After the Inventory Request is approved, the requested transfer is opened in the Add Inventory Transfer form.
From this form:
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Select a transfer reason. Select a reason from the drop-down menu. Reasons are defined via Applications > POS Back Office > Setup > Transfer Reasons
Note
The transfer reason is already specified if you chose to add the inventory request to an existing transfer.
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Following this you can either save the transaction, or continue processing.
If you save at this point, the transfer will be set to open status. To finish, you'll need to use either the Pending Transfers form or Transfer Search form to find the transfer and then open the transfer in an edit form. Follow the entire procedure below (steps 1-5) to complete the transfer transaction.
If you choose to continue processing the transfer directly in the Add Inventory Transfer form, follow the procedure below starting at the third step.
To complete a requested transfer:
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Find an open transfer to complete using either the Pending Transfers or Transfer Search form
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Right-click on a transfer and select Edit. This displays the transfer in the Edit Inventory form
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Prepare the items to be transferred (remove from shelves and pack) and update their status in the system accordingly. To do this, open the transfer in the Edit Inventory Transfer form, and use the Modify Items menu option.
Picking and packing involves physically setting the applicable items aside so they cannot be used in another transaction, packing the items to prepare them for shipment, and then updating the status of these items in the Edit Inventory Transfer form, Transfer Detail Summary. When you update the status you also specify the quantity to be transferred.
To set a transfer detail item to Picked or Packed:
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Find the transfer transaction using Transfer Search.
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Right-click on the transfer and select Edit.
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In the Transfer Detail Summary, right-click on the item and select Modify Items. The system recognizes whether you selected a serialized or non-serialized item and displays the appropriate dialog for picking and packing:
Non-serialized - For non-serialized items, the Modify Items window provides a grid that lets you indicate the quantity to be picked or packed for each inventory status.
To pick and pack non-serialized items:
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Find the row for the applicable inventory status.
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Click on the Picked or Packed column for that row and enter the quantity of items to be transferred. You can enter quantities for picked and packed in the same row if applicable. The total number of items (picked + packed) and average cost are indicated in their respective columns.
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Click OK. This updates the transfer details summary list in the Add/Edit Inventory Transfer form.
Serialized - For serialized items, the Modify Items form lets you pick and pack a single serialized item at a time, or enter a range of numbers in bulk (when you're adding a large number of items).
Serialized items may have a serial mask (see below) which establishes the character pattern of the serial number (for example three alphabetical characters, following by nine numeric characters). These masks are defined in the Product Catalog. If a mask is defined, the mask is indicated in the Serial Number field.
Before you can pick and pack serialized items, the serial numbers must be available at the source location. To pick and pack serialized items:
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Enter the serial number. You may use a scanning device if available.
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Select Picked or Packed.
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Click Add to add the item to the list.
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Repeat these steps to add additional serialized items.
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Click OK. This updates the transfer details summary list in the Add/Edit Inventory Transfer window.
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When you are finished picking and packing all items, click Save.
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Mark the transfer as shipped when shipping steps have been completed. Click the Actions button in the bottom left part of the window and select Mark as Shipped.
Notes:
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If you attempt to mark a transfer as shipped when the transfer still has details set to picked, you will be prompted whether or not to automatically set the picked details to packed. If you respond Yes to automatically pack the details you will be permitted to continue. Responding No will cancel the Mark as Shipped operation.
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If you attempt to mark a transfer as shipped when the transfer still has open details (neither picked nor packed) an error message will be displayed and you will not be permitted to continue. In this case you must return to the Modify Items window and pack the open details.
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Serial Mask
A serial mask may be defined for a serialized Product Catalog item on an optional basis. The mask, if needed, is defined via the Retail Product window in the Product Catalog.
The mask establishes the pattern for all serial numbers that may be used for an instance of this retail product. The mask may include literal characters and placeholder characters. For example, in the figure above the mask has a prefix consisting of four literal characters: MOTO. The body consists of eight numeric characters as indicated by eight numeric character placeholders (0), and a suffix consisting of two literal characters: V3.
In the Serialized Items window, literal characters are represented literally and place holders are represented by underscores.
When you enter the serial number you overwrite the placeholder characters, replacing them with literal characters of the type specified by the mask.
See also: