Creating a transfer in or out

The order number. Store Manager can automatically generate an order number, if required.

The order status. This value is set by Store Manager. Values include Open, Released, Completed.

The date the transfer order was created.

The date the transferred items are required by the transfer recipient.

The delivery status. This value is set by Store Manager. Values include Open, Partial, and Completed.

The invoice status. This value is set by Store Manager. Values include Open, Partial, and Completed.

Reference information related to the transfer order.

The date the transfer order was placed.

Select this option if you want to add matrix items to the transfer. If this option is selected, on the Items tab you can then add matrix items:

Select one of the following:

• Standard: The transfer is a standard transfer.

• Supplier: The transfer is between the store and a supplier. Click the Browse icon to select the supplier. Store Manager will add the supplier's address to the Ship To field.

• Inter-Store: The transfer is between a warehouse and stores whose inventory is managed by Central Manager. Click the Browse icon to select the store that acts as the warehouse. Store Manager will add the store's address to the Transfer From field.

The name and address of the source of the transferred items.

The name and address of the recipient of the transferred items.

The person who requested or authorized the transfer order, if applicable.

The payment terms for the invoice, if applicable.

Note: You set up payment terms in Setup | Customer | Account Receivables | Payment Terms.

The discount on the invoice items, if applicable. Select one of the following:

• Nil: No discount.

• Amount: Enter the dollar amount of the discount.

• Percent: Enter the percent discount.

The shipping method to use, if applicable.

Note: You set up shipping methods in Setup | Inventory/Purchasing | Shipping Methods.

Enter the free on board (FOB) designation in the first field. This indicates who has ownership of the items during shipment. In the second field, enter who is paying for shipping. It is typically prepaid or collect.

The currency and rate associated with the Shipping Method.

Click Add to add an item to the transfer order.

Note: You can configure Store Manager to block transfer outs on items if the quantity on hand is less than the transfer out quantity. You define this in Setup | Inventory/Purchasing | Order Setting. On the Global Option tab, select Block transfer out when quantity on hand is less than transfer out quantity.

Note: You can also add discounts using the Formula button.

Select a line and click Edit to edit the line item.

Select a line and click Delete to delete the line item from the transfer order.

Click Quick Scan to add an item to the transfer order by scanning it.

Click Formula to set discounts on line items (by amount or percentage). You can save the discounts for a specific period of time. You can also apply discounts to selected line items or to all line items in the transfer order.

Click Add to add charges to the transfer order.

Select a line and click Edit to edit the charges.