Transfer Slip Fields

Making a Transfer Slip | Transfer Overview

Refer to the table below for descriptions of each transfer slip field (in alphabetical order). Fields shown in brackets, e.g. [field name], are suggested or read-only fields auto-filled by Point of Sale.

If, when viewing a record list, columns (fields) shown below are not visible, you can use the customize columns feature to add them.

Field | Usage
[From Store] | Source store of merchandise being transferred. Defaults to the store making the transfer slip. Headquarters can select a different store from the drop-down list to make a slip for another store. Remote stores cannot change this field.
To Store | Destination store for the transferred merchandise. Select a store from the drop-down list. The To Store must be different from the From Store.
[Date] | Suggested as today's date. Can be edited (subject to security rights). Do not change by changing your system date. Data loss could result!
ETA | Estimated time of arrival: Optional field to convey an estimate of when merchandise will arrive at the destination store (To Store). Editable even after saving.
Carrier | Optional field used to record the carrier transporting the merchandise. Editable even after saving.
[Associate] | Name of the logged-in user (if logins required). If logins are not required, you can select your name from the drop-down list of defined employees.
Item Fields | These fields pertain to the items listed on the slip to be transferred. See also item fields for a description of common inventory fields that are available in the item list.
Qty | Enter the quantity of each item being transferred.
[Cost] | Auto-filled as the current average unit cost for each listed item.
[Ext Cost] | Extended cost of item. Qty X Cost.
Serial # | Used to record item-specific serial numbers, if serial number tracking is used.
[Unit of Measure] | Used to display or change the unit (size) of the item being transferred when using the multiple units of measure feature.
Comments | Optional field to record transfer comments or instructions, such as the reason for the transfer. Select Edit Comments from the I Want to Menu if more space is needed. Editable even after saving.
Freight | Optional field to record freight charges associated with the transfer. This provides a record of these charges to compare to a freight bill later. If integrated with QuickBooks financial software, freight charges are sent to the account specified in company preferences. Editable even after saving.
Total Cost | The sum of the listed items extended costs. Note: Freight costs are not included in the total cost.
Transfer History List Fields | These fields are displayed only in your list of saved transfer slips.
[Slip #] | Sequential number of slips made at the From Store. A separate sequence is maintained for each store.
[Status] | Shows status of slip: R egular, R eversed, or R eversing.
No of Items | The number of item SKUs transferred.
Total Qty Transferred | The total item units transferred.
QB Status | If integrated with QuickBooks, displays the Financial Exchange status of the slip: N ot Posted (not yet sent to QuickBooks), C ompleted (sent to QuickBooks), or E rror (attempting to send the receipt to QuickBooks resulted in an error). Learn more.

Data field overview

Program capacities