Transfers - New
The Inventory Transfers have two main functions on the system;
  • On a multi store system, they allow a transfer of stock between stores, updating stock levels in both as the the Transfers are processed.
  • In a single store, a Transfer can also be made to the 'Outside' which has the function of depleting the stock in the originating store only.
    Transfers IN and OUT of a store show in the Period Activity report as balancing stock entries.
  • Two 'Internal Transfers' are created whenever a Case Break (Repack) in Inventory/Item Maintenance is done.
    One Transfer moves the repacked stock IN and the other is a record of the stock that is unpacked OUT.
    The effect of the Internal transfers is to balance the stock picture in the Period Activity report.
    Internal Transfers cannot be created manually, but they can be deleted from the documents in history by using the Transfer form.
Select Inventory/Transfers from the Menu to access this form.

  • When the Transfer window is opened, the a list of Transfers in progress is displayed.
  • The list can be narrowed by selecting a Store from the top the 'Select From Store' filter.
  • To create a new Transfer, click on the 'New' button at the top of the window.
  • The form will then display the 'Information' Tab option only until the 'Save' button is clicked to start the New Transfer.
  • To abort a New Transfer operation, click the Exit button at the top right of the Transfer form.


  • Select the From (Sending) and To (Receiving) Store by entering the ID code for each store in the boxes provided. 
    A list is provided for reference for each of the entry fields. If necessary, you can enter the data by clicking on a line on the list also.
  • If you want to transfer items to the outside rather than to another Store, use a 0 (zero) in the 'To Store' box. 
  • You do NOT have to setup Store 0 in Store Maintenance, this is a special feature within the program.
    The description for each Store will be entered automatically.
  • Enter a Supervisor ID in the box provided.
    The Supervisor name will be entered automatically.
    Supervisor names are setup from  the Employees - Manager-Security menu option.
  • If required, enter  'Shipped Via' Information in the boxes provided.
  • The Ship Date is mandatory, it can be entered directly or chosen by using the calendar that pops up when you click on the Shipping Date box.
  • Click on the 'Save' button at the top of the window to retain the information.
The information required to start a new Transfer is then completed, the Items Tab will then be available in order to start adding items to the Transfer.