Product Transfer
2 min read
6 months ago
Published on Apr 22, 2024
This response is partially generated with the help of AI. It may contain inaccuracies.
Table of Contents
How to Transfer and Receive Products Using the Product Transfer Feature
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Check Prerequisites:
- Ensure you can only transfer and receive products from a facility using the Maisha Meds POS system.
- Each facility has a unique identification code.
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Transfer Flow:
- Log into your account and access the product transfer feature.
- Search for transfers by facility name or transfer number, specifying the type and status of the transfer.
- Click on "Transfer Product" to initiate a transfer and sync all facility devices.
- If the receiving facility is not saved, create a new facility profile by adding the facility name and code.
- Fill in the receiver details, select the facility, provide the reason for the transfer (optional), and proceed to the next screen.
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Product Selection:
- Choose the products to transfer, specify quantities, review the selection, and confirm.
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Sync and Confirm:
- Sync your device to complete the transfer process.
- Check that the transfer status changes to "Pending."
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Receiver Flow:
- Inform the receiving facility about the completed transfer and ask them to sync their device.
- In the product transfer feature, select "Received" from the dropdown.
- Add the received products to your inventory, confirming their presence or marking them as unlisted.
- Confirm the receipt of products, ensuring they are successfully updated on the POS screen.
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Final Checks:
- Verify that the transfer status changes to "Accepted" for the initiating facility.
- Review the transfer history in the product transfer history section.
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Troubleshooting:
- If a transfer fails, ensure the correct facility code is entered and repeat the process with accurate details.
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Conclusion:
- The tutorial concludes, and users are encouraged to reach out for any inquiries or feedback.
By following these steps, you can effectively transfer and receive products using the Product Transfer feature on Maisha Meds.