This topic describes the procedure for creating a transfer adjustment. Select one of the following:
If the transfer that you want to adjust is still in the system, click here for that procedure.
If the transfer you want to adjust is no longer in the system (it has been purged by the ROO report), click here for that procedure.
Display the transfer you want to adjust:
If you know the document number, then in POS on the Header screen, click Transfer (Ctrl+T). At Transfer #, type the transfer document number and press Enter.
If you don't know the document number, then in POS on the Header screen, click Transfer (Ctrl+T) and then click Viewer (F9). Click Display (F6) for a list of all transfers and click to highlight the transfer and then click Select (F4).
With your cursor in the Customer field, click Menu to display the Header menu. Click Create transfer adjustment (9).
Verify the information that displays in the dialog is correct (From-store and Transfer Number) and click OK.
If the Transfer Options dialog displays, select your update options and click OK.
Click Post (F11) to go to the Posting screen.
Post the items and quantity that you want to adjust, using any of the same procedures and keystrokes you use to post items to a POS transaction. This includes looking up items, setting prices, applying discounts, voiding items, etc. For more information about posting debits or credits, click here.
When done posting items, click Total (KPad+). The Transfer Status dialog displays with a status code of R (request). Click the down arrow next to Transfer Status and click C - Complete. If you get a message, click here for more information. To finish the transaction without printing a copy, click OK. To finish the transaction and print a copy, click Print. The Total Due window displays, if the To-store is set up to pay for transfers.
For more information about Transfer status codes, click here.
If the To-store is set up to pay for transfers, the Total Due window displays. Complete the transaction as you normally would a POS transaction.
In POS on the Header screen, enter the customer number. This is the account number of the store that received the merchandise.
Click Menu to display the Header menu. Click Create transfer adjustment (9).
Verify the information that displays in the dialog is correct (From-store). Leave the Transfer Number field blank. Click OK.
If the Transfer Options dialog displays, select your update options and click OK.
Click Post (F11) to go to the Posting screen.
Post the items and quantity that you want to adjust, using any of the same procedures and keystrokes you use to post items to a POS transaction. This includes looking up items, setting prices, applying discounts, voiding items, etc. For more information about posting debits or credits, click here.
When done posting items, click Total (KPad+). The Transfer Status dialog displays with a status code of R (request). Click the down arrow next to Transfer Status and click C - Complete. If you get a message, click here for more information. To finish the transaction without printing a copy, click OK. To finish the transaction and print a copy, click Print. The Total Due window displays, if the To-store is set up to pay for transfers.
For more information about Transfer status codes, click here.
If the To-store is set up to pay for transfers, the Total Due window displays. Complete the transaction as you normally would a POS transaction.