Transferring Serialized Items

This is typically used in the event industry for transferring items for a temporary period between store locations.

Before you begin, it is important that you 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 transfer contract will now automatically select Use Same Address from the Transfer customer’s record. Make sure you set the store’s address in the XFER customer for each store.

You also need to be sure that any serialized items you are transferring have a header record. The header record should have a store location of 000 and current location of 000.

Transfer Contract

1. To transfer equipment, from your counter menu, click New Contract, then select Transfer Contract as your contract type.

2. This will bring up the screen below asking which store or service truck you are transferring the items into.

• Note: You will be able to transfer from service truck to service truck or Service Truck to Store. Also, you will be able to do this from Item Availability.

3. Once the store is selected, it will ask if you are transferring now or later. If you are transferring now it will bring up the inventory selection menu just like any other contract you are opening.

4. If you are transferring later, it will ask for the day and time to create a transfer reservation.

5. Select the header of the item you are transferring. Once it is added, you will see the status on the item line as a reservation. The contract status will show as Transfer.

* Note: Serialized items will only show a single line transfer.

* Note: If there are package items attached to this item, the user will be asked if they would like to transfer those items as well.

6. In Day at a Glance you will see the reservation under the Transfer Out tab. When you send out the reservation, you will be prompted to enter the serialized unit to be transferred. The item will be added to the transferred contract.

7. Once the item is sent out, in Day at a Glance, the item will move from a reservation to a open contract. Also, the contract will move out from the Transfer Out tab. The inventory will leave your store and now show under the Transfer In tab for the other store.

8. When the receiving store closes the transfer contract, the items will be added to their store inventory.

*Note: If a serialized item has any repair/maintenance contracts or inspection jobs when transferred, those contracts/jobs will be assigned to the item’s new store.