Search for a Transfer Slip

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Pro

Transfer slips are only available in a multi-store configuration.

Remote stores only have access to transfer slips made at the local store, while Headquarters can find slips made at any store (assuming Store Exchanges have been completed).

To search for a transfer slip:

1. In the Find Slip field above your transfer history list, enter a search keyword:

Keyword | Notes
Slip #: | Enter the slip number
Slip Date: | Enter in mm/dd/yyyy or mm/yyyy format, including slashes, Example: 10/05/2005 finds all slips made on October 5; 10/2005 finds all slips made in October
Associate: | Enter the Associate login name
Serial #: | Enter an item serial number that was recorded on slip

3. Click Find (magnifying glass icon) or press <Enter>.

All matching slips are listed in the Find window.

4. Confirm and select the correct slip or select from other options:

- Highlight a slip and double-click, press <Enter>, or choose Select Slip.

The slip is displayed and all normal options to copy, reverse, or reprint are available.

OR

- Select Advanced Find to narrow your search to a specific field or specify other search criteria and search again

- Select Add New Slip to initiate a new transfer

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Notes

- To search for slips currently on hold, you must first display the held slip list.

- You can also locate transfer slips by running a transfer report and then QuickZoom to view the slips.

Related Topics

Transfer overview

Customize the columns in the Find window