Return to agent transfers are created on demand when items must be returned to the supplier:
From the IDI Desktop Client menu select Applications > POS Back Office > Transfers > New Return to Agent Transfer.
Use the drop-down menus on the Add Inventory Transfer window to select:
- Use these fields to specify where the items are being transferred from (Source) and where they will be transferred to (Destination). The location may be a store or a warehouse. For return to agent transfers, only a Source Store is specified. Destination Store is NOT applicable for return to agent transfers.
Source Store
Use these fields to specify where the items are being transferred from (Source) and where they will be transferred to (Destination). The location may be a store or a warehouse. For return to agent transfers, only a Source Store is specified. Destination Store is NOT applicable for return to agent transfers.
- Select a reason from the drop-down menu. Reasons are defined via Applications > POS Back Office > Setup > Transfer Reasons
Transfer Reason
Select a reason from the drop-down menu. Reasons are defined via Applications > POS Back Office > Setup > Transfer Reasons
- Use these fields to specify the return agent to handle this return to agent transfer (not applicable for unsolicited transfers). Return agents are defined via Product Management > Suppliers.
Return Agent and Return Auth. Code
Use these fields to specify the return agent to handle this return to agent transfer (not applicable for unsolicited transfers).
Return agents are defined via Product Management > Suppliers.
Add one or more inventory items to the transfer. To do this, right-click in the Transfer Detail Summary area and select New SKUs. Then follow the Find Retail Product dialog to add details (items).
This form operates in much the same manner as the Find Product tool:
Use the drop-down menu to select the search criteria and then enter the value.
Click the Magnifying Glass icon to initiate the search. This displays the POS Product Catalog Search window with a list of items that fit your search criteria. If no items are found you can use this window to enter new criteria.
To add an item to the Transfer Detail Summary either double-click the row, or right-click and select Select. This puts the selected item in the SKU field of the Add SKU for Inventory Transfer form.
If this is the last item you wish to add, click OK. This closes the form and adds the item to the Transfer Details Summary. If you want to add more items, click Apply. This also adds the item to the Transfer Detail Summary but leaves the Add SKU for Inventory Transfer form open to let you add more items.
At this point you may save the transfer and complete it later, or continue with picking and packing the selected SKUs. If you choose to save now and finish later you'll need to use either the Pending Transfers or Transfer Search form to find the transfer and then open the transfer in an edit form.
Prepare the items to be transferred (remove from shelves and pack) and update their status in the system accordingly. Use the Modify Items menu option. 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 form 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:
Find the row for the applicable inventory status.
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.
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:
Enter the serial number. You may use a scanning device if available.
Select Picked or Packed.
Click Add to add the item to the list.
Repeat these steps to add additional serialized items.
Click OK. This updates the transfer details summary list in the Add/Edit Inventory Transfer window.
When you are finished picking and packing all items, click Save.
Mark the transfer as shipped. Click the Actions button in the bottom left part of the window and select Mark as Shipped.
Notes:
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.
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.
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: