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Inter-Store Transfer Configuration

1.  CREATE A SUPPLIER RECORD TO USE FOR INTER-STORE TRANSFERS 

When merchandise requested on a ticket is not available, the counterman has the opportunity to purchase the merchandise from another supplier. The available suppliers to purchase from are maintained in the Supplier Maintenance file on the system. In order to purchase merchandise from other stores in the chain, an Inter-Store Supplier Record must be added to the Supplier Maintenance file.

To create a Supplier Record to be used for inter-store transfers, click on:

FILE | SUPPLIER MAINTENANCE |SUPPLIERS -or- SUPPLIER Hot Menu Button

• Enter a Supplier Code up to 9-digits to identify the supplier record.

The Supplier Maintenance screen, General tab will open for the remaining information to be entered:

• Enter the supplier name in the Name field
• Select a connection value in the Order Via field

Enter a name of your choice for the Inter-Store Supplier Record in the Name field. For our example, we will use the name ‘Inter-Store Transfer– Automatic’

The Order Via field identifies how your computer will connect to the other stores in the chain to process the transfer of merchandise.
 

Order Via field values:

• Phone
• SBC Enterprise TCP/IP
• SBC Manager TCP/IP
• Store Management
• WH Central

A separate Supplier Record will need to be created for each type of connection value used to order merchandise from other stores in the chain. When multiple Supplier Records are defined to accommodate the various connections, the supplier name should reflect the connection value in order to differentiate between the Inter-Store Supplier Records. 

For example, if all the stores in the chain are converted and accessible via the same network, you will only need one Supplier Record selecting the value SBC Manager TCP/IP. If some of the stores in the chain are converted and some are not converted, you will need two separate Supplier Records - one Supplier Record selecting the value SBC Manager TCP/IP for the converted stores and another Supplier Record selecting the value Phone for the unconverted stores.



2.  CREATE A STORE RECORD FOR EACH STORE IN THE CHAIN 

Usually the Store Record only contains the information for the store the system is configured for. For the inter-store transfer process, the Store Record must contain a Store Record for each store in the chain.

Each Store Record defined for an inter-store transfer must contain: 

• Inter-Store Acct Number to be used for an inter-store transfer
• IP address
• Supplier Record to use based on how to connect to that store. 

This same information will also need to be stored on the main computer of each of the other stores in the chain.

To update an existing Store Record or create a new Store Record, click on: 

TOOLS | SYSTEM SETUP | STORE -or- STORE Hot Menu Button

• Enter a Store Number up to 5-digits to identify the Store Record.

Complete the required fields (flagged in red) in the Store screen and click the Save icon on the tool bar to enable the Additional tab.

Access the Additional tab and enter the Inter-Store Info:

• Inter-Store Acct # - assign a random account number to be used whenever an inter-store transfer is requested for this store number. This same account number will be used for that store number throughout the system. (Note: the Inter-Store Acct Number can be set to the Store Number)
• IP Address - enter the IP Address of the main computer for the store
• Supplier - select the Inter-Store Supplier Record to use based on how to connect to that store. (For example, if there are 2 Supplier Records - one for phone and the other for automatic and store # 100 connects via phone, select the Supplier Record defined for phone.)

 


3.  CREATE A CORRESPONDING ACCOUNT RECORD FOR EACH STORE RECORD

An Account Record must be set up for each store in the chain and flagged as an ‘Inter-Store’ Account Type. For accounting purposes, a new payment type should be added to track inter-store transfers. Once the new payment type has been added, the Default Pay Type field should be set to automatically default to this payment type. (Note: the Default Pay Type field is on the General tab in the Account Record.)

Edit or create an Account Record for each store in the chain by accessing:

FILE | ACCOUNT MAINTENANCE | ACCOUNTS -or- ACCOUNTS Hot Menu Button

• Enter an Account Number up to 5-digits to identify the Account Record.
• Enter the required fields (flagged in red) in the Accounts File screen
• Set the Account Type field to Inter-Store
• Click the Save icon on the tool bar when finished

Create a new payment type for inter-store transfers by accessing:

TOOLS | SYSTEM SETUP | PAY TYPE SETUP

Select New Payment Method option and the following screen will be displayed:

• Enter a unique alphanumeric code up to 3-digits in the Pay Type Code field. If the code entered is NOT unique, the field will remain flagged in red and the screen will not be able to be saved.
• Enter a description for the new payment method in the Description field.
• Select the type of payment in the Payment Type Definition drop down box.
• Click the Pay Type Enabled box to use this pay type.
• Click OK to add the new payment method.
• Click the Save icon on the tool bar to save changes.

In the example above, a new payment type was added called ‘InterStore Tran’ which is defined as a House Charge and assigned the Pay Type Code of ‘ I ’.

Access the Account Record and set the Default Pay Type field on the General tab to default to the payment type added to track inter-store transfers by accessing:

FILE | ACCOUNT MAINTENANCE | ACCOUNTS -or- ACCOUNTS Hot Menu Button

• Click on the General tab
• Select the payment type to track inter-store transfers from the Default Pay Type drop down box.
• Click the Save icon on the tool bar to save changes. 

 

4.  DEFINE THE SELLING PRICE FOR TRANSFERRED MERCHANDISE

Determine the selling price for merchandise being sold to another store through the inter-store transfer process. The pricing defined in the POS Settings screen will be the only source of pricing used when an item is sold through an inter-store transfer; all account level pricing defined for an item is ignored when it is sold through the inter-store transfer process. Define inter-store transfer pricing by accessing:

TOOLS | SYSTEM SETUP | POS SETTINGS | GENERAL

• In the Inter-Store Transfers frame, select the base selling price level from the Inventory Sell Price drop down box. (If a price level is NOT selected, the system will use the Cost price level.)
• Enter a percent in the +/- Percent field to adjust the base-selling price used for Inter-store transfers.
• Click the Save icon on the tool bar to save changes.

In the example above, any merchandise sold through an inter-store transfer will be sold at the default value of Cost plus 5%. (Since a value was not selected for the Inventory Sell Price Base, the system will default to the value of Cost.)

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