Select the item you wish to transfer, go to that item's Product Properties page.

• note - the item you are transferring must have an on hand amount of at least 1
• Click on the Transfers Task Bar button

• The Transfer Products window comes up, here the transfer from one item to another will be processed.
• On the left side of the window there is the Transfer From box and the Transfer To box
  • these are informational and they display information for the item you are transferring
  • The information displayed here is up to you. The information you wish to be displayed here can be set via the Screen Designer.
  • If you fail to establish this in the Screen Designer, these two boxes will be blank.
  • Data in these boxes cannot be changed here in the Immediate Transfer window. It is strictly for informational purposes.
• At the bottom of the window is the Transfer List
  • This section displays all of the potential, existing "to" locations to which the "from" item can be transferred.
  • If there is only one item on the list, it will be automatically selected and its data will automatically appear in the "Transfer To" box.
  • If there are multiple items to choose from, you must select the desired "to" item from the list.
• In the Transfer Amount field (upper right portion of window), key in the on hand amount to be transferred of the "from" item to the "to" item.
  • An amount greater than zero must be entered for the transfer to be processed.
• The Transfer Cost field will fill in automatically with the Cost of the "from" item.
  • You can change this value if desired.
• The Reason field is your opportunity to key in a reason for the item transfer.
  • This reason will be displayed on the Inventory Change Log Inquiry for the affected items.

There are two kinds of items transfers.

Immediate - which transfer the item as soon as you run the transfer process.

NOTE: Immediate Transfers are generally used for in store purposes. Such as moving an item from location to another, or to a different department category.

• To do an immediate transfer click on the Immediate Transfer button
• The quantity you had keyed in the Transfer Amount field is transferred immediately from the "from" item to the "to" item.
• The system will immediately and automatically adjust the onhand values for both items.

Scheduled -  you determine which item to transfer and then, at a later point.

NOTE: Scheduled Transfers are generally used for transferring an item from Store A to Store B

• To do a scheduled transfer click on the Add Scheduled Transfer button
• A message will appear, informing you that the transfer has now been scheduled.
• The scheduled transfer information will now display in the "Scheduled transfers" grid, along with any other scheduled transfers for the product.
• To process the transfer, you must go to the Create Transfer Purchase Orders program and cut a transfer PO.