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Inter-Store Transfer Transaction

There are several ways to initiate an inter-store transfer ticket to transfer merchandise from one chain store to another. 

• For an existing item on a ticket, click on the line item’s supplier field. Select another supplier from the Supplier drop down box or click on the Inter-Store Transfer button. 

• When opening a ticket, the default Cash Sales Account Number can be changed to an Inter-Store Account Number in the Customer Information box. When the Account Number is changed to an Inter-Store Account Number, the message ‘Warning: This is an Inter-Store Account’ will appear, alerting the user that they are using an Inter-Store Account. 

• When an item is entered with insufficient quantity, the message ‘Warning: Insufficient QTY on Hand’ will appear providing the option to select Inter-Store Transfer. (Note: the Inter-Store Transfer button will not be enabled if all the stores in the chain have 0 quantity available.)
  • Selecting the Inter-Store Transfer button will display a screen showing the other stores in your region with quantities available.
  • Although the system will default to displaying the stores in your region with quantities available, click on the Show All Stores button at the bottom of screen to display other stores in the chain, outside of your region, with quantities available.
  • Highlight a store to order from and the system will display the Phone Number of the store and the Contact Person.
  • The counterman contacts the store and requests a sale of the merchandise.
  • If the contacted store approves the sale, the counterman clicks Start Inter-Store Transfer.
  • A screen will be displayed for the counterman to enter the quantity being requested.
  • Click Order Now to start the inter-store transfer.
    • A purchase order will be created for the store requesting the merchandise. The purchase order created will cross reference the work order number of the store selling the merchandise.
    • A work order will be created and printed for the store selling the merchandise. The work order ticket created will cross reference the purchase order number from the requesting store and the requesting store name in the customer information box.
    • The work order ticket will print at the store selling the merchandise and will be held there as a work order until the store finalizes the ticket in the normal fashion. 

• The store selling the merchandise prepares for shipment:
  • The work order is converted to a regular invoice at the store selling the merchandise
  • The purchase order will be automatically be updated at the store requesting the merchandise.
  • Note: If store selling the merchandise ships via a common carrier, appropriate freight charges will be added to the ticket before finalizing the ticket as an invoice. These charges will also be automatically added to the purchase order at the store requesting the merchandise.
  • The merchandise will be received and available to be sold to the customer

See also