Transfers

In some cases, you may need to transfer items from one location to another location on the same account. Items transfer helps you re-balance the inventory, for example, if some stores are low on stock, some items are not sold well at specific stores and so on. To transfer items between locations, you can use the Inventory Transfer form.

When you transfer the inventory, CStoreOffice® keeps track of transferred items. Once the transfer record is registered in the system, CStoreOffice® automatically creates the following documents:

• For the location receiving the inventory, an MA Transfer pending invoice is created.
• For the location sending the inventory, an MA Transfer credit invoice is created. The invoice is accepted upon the acceptance of the invoice at the receiving location.

To transfer inventory from one location to another:

1. In CStoreOffice®, go to Inventory > Transfers.
2. At the top right of the form, from the locations list, select the location from which you want to transfer items.

   

3. From the Date and Shift lists, select the necessary date and shift for the inventory transfer.
4. From the To Station list, select the location to which you want to transfer items.
5. In the Cat UPC/PLU field, select the method by which you want to search for items to be transferred: by category or by item UPC/PLU. It is recommended that you search for items by UPC/PLU.

• If you have selected to search for items by category, from the Category list, select the necessary category.
• If you have selected to search for items by UPC/PLU, in the UPC/PLU field, specify the UPC or PLU of the item to be transferred. Once the UPC/PLU of the item is entered, CStoreOffice® automatically populated the following fields:
• Category
• Item description
• Unit Retail
• Unit Cost

6. (For category level) In the Unit Retail field, specify the unit retail. Use the retail from the Price Book of the location from which the item is transferred.
7. (For category level) In the Unit Cost field, specify the unit cost. Use the cost from the Price Book of the location from which the item is transferred.
8. In the Quantity field, specify the quantity of transferred items.
9. From the Method of Payment list, select the method of payment for the inventory transfer. Typically, the Credit method is used.
10. When finished, to the right of the item row, click enter.
11. Repeat steps 2-9 for all items that you want to transfer.
12. At the top right of the form, click Save.

    

You can perform the following activities with inventory transfer records:

• To print a report for the inventory transfer, at the top right of the form, click Print in PDF.
• To delete the inventory transfer record, at the top right of the form, click Delete.

To view information about inventory transfers, you can use the Inventory Transfer New report. To access the report, in the left menu of the form, under Related Links, select View Inventory Transfers. For details, see Inventory Transfer New Report.