# Consignment Item Transfer

### **Module Guide: Consignment Item Transfer**

#### **Module Location**

#### Sales > Consignment Sales > Consignment Item Transfer

#### **Module Objective**

#### The **Consignment Item Transfer** module is used to record and manage the movement or transfer of consignment stock that is already at a customer's location. It is used for transactions such as moving goods from one customer branch to another, or for the process of returning unsold consignment goods from the customer back to the company's warehouse.

### **1. Main View (Transfer List)**

#### The main page of this module displays a list of all consignment item transfer documents that have been created.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/h4iimage.png)

#### **View Explanation & Filters**

#### This page is for viewing and managing all consignment item transfer transactions.

- #### **Filters**: You can search for a specific document by **Document Number**, **Transfer Type**, **Item Category**, or a date range (**Date From / Date To**).
- #### **Transfer List**: The table below will display all transfer documents that match the filters, with columns such as **Document Number**, **Request Date**, **Source**, **Destination**, and **Status**.

#### **Button Functions**

- #### **New**: The primary button to create a new transfer document.
- #### **Delete**: To delete a selected document.
- #### **Print**: To print the details of a transfer document.

### **2. Steps to Create a Transfer Document**

#### **Step 1: Create a New Document**

#### From the Main View, click the **New** button to open the **New Document** form.   
![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/ru4image.png)

#### **Step 2: Fill in Transfer Information**

#### On the form that appears, fill in the general transfer information:

- #### **Consignment Sales**: Select the original Consignment Sales Order reference that is related to the stock being moved. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/VNDimage.png)
- #### **Transfer From / Transfer To**: Define the source location (**Transfer From**) and the destination location (**Transfer To**) of the goods being moved.   
    ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/3w7image.png)
- #### **Transfer Date**: Enter the date the item transfer is performed.   
    ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/a98image.png)

#### **Step 3: Detail the Items being Transferred**

#### In the detail table at the bottom, the system will display the items available at the source location.

- #### Fill in the **Transfer Quantity** column with the number of goods to be moved for each item.

#### **Step 4: Save and Confirm**

#### After all data is filled in, use the buttons in the bottom-left section:

- #### **Save**: To save the transfer document as a draft. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/YvRimage.png)
- #### **Confirm**: To finalize the document. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/5AZimage.png)
- #### **Cancel**: To cancel the entry. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/qhTimage.png)

### **Tips & Important Notes**

- #### This module is used to manage the movement of consignment stock that is already **outside of the company's main warehouse**.
- #### Ensure the **Transfer From** and **Transfer To** locations are correct to maintain the accuracy of your consignment stock location data.
- #### A document that has been **Confirmed** will become the basis for adjusting the inventory records regarding the location of your consigned goods.