How to navigate and manage the Transfer Orders listing page in the Zuper web app?

How to navigate and manage the Transfer Orders listing page in the Zuper web app?

The Transfer Orders listing page provides summarized information about transfers between different locations for a selected date range, including their statuses such as Draft, In-Transit, Completed, and Voided. 

Navigation: Parts & Service --> Transfer Orders --> Listing Page



To access Transfer Order, click the "Parts & Services" icon from the left navigation menu and select “Transfer Orders.”  


You can view the list of Transfer Orders for the selected date range based on the status you choose above the listing, along with information such as transfer order number, status, sent date, required date, and more. 

 
Note: If you are unable to access the Transfer order module from the menu, please contact your account administrator to grant access to the module. 
In addition to accessing these details, you can navigate and perform various other actions from the stock transfer order listing page, including: 

Customize 

You can add, remove, or reorder the columns as needed. To do so, click the “Customize” button at the top right corner and check or uncheck the checkbox next to a field to add or remove them.  
To reorder table field columns, just drag and drop the fields in the preferred order using the   icon.  


Export report 

You can preview and download the Transfer Orders Master Report as an Excel file. To do so, click the "Export" button at the top right, select the start and end date, and click the "Generate Report" button.  

You can also choose the preferred date range and use the "Advanced Filter" option to filter specific transfer orders. Once you have set the preferred date range and filters, click on “Generate Report.” A preview of the report will be generated on the right. You can download it by clicking on “Download Report” at the top-right of the preview. 
 

Apply filters 

You also have the Filter option, which allows you to apply multiple filters based on specific fields. To do so, follow these steps: 

1. Click Filter>> Add Filter.  


2. Choose the specific field type>> apply conditions and click the "+" icon to add this filter. 

  
3. You can also add multiple filters by clicking the "+ Add Filter" button. Once added, click the "Apply Filter" button to view the result. 


4. To remove the applied filter, click Filter>> Clear Filter.  


5. You can also save the applied filter, which will be added to the quick filters section at the top left corner. To do so, checkmark the "Save applied Filter" checkbox.  
A dialog appears.  

6. Enter the "Filter Name" and "Filter Applicability" in the dialog box. 
If you choose the filter applicability as selected teams or users, enter the team name or names in the box below. Once done, click the "Save Filter" button. 

 
8. A new quick filter will be created successfully and added to the quick filters section at the top left corner.  


9. To access and manage the quick filters you added, click the dropdown menu in the quick filter at the top left corner and select the “Manage Filter” option. This allows you to view and add/delete filters as needed. 


Quick search 

There is a search bar that allows you to search for a specific transfer order from the listing quickly.  


Create a new transfer order 

You can also create a new transfer order from here. To do so, click the "+ New Transfer Order" button at the top right corner. For detailed step-by-step instructions on how to create a new stock transfer order, click here.  


Navigate and adjust page display 

1. The bottom panel allows you to navigate and adjust Page Display, i.e., you can choose the number of items to be displayed per page and navigate between pages using the left and right arrows. 

 
2. You can also quickly navigate to a specific page instead of using arrows. To do so, enter the page number in the "Goto" option at the screen's bottom right corner. 
With this comprehensive overview you can efficiently navigate and manage transfer orders from the listing page, from customizing fields and applying filters to exporting reports and creating new transfer orders. 

 

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