(Pick/Pack/Ship and Customer Order Management users only)
Upon completion of an order that requires a transfer of merchandise, the system auto-generates a transfer using one of the default transfer account links you have set up for that store. Each store must have a default transfer account for each additional store from which it transfers merchandise. For example, if store 1 receives merchandise from store 2, 3, and 4, you'll need to assign a default transfer account for each of these combinations (from 2 to 1, from 3 to 1, and from 4 to 1). Use the following procedure to assign the default transfer account links for each store.
This procedure assumes you have already set up your transfer accounts.
If you intend to use the shipping notification document that prints at the "From" store as a delivery receipt, it's important that you check the Price Pick Ticket field on the Misc tab of Customer Maintenance for each of your transfer accounts. If this field is set to Y, change it to N. This will eliminate the possibility of a customer viewing the "Standard Sell Price" of the transfer, which in most cases is Cost or is different from the customer's pricing. In the event you want to print prices for an individual transaction, you can always override the Print Prices flag in Order Entry for that transaction.
From the Customer Maintenance window, click GoTo and click Maintain Auto-Transfer Customer Links.
In the dialog box, enter the From Store and To Store in the spaces provided.
In the Customer box, enter the account number you want the system to use as the default for the From/To Store combination you entered in step 3.
In the Job box, enter the job number, if applicable.
Click Add.
Repeat steps 2-5 for all your other From/To Store combinations.
