Enter a Transfer
Access
Tab: General, Merchandise
Use this program to transfer regular, as-is, and floor sample inventory between stores and/or warehouses. You can also use this process to maintain automatic transfers created during sales order processing.
If creating an as-is transfer, you must select a specific as-is piece to transfer. The piece you select must already exist in as-is inventory. If creating a floor sample transfer, select the product you want to move from regular inventory to As-Is floor sample status. Note that for cycle count purposes, we recommend you re-print labels for items moved to or from As-Is inventory.
Transfer Number
Total VolumeThe total volume of the order displays.
General
If you need to make corrections or quantity adjustments to this transfer, make them BEFORE selecting the Complete Transfer option. Once the transfer completes, the system closes the transfer, moves it to history, and you can no longer access it using this process.
To enter comments, click the Actions button at the bottom of the screen and select Sales Order Audit Text. After you select this option, the (Sales Order Comments) screen displays. Also available from the Actions menu is the Additional Comments option, which provides access to the User Text Entry window where you can enter additional text comments.
If the Store to Store Transfers field in the is enabled, you can create transfers to and from store locations. If that option is not enabled, the system prevents you from entering store locations in both the To and From locations on transfers.
The ability to create a transfer may be affected by your settings, including the following:
-TRANSFERS - Use Transfer Security Tables setting on the Additional Settings tab in Inventory Control Settings.
-User Transfer Security
-User Logistics Security
DateEnter the date of the transfer transaction. If you click on the Calendar Icon, a calendar appears from which you can select a date.
Type
Reason CodeEnter the code of the reason why you are transferring pieces. This field is active only if you select Move to As-Is at the Type field. If this field is active, you must enter a response. If a reason code exists at the As-Is Transfer Reason field in the Warehouse/Store Location Settings, that code defaults here and you cannot edit it.
Complete Transfer
Print Transfer Ticket
From
ToEnter the location code of the store or warehouse to which you want to transfer merchandise. You can also use this field to distribute merchandise to multiple locations. If you click on the action button at this field, the List Entry screen appears, from which you can select multiple locations for the distributed transfer.
At this and any other Location field, the locations you see (that is, the list of locations available to you) may be affected by Regional Processing restrictions.
Distribute QuantitiesWhen you check this box, the Transfer Distribution Quantity screen appears.
This field is used in One-Time-Buy Processing to create distributed-quantity transfers. For this field to be active for this transaction, you must specify multiple transfer-to locations and they must all be stores (that is, no warehouses). If you check this box, the system distributes the transfer in quantities based on the sales histories of the transfer-to stores. The system calculates the statistics during the End-of Month process, going back 12 months.
For each line item, the system examines all products in the product group of the specified line item and calculates the number of those products sold at each of the specified transfer-to locations. The system then creates distribution quantities based on the sales figures. For example, if in the past 12 months, for all the products in Product Group A, Store 1 sold 70% of the total, Store 2 sold 20% of the total, and Store 3 sold 10%, the system would distribute the line item using the same percentages.
Delivery Information
Route
Date
InstructionsUse this field to enter any special instructions for the transfer. The instructions print on the transfer document and the pack list. The Report Transfers by Location also includes an option to include the instructions you enter here.
Merchandise
Product
BrandThe Brand name for the selected Product will display.
Serial/Reference NumberDepending on serial tracking settings, this field may or may not be available. If creating an As-Is transfer, this field must be filled in. Select the specific As-Is piece that is to be transferred.
Quantity to TransferThis is the quantity of the selected product to be transferred.
AvailableThe quantity ordered to be transferred that is available at the From location displays.
Scheduled QuantityThis is the quantity of the product to be scheduled for transfer. If a quantity less than the Ordered quantity is entered here, the balance of the quantity is placed on Hold status. Items placed on hold are reserved for the transfer order, but do not print on the transfer ticket. When the transfer is completed, the items not on hold are moved. The transfer order remains open; the hold status is eliminated and the pieces that were on hold can then be scheduled for transfer.
LocationThe location from which you are transferring the selected product displays.
Line TypeThe type of transfer (Stock, As-Is, Floor Sample, Auto Transfer) being created displays.
Purchase Order NumberThe number of the purchase order appears.
If you enter a hard kit, the grid displays the hard-kit master as well as the individual components.
After adding a product to the transfer order, the line is checked to ensure the route capacity has not been exceeded. If exceeded, a warning displays "Route X is full for MM/DD/YYYY. Do you wish to override the capacity limit?". If Yes is selected, the capacity limit is overridden, which requires permission found in Override capacities when scheduling routes that are full in Create a User/Group Actions - Logistics Security; if No is selected, the line is added to the grid as unscheduled. The warning appears every time merchandise is added or changed that causes an increase to route capacity. If the added or changed merchandise reduces the already exceeded route capacity, no warning appears, even if the reduction still results in over capacity.
(Plus) button. If