Transfer Screen Overview


To open the Transfer Screen, click Inventory > Inter-Store > Transfers.

NOTE:  The form automatically refreshes every 5 minutes but can be manually refreshed using the Refresh Transfers button.

The Transfer Screen is divided into three sections.

A

There are 5 tabs.  These control what is displayed in area B.  The number in the green circle indicates how many pending items are on that tab.

Transfer

Allows you to transfer items to other stores. 

Receive

Allows you to receive items transferred to your store.

Request

Allows you to request items from other stores.

Open

Shows all open transfers; can be used to cancel a transfer.

Print

Allows you to print a transfer slip showing all items included on a specific transfer.

B

This form corresponds to the currently selected tab.  Fields and options will vary depending on which tab is selected.  See the next sections for specific information on each tab.

C

This is a running log of transfer history for the current session.  Closing the Transfer Screen will end the session and clear the log.

NOTE:  Double clicking on a transferred item in any of the Transfer tabs will open the item record.

 

Updated on Tue, 28 Sep 2021 by Angela Chiaravalle

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