This topic describes how to complete a Transfer that was previously created and is currently a status R (request) or S (ship). The merchandise has arrived at the To-store and after checking in the merchandise you'll set the transfer status to C so that appropriate inventory and accounting records in the To-store are updated.
Complete this procedure at any store. However, if you are not locked in to the To-store, a message will display.
After the merchandise arrives at the To-store, check it in against the packing list, invoice, or copy of the transfer document. Make note of any discrepancies and decided how you want to handle it. Damaged merchandise is usually returned to the To-store, so that inventory counts remain accurate at both stores. Over-shipment quantities can be kept or returned to the To-store.
Display the transfer you want to complete. Click here for the procedure steps.
Press Total. The Transfer Status dialog displays with a status code of R (request) or S (ship). To finish the transaction and change it to Complete, 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.
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.
If there were any discrepancies between the actual merchandise that arrived at the To-store and the transfer document, you must create a transfer adjustment. Click here for procedure steps.
