TRANSACTIONS

---

To Search and View Receive Notes

1. Click Transactions on the navigation bar.

2. From the drop-down menu select Receive Notes button and Receive Notes List page is displayed:

   1. Search by item SKU, by item Description or by QEH Item Code

   2. Search by Vendor

   3. Select Date Range

   4. Search by Goods Received Notes Code

   5. Search by Invoice Number

   • Apply Filters button to search for items

   • Reset Filter button to remove all filters

   • Actions button to View Receive Note

   • Actions button to Create Credit Note (for selected receive note)

   • Export as PDF button to print Receive Note (if required)

     

---

To Search and View Credit Notes

1. Click Transactions on the navigation bar.

2. From the drop-down menu select Credit Notes button and Credit Notes List page is displayed:

   1. Search by item SKU, by item Description or by QEH Item Code

   2. Search by Vendor

   3. Select Date Range

   4. Search by Credit Note Code

   5. Search by Invoice Number

   • Apply Filters button to search for items

   • Reset Filter button to remove all filters

   • Actions button to View Credit Note

   • Export as PDF button to print Receive Note (if required)

     

---

To Search and View Transfers Out

1. Click Transactions on the navigation bar.

2. From the drop-down menu select Transfers Out button and Transfers Out List page is displayed:

   • Search by item SKU, by item Description or QEH Item Code

   • Select Date Range

   • Search by Transfer Out Code

   • Apply Filters button to search for items

   • Reset Filter button to remove all filters

   • Actions button to View Transfer Out

     

---

To Search and View Transfers In

1. Click Transactions on the navigation bar.

2. From the drop-down menu select Transfers In button and Transfers In List page is displayed:

   • Search by item SKU, by item Description or by QEH Item Code

   • Select Date Range

   • Search by Transfer In Code

   • Apply Filters button to search for items

   • Reset Filter button to remove all filters

   • Actions button to View Transfer In

     

---

To Receive Transfers In

1. Click Transactions on the navigation bar.

2. From the drop-down menu select Transfers In button and Receive Notes List page is displayed:

   1. Select View button

   2. Select Date

   3. Select Location where stock is going to be stored

   • Apply Defaults button

   • Process button

   • Update button to save changes.

   • Actions button to Export As PDF (if required)

   • Transfer List button to return to Transfer In main page

     

---

To Create Auto-Replenish Issues

1. Click Transactions on the navigation bar.

2. From the drop-down menu select POU Grid button and the POU Grid is displayed:

   1. Search by Item Sub-Type, by item SKU or by QEH Item Code

   2. Select Items

   3. Remove Items

   4. Apply quantities

   5. Select “Send To” Location

   • Backspace button to remove quantity applied

   • Clear Cart button to empty the Issue cart

   • Create Issue button to process the Issue

   • Back button to return to the Issue Main Page

   • List button to return to the Issue Creation Page

Note: If item card is blue you have enough stock on hand. If item card is greyed-out this means the item has no stock on-hand. If item card is green you have zero on-hand, however, you have some on order. Also note you cannot Issue out more stock than what you have.