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Download a Transfer Order PDF

Overview​

This feature allows you to generate and download the PDF file of a created Transfer Order.

Purpose​

By exporting the Transfer Order as a PDF, you can save records of transactions and inventory transfers, which is useful for evidence management required from the perspective of compliance and internal control.

Since the document content can be stored in an easy-to-share format, it simplifies confirmation and coordination tasks.

Feature Description​

Types of Documents that can be Exported​

By specifying the Title Type, you can export the PDF as either a Stock Out or Stock In document.

  • Stock Out: Check Out
  • Stock In: Check In

Saving Export Settings​

PDF output settings (Language, Font Size, Display items, Sort order, etc.) can be saved as default settings.

These can be reused for future exports.

Instructions​

Navigate to the Transfer Order PDF Download Screen​

  1. Click the Inventories menu.
  2. Click the Transfer Order tab.
  3. Click Download PDF for the desired Transfer Order.
    The "Transfer Order PDF" modal will open.

How to Complete the Form​

To Use Default Settings​

  1. Use default settings
    Enable the checkbox.

  2. Title Type
    Select one of the following from the dropdown:

    • Stock Out: The Document Type on the PDF will be set to Check Out.
    • Stock In: The Document Type on the PDF will be set to Check In.

To Change Settings and Download​

  1. Use default settings
    If changes are required, uncheck this box.

  2. Overwrite default settings with the following
    When checked, the download settings currently saved in the Default settings will be overwritten with the settings from this download.

    From the next time onward, these download settings will be available as the Default settings.

  3. Language
    Select the language for the Transfer Order PDF from the dropdown.

    The language can be selected from Japanese or English.

  4. Font Size
    Select the font size for the Transfer Order PDF from the dropdown.

    Font sizes are available from 6px, 8px, 9px, and 10px.

  5. Title Type
    Select one of the following from the dropdown:

    • Stock Out: The Document Type on the PDF will be set to Check Out.
    • Stock In: The Document Type on the PDF will be set to Check In.

  6. PDF Header Title
    A title corresponding to the language is automatically inserted.

    You can change it to any title using free text.

  7. Price Display Settings
    Select a Price Display setting from the following options in the dropdown:

    • Reference Retail Price: Displays the Suggested Retail Price by referencing the latest Product master.
    • Manufacturing Cost: Displays the Manufacturing Cost of the inventory.
    • Hide Price: Does not display either the Manufacturing Cost or the Suggested Retail Price.

  8. Item Sort By
    Select the sorting criteria for items from the following options in the dropdown:

    • Create Time (Product): Based on the creation date and time in the Product master.
    • Model Number (Product): Based on the product Model Number.

  9. Item Sort Order
    Select the sorting order for items from Ascending order or Descending order in the dropdown.

Download the Transfer Order PDF​

  1. Confirm the input content and click Download.

    If the process is successful, the "PDF generation is completed." modal will open.

  2. Click Open link.
    The PDF file will open in your browser or appropriate application.

  3. Please perform a Download or Printout.

Important Notes​

We recommend changing the PDF Header Title according to its use​

The title set by default is Transfer Order, so if it is not changed, it may be difficult to distinguish whether it is a Stock Out or Stock In document.

Although the exported PDF includes notations such as Check Out or Check In based on the Title Type, these are supplementary pieces of information included in the header rather than the main title.

Output settings cannot be changed when "Use default settings" is enabled​

If you wish to change items such as the following, please uncheck Use default settings.

  • Language
  • Font Size
  • Title Type
  • PDF Header Title