Create a Transfer Slip (Transfer Merchandise)

How do I? | Transfer Slip Information Fields | Transfer Overview

Access transfer slips or transfer history View item quantities at other stores Hold a transfer slip Find a transfer slip Reverse or correct a transfer slip Print a transfer slip E-mail a transfer slip

To create a new transfer slip:

1. Select New Transfer Slip from the Inventory menu.

2. Specify the From Store (source of merchandise) and To Store (destination of merchandise).

- Remote stores cannot change the From Store; it is auto-filled with the local store

- Headquarters can change either field to create slips for other stores

3. List the items and quantities to be transferred.

   - Scan the bar code from the item tag

   - Type an item identifier (UPC, alternate lookup value, or item #) and press <Enter>

   - Type the first few letters of the item's description (from inventory) or another search keyword. A drop-down list of all your items is displayed with the closest match highlighted. Select an item from the list by clicking or touching it (keyboard users, press the down arrow key to scroll, then <Enter> to select).

   - If no matching item is found, click the Find icon or press <Enter> to open the Find Item window, where you can select an item or refine your search. You can also select Add New to go to inventory to add a new item and immediately sell it.

   - Choose Select from Item List from the I Want To menu to go to your full item list and select items.

   Learn more about adding items to documents

4. Optionally, enter an estimated date of arrival (ETA), Carrier, Comment, or Freight charges.

5. Select Save & Print to record the slip and print a copy or Save Only to record the transfer without printing.

When the transfer slip is saved, the quantities for both stores are immediately updated at the store making the slip. The store quantity changes are not visible at other stores until after the next completed Store Exchange cycle.

Related Topics

Record item serial numbers on slips

View item quantities at other stores

Multi-store overview