Enter a Transfer (As-Is, Floor Sample, Stock)

The above programs are identical to the Enter a Transfer routine, except that the Type field is inactive. That is, when you select one of the above routines from a menu and create a new transfer, the program determines the transfer type based on your menu selection and you cannot edit the Type field.

Entering Transfers

Use this program to transfer regular, as-is, or 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.

Enter a transaction number for this transfer. If auto-numbering is active for transfer numbers, press Enter or Tab to have the system automatically assign a transaction number.

To view an existing transfer, enter its transaction number. If you click on the Search button, a menu appears with the following options you can use to search for an existing transfer:

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.

If the Store to Store Transfers field in the Point of Sale Control Settings (Sales Order ACF) 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.

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 Update Sales Order Comments (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.

The transfer type defaults and you cannot edit it.

Stock - transfers regular, saleable inventory between stores and/or warehouses.
As-Is - transfers As-Is inventory between stores and/or warehouses. As-Is inventory must already exist in inventory at the store/warehouse.
Floor Sample - takes a saleable piece from a warehouse location and (upon completion of the transfer) automatically moves the piece into As-Is inventory with the specified floor sample reason code (determined by the Floor Sample field in the Inventory Control Settings [Inventory Control ACF]).
Move to As-Is - transfers saleable inventory to a store or warehouse and, in the process, changes the status of the pieces to as-is. If you select this option, you activate the Reason Code field below, at which you must specify a reason for the "move to as-is".

To complete the transfer process and close the transfer order, check the box. The completion process moves the pieces from one warehouse or store to another. Click on Save to process the transfer. You can now initiate the invoicing process.

Note that if the Assign Specific Pieces field in the Point of Sale Control Settings is set to Creating Pick List, you must first generate a pick list for this transfer order. You create pick lists when the warehouse is ready to print a transfer pick document for a store, prior to generation of the pack list and transfer completion.

Note also that the system provides the option to generate a pack list. When your drivers arrive at their delivery destination, they can use the packing list to expedite the acknowledgment of the transferred merchandise.

This check box is inactive until all pre-conditions are met, including when the Print Transfer Ticket check box has been checked.

This process checks the user's security settings to see if the user is allowed to Complete Merchandise Transfer and Complete Transfer from Receiving Location Only in Create a User/Group Actions - Logistics Security.

Check this box to print the transfer ticket. This check box is active if all criteria to print the transfer ticket have been satisfied.

The availability of this option depends on the satisfaction of criteria outlined in Print a Delivery/Pick-Up/Transfer Ticket. Additionally, the user must have permission to use this option via the user's security settings in Create a User/Group Actions - Logistics Security. If the user does not have permission, this option cannot be accessed even if the criteria outlined in Print a Delivery/Pick-Up/Transfer Ticket are satisfied.

Delivery Information

Audit Comments Log Text
Additional Comments
Distribute Quantity Type

Merchandise

If you enter a hard kit, the grid displays the hard-kit master as well as the individual components.

Enter the code of the product you want to transfer. If you click on the Search button, a menu appears with the following options to help you locate your product:

If you click on the Action button, you access the Special Order Entry screen, where you can create a special order product on-the-fly, provided you have security clearance.

After you select a valid product, the product's description displays from the Product settings.

The option to access the special order entry screen from the Action button at the Product field depends on whether you have security clearance via the Create special order products within POS entry field in your User/User Group settings.

The quantity to be transferred defaults to one and can be changed. Indicate the quantity of this product being transferred.

The products you select appear in the grid, along with product availability and pricing information. Any one of the following may appear in the Status column:

A – As Is
C – Linked to a COM
H – Line on Hold
P – Linked to a PO
S – Linked to an open service order
U - Unscheduled; used with line item delivery to indicate that some quantity of the item is currently unscheduled
W – Linked warranty

Enter Line Comments
Additional Line Item Details
Line Item Display
Line Item Linked Document Display
Build From Storage Location - This option is available only when you are creating a new stock or floor sample transfer. You can use this option to automatically populate the line items to be transferred based on available stock in storage locations that you specify. When you click the Action button and select this option, you access the Multiple Storage Location Selection Window, where you can indicate one or more storage locations. After you finish listing the storage locations and click the OK button, the system uses the list to create transfer line items for all available merchandise at these storage locations. The grid on the transfer Merchandise tab is updated with these line items, which you can then select and modify, if necessary.

- Once the first transfer line has been entered, this extra action is disabled.

- The transfer order comments are updated to show each product code and quantity automatically added from the specified storage location.

- Like products are grouped together by storage location.

- Special order products in these storage locations are checked so that only products with the same special order details are grouped together.

- Pieces are automatically assigned to the line item.

- In the event a piece cannot be assigned, the product’s order quantity is reduced.

- Products that cannot be assigned are not added to the transfer.