Set up transfer constants to determine how transfer transactions operate on your system. You'll set up the following:
Set up Invoicing constants in Options Configuration. These determine how to update sales and history records for transfer transactions.
If you use Business Advisor, in Options Configuration there is one constant to set up for transfers.
For accounts receivable, set up at least one transfer account for each store that receives transferred merchandise. Accounts are set up in Customer Maintenance (MCR).
Set up additional transfer constants in the POS Preferences dialog. These determine if transfer constants display when creating a transfer and if transfer customer accounts should not display in the drop-down lists in POS.
Set up security access to determine which users can create, change, and delete transfer transactions.
Set up special SKUs to charge for shipping or handling.
Before setting up invoicing constants for transfers, click here to review the basic accounting equation that applies to inventory. With the invoicing constants, you'll define your approach to keeping this equation in balance when creating transfers.
Click the Related Topics button for a list of setup topics.