This is typically used in the event industry for transferring items for a temporary period of time. An example would be temporary transfer of 80 chairs from store 1 to store 2 for a weekend where the chairs are returned on Tuesday.
Before you begin, it is important that you have your transfer customers set up in your database. For that you need to go into File Maintenance and add a new customer. For a store 1 transfer the customer key needs to be XFER-1, for a transfer to store two: XFER-2 etc...
Note - The transfer contract will now automatically select Use Same Address from the Transfer customer’s record. Make sure you set the store’s address in the XFER customer for each store.
You also need to be sure that any bulk items you are transferring have both a header and serialized items for each store. For example, a black chair would have a header (CHAIRBLK) and serialized items for each store (CHAIRBLK-1 & CHAIRBLK-2).
1. To transfer equipment, from your counter menu, click, new contract, then select Transfer Contract as your contract type.
2. This will bring up the screen below asking which store or service truck you are transferring the items into.
• Note: You will be able to transfer from service truck to service truck or Service Truck to Store. Also will be able to do from Item Avaialability.
3. Once the store is selected it will ask if you are transferring now or later. If you are transferring now it will bring up the inventory selection menu just like any other contract you are opening
4. If you are transferring later it will ask for the day and time to create a transfer reservation.
5. Select the header of the item you are transferring. Once it is added you will be asked for how long. This is where you put in the amount of time the items will be away from your store. For example, if the other store only needs them for the weekend, you would probably make the reservation for that Thursday for 5 days to be back on Monday. Add in the quantity and you will see a negative and a positive qty of the amount of items you added. In the example below, 300 chairs are being transferred from store 2 to store 1.
Note: This will only show the negative and positive lines if the item is a bulk item. Serialized items will only show a single line transfer.
6. When the items leave your store, simply send out the reservation. They will be taken out of availability for the amount of time you made the transfer for. As soon as the chairs come back, close the transfer at that same store and quantity will be increased.