or read-only fields auto-filled by Point of Sale.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: Regular, Reversed, or Reversing. |
|
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: Not Posted (not yet sent to QuickBooks), Completed (sent to QuickBooks), or Error (attempting to send the receipt to QuickBooks resulted in an error). Learn more. |