details on a transfer document.

2. Tap the Carton Kitting button.

3. A list of Carton IDs will be displayed.

4. Scan the Carton ID label attached to the cartons received:

   • Successfully scanned Carton IDs will show a green tick.

   • Tap the down arrow beside a carton to view its contents/SKUs.

Step 5 – Save & Confirm

1. Once cartons are scanned:

   • Tap Save → then tap Save again to ensure progress is recorded.

2. To finalize receiving:

   • Tap Confirm.

   • The status will change to Received.

   • The page will return to the previous list showing updated statuses and other pending documents.

Note: If you only tap Save and not Confirm, the document remains in Pending status. You can return later, continue scanning, and then confirm once complete.

Notes / Tips

• Always perform Confirm after saving to finalize receiving; otherwise, the job remains open.

• Variance in quantities (Sent vs Received) will be reflected under the Var column.

• Use Carton Content view (down arrow) to validate SKUs inside each carton if discrepancies arise.

• Pending jobs can be resumed anytime until they are confirmed.