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Transferring Bulk Items
This article will discuss transferring bulk items. This is typically used in the event industry for transferring items for a temporary period. An example would be a temporary transfer of 80 chairs from store 1 to store 2 for a weekend, where the chairs are returned on Tuesday.
Topics in this article include
Transfer Customers
Before you begin, you must have your transfer customers set up in your database. For that, you need to go into File Maintenance and add a new customer. For a store 1 transfer, the customer key needs to be XFER-1, for a transfer to store two: XFER-2, etc...
Note: The transferred contract will now automatically select use the same address from the transfer customer’s record. Make sure you set the store’s address in the XFER customer for each store.
Transferring Bulk Items
You also need to be sure that any bulk items you are transferring have both a header and serialized items for each store. For example, a black chair would have a header (CHAIRBLK) and serialized items for each store (CHAIRBLK-1 & CHAIRBLK-2).
Here's how to get there
Expert: Program Menu > Counter System > New Contract > Transfer Contract
Elite: Left Menu > Transactions > New Contract > Transfer Contract
1. This will bring up the screen below, asking which store or service truck you are transferring the items to. Select a store or service truck.
Note: You will be able to transfer from a service truck to a service truck or from a service truck to a store. Also, you will be able to do this from Item Availability.
2. Once the store is selected you will be asked if you are transferring now. Select yes or no.
If you are transferring now it will bring up the inventory selection menu just like any other contract you are opening.
3. If you are transferring later you will be asked to enter the date and time to create a transfer reservation.
5. Select the header of the item you are transferring. Once it is added you will be asked for how long. This is where you put in the amount of time the items will be away from your store.
For example, if the other store only needs them for the weekend, you would probably make the reservation for that Thursday for 5 days to be back on Monday.
6. Add in the quantity and you will see a negative and a positive qty of the number of items you added.
Note: This will only show the negative and positive lines if the item is a bulk item. Serialized items will only show a single-line transfer.
7. When the items leave your store, simply send out the reservation. They will be taken out of availability for the time you made the transfer.
8. As soon as the chairs come back, close the transfer at that same store and the quantity will be increased.
Note: Purchase lines will also be transferred between items. If you are trying to transfer items you do not own, purchase lines will be created to compensate. However, this is not recommended and the user could end up with skewed information.
Note: Transfers created from the line item in the contract will transfer the entire quantity of the line, not just the overbooked quantity.