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Transfers
The Customer Transfer section typically refers to a feature or module that allows the transfer of customer-related data, transactions, or ownership from one entity or account to another within the system.
Navigating through the Transfers submodule
Navigating to the transfers section
To navigate to the transfers submodule, from the homepage of the ERP, on the side bar navigation locate the “CRM” module and click on it, you will see a list of drop down menus, select the “Transactions” sub menu in the dropdowm menus, you will have the transactions dashboard displayed with different sub modules, now select the “Transfers” menu. see image below
Transfers view
When Transfers is clicked on, you will be directed to the the page below, in the image below you have a centralized list of all transfers with the Voucher No, transferor, channel etc. You also have a list of commands (highlighted in the image below) above the transfers list that you can use to perform various actions on a particular transfer by selecting the radio button on the left hand side
Filter and Search
You can filter the transfers using the filter button (funnel icon) on the right side of the search bar. You can search for a transfer using the voucher no or the transferor, you can filter your search by the date or status etc as shown in the image below.
Finally to execute your search, press the enter key or the refresh icon on the right side of the filter button.(Fig 1.1.1).
Creating a Transfer
To create transfer, follow the steps below:
Navigate to Transfers section
- Navigate to the transfers section under the transaction sub-module of CRM module: see how to navigate in the section above.
- In the customers section you will see the list of existing transfers if there are exsisting transfers and a button named “new” at the top left corner where you have a list of commands. click on the “new” button.
Enter transfer details
- After clicking the new button you will see the transfer creation form, note: make sure you fill in the form fields and every necessary details as shown in the image below, else the form will fail to save.
In the image below, there are fields that is indicated with an arrow like the Transfer Type, Channel and Currency and these fields are dropdowns with different options to choose from. There are other required fields like the Transferor, Profile Company
In the image below there is an entries and documentation section, in the Entries section you click on the New button and fill the fields for Transferee, Profile Company and Amount. For the documentation field
After filling up the necessary field you then click on save, below is the transfer you just created
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