Transfers - Adding Items
To find an existing transfer;
  • Click on the 'Transfers' Tab option to see a list of all transfers created that are still open. 
  • The list will start with the most recent at the top. 
  • Click on the Transfer that you wish to view or edit.


  • Select the 'Items' Tab option that is then displayed



There are two ways to add items to the Transfer once it is created; Keyboard Entry
  • Type in the Barcode/PLU number in the box provided and press enter.
  • If the item is on file for the 'From' store then the details will be added to the edit boxes.
  • The entry can also be made by scanning the UPC barcode on the product using a keyboard wedge type Hand Scanner.
Import from a list or Hand Held Device.
  • Attach a suitably configured Unitech PT or HT 6XX Unit with relevant data.
  • Click on the 'Import' button under the 'Functions' Tab option.
  • Items from the Unitech Data will be transfered
  • If you select 'No' to the import prompt, you will be given a further option to select from an existing comma separated value (CSV) format file.
  • The CSV file has to be in the format XXXXXXXXXXX,YYY CRLF where XXXXXXXXXXX is the item barcode and YYY is the count.  Each line has to be terminated by a Carriage Return/Line Feed (CRLF)
Mouse/Keyboard Entry
  • Find the Item in the 'Inventory Item List', then  click on the Item or, use the up/down arrows to get to the item, then press the 'Enter' key.
    Either method will place the Item in the Edit area.
  • Here, the number of Cases and Packs to transfer can be edited.
  • The initial entry always defaults to 1 Pack.
  • Click on the 'Add Item' button and the item will be placed on the list to transfer.
    Repeat the entry, using methods 1/ or 2/ for as many items as necessary.
  • The program will not allow duplicate entries or a transfer with more items than currently in stock.
To delete an item from the transfer,
  • Select an Item on the Items List.
  • Click on the 'Remove Item' button on the 'Items' Tab option. 
  Once

Once the Transfer is completed, it can be printed out to accompany the shipment.
  • Click on the 'Print Transfer' button on the 'Functions' Tab option. 
  • The print preview can be sent to the printer or exported using the function buttons at the top left of the screen.