Create A Transfer

Contact Store

For Every Transfer you MUST

1. Check Qty’s at other locations

2. Choose which store to transfer from

3. Call and Confirm item is in in stock

4. Create the Transfer

Start

Transaction

F2- to get to the Start Transaction Menu

Option 7- Instore Transfer

Select Transfer

Number

In Customer Field input Transfer #

Example 1:Input store # 3 T (13T)

1-Lamar to 3-Warehouse T-Transfer

Select Transfer

Number

Example 2:Direct Ship (must be approved)

1418T

14-Conifer to 18-North Springs T-Transfer

**If Direct Ship make sure to note in F3

what the shipping will be to charge the

customer

Transfer

Information

F11 Customer Screen

Ship To: Customer Name & Phone #

Special Instructions 1: To Store & Contact

Special Instructions 2: From Store &

Contact

F11 to Return to Transfer

Transfer Sku

Now you will input the SKU information

and quantity that you are wishing to transfer

Press Enter to post

Once all sku’s are posted select + Total

Total The

Transfer

Note: Once you post the sku the Transfer

Number will appear in the top left corner

Transfer Status Box will appear

Keep your Transfer Status in R “REQUST”

and select OK

Follow Up

Call the store you are requesting the item

from to give them the transfer # so they can

print off 2 copy’s of the transfer

1 copy- on the inside of bag/box

1 copy- on the outside of the box/bag

Transfer Invoice

Example of the Transfer Invoice

• Customer Name & Number in Ship To

• The Special Instructions list after the Sku

This information is what flags the

warehouse that this is a CUSTOMER

transfer.

Customer

Transfer Process

1. Requesting store creates Transfer

2. Sending store prints 2 copy’s and sends

3. Warehouse Receives & Identifies it is a

customer transfer and flags it with dot

4. Requesting Store Receives and calls

customer to pick up

TRANSFERS

COMPLETE