134 lines
7.0 KiB
HTML
134 lines
7.0 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Create a Transfer Slip</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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img.hcp1 { border:none; }
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span.hcp2 { color:#c0c0c0; }
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table.hcp3 { vertical-align:top; }
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tr.hcp4 { vertical-align:top; }
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td.hcp5 { padding-right:10px;
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padding-left:10px; }
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font.hcp6 { font-weight:bold; }
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font.hcp7 { font-weight:bold;
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font-style:italic; }
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-->
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Create a Transfer Slip (Transfer Merchandise)</p>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a> <span class="hcp2">|</span> <a href="../qbpos_fields/fields_slips.htm">Transfer Slip Information Fields</a> <span class="hcp2">|</span> <a href="multi_store_transfers.htm">Transfer Overview</a></p>
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<div class="droptext" id="POPUP297984864" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
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<col style="width: 100%;">
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<tr class="hcp4">
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<td style="width:100%;" class="hcp5">
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<p><a href="multi_store_transferaccess.htm">Access transfer slips or transfer history</a></p>
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<p><a href="multistore_view_storeqty.htm">View item quantities at other stores</a></p>
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<p><a href="multistore_hold_slip.htm">Hold a transfer slip</a></p>
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<p><a href="../qbpos_basic_procedures/navigation_find/basic_find_slip.htm">Find a transfer slip</a></p>
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<p><a href="multistore_slip_reverse.htm">Reverse or correct a transfer slip</a></p>
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<p><a href="../qbpos_basic_procedures/printing/basic_printdocuments.htm">Print a transfer slip</a></p>
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<p><a href="../qbpos_basic_procedures/basic_email_documents.htm">E-mail a transfer slip</a></p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<div>
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<p style="font-family: Arial, sans-serif; text-align: right;
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color: #800000;"> </p>
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</div>
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<p class="Help-Info-Line">To create a new transfer slip:</p>
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <font class="hcp6"><span style="font-weight: bold;">N</span>ew Transfer Slip</font> from the Inventory menu.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Specify the <font class="hcp6">From Store</font> (source of merchandise) and <font class="hcp6">To Store</font> (destination of merchandise).</p>
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</li>
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</ol>
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<ul>
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<li class="p-Help-HDI">
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<p class="Help-HDI">Remote stores cannot change the <font class="hcp6">From Store</font>; it is auto-filled with the local store</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Headquarters can change either field to create slips for other stores</p>
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</li>
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</ul>
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<ol start="3">
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<li class="p-Help-Steps">
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<p class="Help-Steps">List the items and quantities to be transferred.<a class="dropspot" href="javascript:TextPopup(this)" id="a3"><img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP309142040" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
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<col style="width: 100%;">
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<tr class="hcp4">
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<td style="width:100%;" class="hcp5">
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<ul>
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<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
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<p class="Help-Bulleted">Scan the bar code from the item tag</p>
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</li>
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<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
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<p class="Help-Bulleted">Type an item identifier (UPC, alternate lookup value, or item #) and press <font class="hcp7"><Enter></font></p>
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</li>
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<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
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<p class="Help-Bulleted">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 <font class="hcp7"><Enter></font> to select).</p>
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</li>
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</ul>
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<p class="Help-Text" style="margin-left: 0px; text-align: center;"><img src="../image/listing_items.gif" alt="image\listing_items.gif" width="320" height="70" border="0"></p>
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<ul style="list-style: square;">
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">If no matching item is found, click the Find icon or press <font class="hcp7"><Enter></font> to open the Find Item window, where you can select an item or refine your search.  You can also select <font class="hcp6">Add New</font> to go to inventory to add a new item and immediately sell it.</p>
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</li>
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<li class="p-Help-Nested-List" style="list-style: disc; margin-left: -20px;">
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<p class="Help-Nested-List">Choose <font class="hcp6">Select from Item List</font> from the I Want To menu to go to your full item list and select items.</p>
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</li>
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</ul>
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<p class="Help-Indent" style="margin-left: 0px;"><a href="../qbpos_basic_procedures/basic303.htm">Learn more about adding items to documents</a></p>
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</td>
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</tr>
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</table>
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<p class="Help-Indent" style="margin-left: 0px;"> </p>
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</div></li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Optionally, enter an estimated date of arrival (<font class="hcp6">ETA</font>), <font class="hcp6">Carrier</font>, <font class="hcp6">Comment</font>, or <font class="hcp6">Freight</font> charges.</p>
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</li>
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</ol>
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<ol start="5">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <font class="hcp6">Save & Print</font> to record the slip and print a copy or <font class="hcp6">Save Only</font> to record the transfer without printing.</p>
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</li>
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</ol>
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<p class="Help-Text">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 <a href="multi_store_exchange.htm">Store Exchange</a> cycle.</p>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_serial_number.htm">Record item serial numbers on slips</a></p>
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<p class="Help-Text"><a href="multistore_view_storeqty.htm">View item quantities at other stores</a></p>
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<p class="Help-Text"><a href="multi_store_overview.htm">Multi-store overview</a></p>
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<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
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if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
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TextPopupInit('a1','POPUP297984864');
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TextPopupInit('a3','POPUP309142040');
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//]]></script>
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</body>
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</html>
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