Initiating inventory transfers between stores using Worksheet 330

You can use Worksheet 330 to initiate inventory transfers between stores.

After you initiate an inventory transfer in Central Manager, a transfer out is created in the source store where it must be released, shipped, and committed in Store Manager.

Note: You can configure Central Manager so approved transfer outs are automatically set to Released status in Store Manager. You define this in Setup | Inventory/Purchasing | Order Setting. On the Global Option tab select Auto Release Order.

When the transfer out is committed, a transfer in is created in the destination store that must be released, received, and committed in Store Manager. The worksheet status in Central Manager will remain In Process until the transfer in is committed in the destination store.

1. Click Worksheets.
2. Expand Worksheets.
3. Click 330: Inventory Transfer.
4. From the Move inventory from drop-down, select the source store.
5. In the Move inventory to list, select the destination store(s).
6. Click Next.
7. Enter a different Worksheet Title, if desired.
8. Enter an Effective date / time if you want the changes to come into effect at a future date and time.

Tip: The best practice is to select a date and time that does not interfere with the operations of an open store.

9. Click Next.
10. Select one of the following:

  • Use items in these departments

  • Use items in these categories

  • Use items in these suppliers

  • Add items manually

  • Item filter

11. If you selected departments, categories, or suppliers:

  • Select specific departments, categories, or suppliers; or

  • Click All to select all.

12. If you selected Item filter:
a. Click Filter.
b. Use the Filter dialog options to identify the items.
c. Click OK.
13. Select Exclude inactive to exclude inactive items.
14. Click Next.
15. Select one of the following:

  • Transfer items based on each store's reorder information

  • Transfer all items at a fixed quantity to each store

  • Transfer items that have recently sold at each store

16. Click Next.
17. Click Finish.
18. Click OK to confirm that the worksheet(s) are created.
19. Double-click a worksheet or select a worksheet and click Properties.
20. On the General tab, confirm the Effective date / time and add Notes, if desired.
21. On the Contents tab, confirm that the list of items is accurate. If necessary, use Add Row and Delete Row to add or delete items from the list.

Tip: You can control whether the Details pane is displayed or hidden on the Contents tab of this worksheet. The Details pane shows Ordering Guidance, Sales History, Order History, and KPI Data. The Details pane is hidden by default because it can improve worksheet performance. You control whether the Details pane is displayed or hidden in File | Configuration. Select or clear Show details in PO Planner and Inventory Transfer worksheets by default.

22. For each item, confirm the transfer quantity or edit the transfer quantity as required.

Tip: To apply the same value to all rows in a column, right-click the value, select Copy, and then right-click anywhere in the column and select Paste to All Rows.

23. Click Details and confirm the transfer out details. Enter additional information about the transfer out, as required, and click OK. You can edit the following fields:

  • Requisitioner

  • Confirming to

  • Freight

  • Ship via

  • FOB point

  • Terms

  • Date required

  • Remarks

24. On the Charges tab, use Add Row and Delete Row to add or delete charges for the transfer out.
25. Do one of the following:

  • Click OK. Your changes to the worksheet are saved but not approved.

  • Click Approve. The worksheet is approved. The changes will be synchronized to the stores and the changes will come into effect on the effective date and time.

26. At the source store, open Store Manager and do the following:
a. Release the transfer out.
b. Ship and commit the transfer out.
27. At the destination store, open Store Manager and do the following:
a. Release the transfer in.
b. Receive and commit the transfer in.
28. To check the worksheet processing status:
a. Click Worksheets.
b. Expand Worksheets Status.
c. Click 330: Inventory Transfer.

Note: Worksheet processing time depends on the size of the worksheet. However, if you think the worksheet is taking too long to process, check that the worksheet processing service is running. To do this, click Start and type Services in the search field. In the Services window, scroll down to RMH Worksheet Process and click Start Service if the service is not running.

29. To acknowledge processed worksheets:
a. Click Worksheets.
b. Click Acknowledge Worksheets.
c. Select a worksheet and click Acknowledge.