Mwingi POS Back Office : Inventory – Transfer Orders

Transfer Orders

Overview

The Transfer Order module is a key component of Mwingi’s advanced inventory management system. It allows users to efficiently move inventory items between stores by facilitating structured transfers from a Source Store to a Destination Store. This module is accessible under the Inventory section in the Mwingi POS Back Office.

Main Transfer Order Table

Users are presented with a comprehensive table view displaying all transfer orders. Each entry includes the following information:

  1. Transfer Order Name – Serial number format: TOxxx
  2. Completion Date
  3. Source Store Name
  4. Destination Store Name
  5. Status
    • Draft – Order has not been finalized
    • Completed – Order has been finalized
  6. Creation Date
  7. Total Quantity – Quantity of all items transferred
  8. Auto-Created Status – Indicates whether the transfer order was automatically generated from a delivery note on the Mwingi Portal
    • Displays a check mark (✓) if auto-created
    • Displays an (X) if manually created

Filter Options

To quickly locate specific transfer orders, users can filter the table by:

  • Date Range
  • Status (Draft or Completed)
  • Source Store
  • Destination Store

Detailed Transfer Order View

Clicking or tapping on a specific transfer order opens a detailed view containing the following information:

  1. Transfer Order Number
  2. Status
  3. Total Amount of all transferred items
  4. Additional Costs Table (if applicable) – Includes cost name and amount
  5. Created By – The user who created the transfer order
  6. Creation Date
  7. Completion Date
  8. Notes
  9. Source Store
  10. Destination Store
  11. Items Table – Lists items transferred and their respective quantities

Action Buttons

  • Receive – Finalizes the transfer order by marking it as completed
  • Options Dropdown Menu:
    • If Draft:
      • Save as PDF
      • Edit Transfer Order
    • If Completed:
      • Save as PDF only

Editing a Draft Transfer Order

Draft transfer orders can be updated before finalization:

  1. Click the Options dropdown.
  2. Select Edit Transfer Order.
  3. In the form, users can:
    • Change the Destination Store
    • Add or update Notes
    • Add, modify, or delete Items

Item Search Function

  • Input field with placeholder text: “Search item”
  • Typing triggers real-time suggestions
  • Selecting a suggestion adds it to the list
  • If the item is not found: “Product not found” will appear

Click Save to update the transfer order and return to the main table.

Creating a New Transfer Order

To initiate a new transfer:

  • A form appears, similar to the edit view.
  • Click or tap the floating “+” button.

Form Requirements:

  • The Source Store and Destination Store must be selected
  • A Quantity must be specified for each item to proceed

Buttons:

  • Save as Draft – Saves the order in draft mode
  • Create – Finalizes and submits the transfer order
    (Note: Both buttons remain disabled until all required fields are completed)