This tab opens a form allowing you to transfer items to other stores. It will also display items requested from your store for easy fulfillment. This form is divided into top and bottom sections.
The top of this form defines where and how the item is being transferred. Fields and buttons include:
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Item #
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Scan or manually key in an item to transfer it. You must specify shipping information first (Ship To is required, other fields are optional).
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Ship To
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The store being shipped to.
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Ship Date
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The date this item is being shipped. It will default to today. Cannot backdate.
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Ship Via
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The method of shipment for this transfer. List values are derived from the Shipping Methods list (Administrative > Lists). This field also accepts text entry.
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Notes
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Notes to accompany this transferred item. Check the Pop-up Notes box if you want the note displayed in a pop-up window when received.
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Tracking #
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The tracking # for this shipment (user-defined).
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Transfer #
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The transfer # for this shipment (system generated). After initiating a transfer, all subsequent items will be assigned this same # until you click Close Transfer & Send.
Format: TR (Transfer) or RQ (Request) _ Store # _ Date _ Sequential digit.
E.g. TR_ST1_4_4_2019_1 is a transfer request initiated from store 01 on 4/4/2019 and 1 indicates it is the first transfer that day.
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Click this button to transfer the currently entered or selected item(s).
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Click this button to close the current transfer shipment. This will increment the Transfer #. If notifications are enabled, this will also trigger the email to be sent.
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The bottom of this form is divided into two tabs: Requested Items and Items.
Requested Items show all items requested from your store. The number in parenthesis indicates the number of unfulfilled requests.
To fulfill the request and transfer the item to the requestor, check it and click the Transfer button. To deny the request, visit the Open tab, select the item, and click the Cancel Transfer button.
Fields on the Requested Items tab include:
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Recent Request #
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This drop-down will show open requests. Selecting an open request will filter the item list to only display items from that request.
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Item #
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The item # of the requested item.
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Note
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If there is a note on this request a green note icon will be displayed. Hover over the icon to review the note text.
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Qty Requested
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The quantity requested.
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UOM Requested
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For bulk, the measure requested.
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Requesting Store
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The store the request originated.
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Location
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The case location of the requested item.
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Vendor / Style
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The vendor & vendor style of the requested item.
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Request Date
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The date the request was submitted.
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Transfer #
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The transfer # this requested item is assigned to.
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Description
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The description of the requested item.
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The Items tab allows you to search inventory for items that you want to transfer.
Fields and buttons include:
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Click this button to use the Item Find filter to search for inventory. Items matching your criteria will be displayed allowing you to check those you wish to transfer.
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Click this button to clear the item list.
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Recent Invoice #
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This drop-down will show you recently entered invoices. Selecting an invoice will show all items entered on that invoice. The system option ‘Number of Days to Load Invoices’ controls how many days back it goes.
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Item #
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The item #.
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Retail
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The retail price of the item.
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Cost
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The cost of the item.
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Vendor
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The vendor for this item.
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Vendor Style
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The vendor’s style # for this item.
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Date Entered
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The date this item was entered.
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Invoice
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The invoice this item was entered on.
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Description
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The description of this item.
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