The Create Transfer Purchase Orders program is where you cut POs for items that have been scheduled to transfer via the Transfer Products program.

Once you cut the PO, the items in question will be transferred from one location to another in iMerchant's database.

To access the Create Transfer Purchase Orders program go to:

Modules >Transfers > Create Transfer Purchase Orders

The Find To Be Transferred (TBT) screen appears.

• Define the search to call up the items for which you want to process the transfer.
• Highlight the item(s) you wish to be transferred
• Click on the Cut Transfer PO button
• The To Be Transferred Settings window appears.
• In the Selection of Items to be Purchased section choose either Select all items in the list or Select only highlighted items.
  • Choose Select all items in the list if you want all of the items listed back at the TBT screen to be included in the transfer
  • Choose Select only highlighted items if you only want the items you selected to be included.
• The PO Prefix and Suffix fields are optional.
• In the Header Information section there are three fields
  • Buyer (optional)- allows you to place the individual buyer on the header of the transfer PO.
    • e.g. if a certain employee is cutting this PO, his or her name can be put in the header.
  • Ship Method (optional) - select the shipping method that will appear in the header of the transfer PO you are creating.
    • If you don't care whether or not the shipping method appears in the header, just leave it blank.
  • Request Ship Date - select the date that you would like the items on the transfer PO to be shipped. This defaults to the current date.
• Once all the fields are filled in, cut the transfer PO by clicking on the Begin creating Transfer PO's button
  • Click on the Cancel creating Transfer PO's button if you want to back out without cutting a transfer PO
• The View Transfer PO Query dialogue box pops up, asking you if you want to review the transfer PO.
  • If you click on Yes
    • The transfer PO is cut, but you can peruse the PO Properties page.
  • If you click on No
    • The transfer PO is processed and you will not be taken automatically to the PO Properties page.

Note: Before you can cut a transfer PO, be sure the Vendor for Transfer Purchase Orders field is filled in, on the Store Properties of the stores in question. If it is not, the transfer PO cannot be cut.