On the Main Menu, click Inventory.

Click Store Transfer.

Click either Transfer By PLU or Transfer By Case. The Store Transfer by PLU Selection Window or the Store Transfer By Case Window appears.

Click either theTransfer Into Store or Transfer Out of Store tab.

Click New.

The Txn Num field defines the unique number that identifies the inventory transaction. The inventory transaction number sequence is used for purchase orders, receiving transactions, transfers, and inventory count PLU lists. No action is required. Store Manager automatically completes this field with a number after you save the transfer.

The Doc Number field defines the unique number that identifies the transfer. You can modify the document number if you click Modify PO/Doc Numberin the Inventory Parameters Maintenance window. Store Manager automatically completes this field, but you can edit the information in it. Type a number into the field.

The Status field indicates the current status of the transfer.

No action is required. Store Manager automatically completes this field.

The Origin field indicates if the transfer is based on an electronic document from your head office or if you create it. No action is required. Store Manager automatically completes this field.

The Txn Date field defines the date the inventory transaction is created. The transaction date does not need to be the same as the order date. No action is required. Store Manager completes this field with the system date of the computer on which the Store Manager is running.

The Transfer Date field defines the transfer date. Store Manager automatically completes this field, but you can edit the information in it. Click the button beside the field to open the pop-up calendar window. Click a date and click OK. Alternatively, type a date into the field.

The Ship Via field defines how the items are shipped to or from your store. You can define the selection of ship via types that appear in this drop-down list in the Code Table Maintenance window. If you click Ship Via Required in the Inventory Parameters Maintenance window, you must complete this drop-down list before you can complete the transfer. Click the drop-down list and select a ship via type from the list.

The Carton Count field defines the number of cases included in this transfer. Type a number into the field.

The Vendor field defines the vendor of the items included in the transfer. You must complete this drop-down list before you can add items to the transfer. Click the drop-down list and select a vendor from the list.

The To/From Store field defines the store the items are being transferred to or from. You must complete this drop-down list before you can save or complete the transfer. The selection of stores that appears in this drop-down list comes from the Stores table. Click the drop-down list and select a store from the list.

The Hash Qty field defines the total number of items that the store expects to receive. Type a number into the field.

The Reason field defines the reason the transfer of items is being performed. You can define the selection of reasons that appears in this drop-down list in the Code Table Maintenance window. Click the drop-down list and select a reason from the list.

The Out field indicates whether the items are being transferred into or out of your store. The entry in this field is based on whether you choose the Transfer in by PLU or the Transfer out by PLU tab in the Store Transfer Selection window. No action is required. Store Manager automatically completes this field.

The Note field defines any notes regarding the transfer. Type an alphanumeric string, up to 70 characters long, into the field.

The PLU/XREF field defines the unique number that identifies the item that is being transferred. If you want to use cross reference numbers to identify items instead of PLU numbers, you must click Xreference Only in the Inventory Parameters Maintenance window. Type a number into the field.

The Description field contains the item’s description. No action is required. Store Manager automatically completes this field.

The Expected Qty. field defines the number of the item the receiving store expects to receive in the transfer. If you are creating a transfer in, you cannot edit the information in this field. If you are creating a transfer out, type the number of items the receiving store expects into the field.

The Received Qty. field defines the actual quantity of the item you receive. Type a number into the field

The Short/Over field indicates the amount of discrepancy between the quantity of the item you expect to send or receive, and the quantity of the item that is actually sent or received. No action is required. Store Manager automatically completes this field.

The Receive All/None field determines the default number that the Store Manager enters into the Quantity Received field in this window. You can change the value from the default entry made by the Store Manager. The field is only available if you click Allow Receive All for Receiving and Transfers in the Inventory Parameters Maintenance window. Click All to automatically enter the expected quantity into the Quantity Received field. Click None to automatically enter 0 into the Quantity Received field.

The Report field generates a Transfer report and displays it in the report window on your screen. For more information about the Transfer report, see Printing a Transfer Report. Click the button.

The Inventory Information field opens the Inventory Information window. The window contains information about the item in the line of the transfer that you highlighted. The item in the highlighted line must be inventory controlled. For more information about the Inventory Information window, see Viewing Inventory Information. Click the button.

The Complete field completes the transfer. You cannot modify a transfer after you complete it. The transfer’s status becomes complete. For information about completing a transfer, see Completing a Transfer. Click the button.

The Void field voids the completed transfer. You cannot void a transfer until you have completed it. For information about voiding a transfer, see Voiding a Transfer. Click the button.

Click Save, and then click Exit.