🔄 Memo Transfer
📋 Overview
Memo Transfer is used when your transport company is not delivering the goods directly to the consignee. Instead, the shipment is handed over to another transporter for onward delivery.
In this process, you transfer one or multiple L.R. (Lorry Receipt) consignments to another transport company. Once the Memo Transfer is completed, the responsibility for delivering those goods shifts to the selected transporter.
This feature is commonly used when your transport network does not cover the destination city, or when goods need to be forwarded through a partner transporter.
❓ What is Memo Transfer?
Memo Transfer is a forwarding process where:
- 📝 Your company books the goods.
- 📥 Goods arrive at your branch or hub.
- 🤝 Instead of delivering them yourself, you transfer the shipment to another transporter.
- ✅ The receiving transporter completes the final delivery.
This creates a complete record of which transporter received the goods and which L.R.s were transferred.
🎯 When to Use Memo Transfer?
Use Memo Transfer in situations such as:
- 🚛 Delivering goods through another transport company.
- 📍 Forwarding consignments to a destination outside your transport network.
- 🤝 Handing over shipments to regional transport partners.
- 🔄 Transferring goods from one carrier to another.
- 📦 Managing subcontracted deliveries.
🎯 Purpose of Memo Transfer
The Memo Transfer module helps you:
- 📦 Transfer multiple L.R.s in a single transaction.
- 🤝 Hand over goods to another transporter.
- 📋 Maintain complete transfer history.
- 🔍 Track which transporter received each L.R.
- 💰 Calculate freight totals before transfer.
- 📝 Record transfer remarks and notes.
- 📊 Generate transporter-wise reports.
🗂️ Main Sections of Memo Transfer
The Memo Transfer screen is divided into several sections for easy processing.
1️⃣ Memo Information
The top section records the basic transfer details.
Typical information includes:
- 📅 Memo Date
- 📄 Memo Number
- 🚛 Transporter Name
- 🚚 Vehicle Number
- 👨 Driver Name
- 📍 Destination City
This identifies when the transfer occurred and to whom the goods were handed over.
2️⃣ Add L.R.
The Add L.R. section allows users to include consignments in the transfer memo.
Users can:
- ➕ Add a single L.R.
- 📦 Add multiple L.R.s one by one.
- ⚡ Use Add Auto L.R. to automatically load eligible L.R.s.
This saves considerable time when transferring a large number of consignments.
3️⃣ L.R. Details Grid
The center grid displays every L.R. included in the transfer.
Typical information includes:
- 🔢 L.R. Number
- 📅 Booking Date
- 💰 Freight Type
- 📍 Destination City
- 👤 Consignor
- 👥 Consignee
- 📦 Article
- ⚖️ Weight
- 💵 Freight Amount
Users can review the complete list before saving the Memo Transfer.
4️⃣ Freight Summary
The software automatically summarizes freight based on Freight By type.
The totals are displayed separately for:
- 💰 To Pay
- 💵 Paid
- 📄 T.B.B.
This helps users verify the freight breakup before transferring the goods.
5️⃣ Narration
The Narration section allows users to record additional information such as:
- 📋 Transfer instructions
- 🚛 Vehicle remarks
- 📌 Special handling notes
- 🤝 Transporter instructions
- 📝 Internal comments
These remarks become part of the Memo Transfer record.
6️⃣ Summary Section
The bottom section automatically displays totals including:
- 📦 Total L.R.
- 📦 Total Articles
- ⚖️ Total Weight
- 💰 Total Memo Freight
These totals help verify the shipment before saving.
🔄 Workflow
A typical Memo Transfer process is:
- 📝 Book the goods through L.R. Entry.
- 📥 Receive the goods at your branch or hub.
- 🔄 Open Memo Transfer.
- 🚛 Select the transporter.
- 🚚 Enter vehicle and driver details.
- ➕ Add one or multiple L.R.s.
- 💰 Verify freight totals.
- 📝 Enter remarks if required.
- 💾 Save the Memo Transfer.
- 🤝 Hand over the goods to the selected transporter.
After saving, those consignments are considered transferred to the selected transporter for final delivery.
⚖️ Difference Between Memo Entry and Memo Transfer
| 📦 Memo Entry | 🔄 Memo Transfer |
|---|---|
| Used for dispatching goods using your own vehicle or transport operation. | Used when goods are handed over to another transporter. |
| Goods remain under your company's transportation process. | Responsibility shifts to another transport company. |
| Used for branch movement and delivery operations. | Used for forwarding consignments to external transporters. |
| Vehicle generally belongs to your transport network. | Vehicle belongs to the receiving transporter or forwarding carrier. |
✅ Best Practices
- 🔍 Verify all L.R. numbers before transferring.
- 🚛 Select the correct transporter.
- 🚚 Confirm vehicle and driver details.
- 💰 Review freight totals before saving.
- 📝 Record transfer remarks whenever necessary.
- ⚡ Use Auto Add L.R. for faster processing of bulk consignments.
- 💾 Save the Memo immediately after handing over the goods.
- 📋 Keep the Memo Transfer record for future tracking and dispute resolution.
✨ Benefits
Using Memo Transfer provides several advantages:
- ✅ Faster bulk transfer of consignments.
- ✅ Complete tracking of forwarded shipments.
- ✅ Clear responsibility transfer to another transporter.
- ✅ Accurate freight summary.
- ✅ Better transporter management.
- ✅ Easy reporting and audit trail.
- ✅ Reduced manual paperwork.
📌 Summary
Memo Transfer is used to transfer one or multiple L.R.s from your transport company to another transporter for onward delivery. It records transporter details, vehicle information, driver details, transferred consignments, freight summary, and transfer remarks in a single transaction. Once the Memo Transfer is saved, the selected transporter becomes responsible for delivering the goods to the final destination, ensuring a clear and traceable handover process.