Transfer to subcontracting customer
To create a goods issue to record a transfer of products to a subcontracting customer:
- Do one of the following:
- (Recommended) To generate a goods issue from a subcontractor order issued, go to Sales; then, under Subcontracting services provided, click Subcontractor order received processing.
The Subcontractor order received processing workplace is displayed.
On the Goods issue tab, click the line with your subcontractor order, and then click Generate goods issue (transfer).
Note. This method is recommended because it automatically prefills goods issue details from the subcontractor order received. - To create a goods issue from scratch, use either of the following options:
- Go to Sales and under Sales, click Goods issues. Then, in the Goods issues list, click Create.
- Go to Warehouse and under Warehouse, click Goods issues. Then, in the Goods issues list, click Create.
- (Recommended) To generate a goods issue from a subcontractor order issued, go to Sales; then, under Subcontracting services provided, click Subcontractor order received processing.
- Specify general details:
- Set Operation to Transfer to subcontracting customer.
- Specify Counterparty.
- Fill in the remaining fields as necessary.
- On the Products tab, specify products to transfer to a subcontracting customer:
- To fill in products automatically from the base document, click next to the Order field.
This option is only available if you specified a base document in the general details. - To import product list from a spreadsheet file, click and follow the data import wizard instructions.
- To select products from the Products catalog, click Select > Goods.
- To select products that you want to ship for the sale orders not yet shipped by the company in full, click Select > Ordered goods and then, in the Select ordered goods window, select the checkboxes for the goods you want to add and enter the quantities.
- To add products manually, click Add and fill in product details.
- To find products by barcode, click .
- To fill in products automatically from the base document, click next to the Order field.
- Optional: On the Delivery tab, specify delivery terms.
- Optional: On the Additional information tab, specify additional information.
- Click Post and close.