Transferring Between Stores

Transferring Product

A transfer between stores consists of two offsetting purchase orders (PO). In a transfer from "Store A" to "Store B":

• The first PO will belong to Store A
  • Store B will be listed as the vendor regardless of where items are normally sourced
  • Quantities and totals will be negative much like a credit
  • This PO reduces inventory at store A, if applicable
• The second PO will belong to Store B
  • Store A will be listed as the vendor regardless of where items are normally sourced
  • Quantities and totals will be positive
  • This PO increases inventory at store B, if applicable

Creating a Transfer

Go to Item Maintenance => Purchase Orders (you may be required to login at this point) then choose Store Transfer from the create order options. The transfer tool has two options: add item and finalize transfer. Start by adding all the items getting transferred.

To add an item, scan or enter a UPC. Fake UPCs are allowed for non-inventory items but they do have to be unique within the transfer. Fake UPCs can include letters. After entering some kind of UPC you'll be prompted for:

• Quantity (individual units, not cases)
• Unit cost
• Coding / chart of accounts number
• Brand (entirely optional)
• Description

For items that are in POS everything but quantity should auto-populate correctly. For other items or non-inventory a real PC might work better for entering items than a handheld device.

Once all the items have been added, scroll down to Finalize. Specify From (the store sending the items) and To (the store receiving the items) then press the create button. This will generate the actual POs.

Receiving the Transfer

Upon creating a transfer both POs will be considered "placed" but neither will yet be received. The orders can be viewed and received normally via Item Maintenance => Purchase Orders => View Purchase Orders. For the store sending items receiving their PO is an opportunity to double-check that it's correct. If the person transporting the product is different from the person who created the transfer, the transporter should receive the outgoing order to verify what they're responsible for. The store receiving the transfer should receive the incoming order to verify everything arrived.