Transfer an Item

To transfer an item:

1. Click Inventory > Inter-Store > Transfers.  The Transfer Screen will open.
2. If you are not already on the Transfer tab, click on it on the left.
3. Specify the store to Ship To, optionally enter other shipping info or notes, then either:
   1. Scan the item.
   2. Manually key in the item and press enter or click Transfer button.
   3. Use the Items tab to find and select one or more items, then click the Transfer button.
4. Repeat for all items to be included with this shipment.
5. Click Close Transfer & Send to complete this shipment.

Receive an Item

To receive an item that was transferred to you store:

1. Click Inventory > Inter-Store > Transfers.  The Transfer Screen will open.
2. On the left, click on the Receive tab.  A list of items shipped to your store will be displayed.  Optionally, use the Transfer # drop-down to filter by a specific shipment #.
3. Optionally, specify case location to receive items into.  The system option ‘Receive Items Requires Location’ can be used to make this required.
4. Check one or more items, then click the Receive Items button.  Alternatively, you can scan the item barcodes.

Request an Item

There are four ways to request items from other stores.

From Transfer Screen

1. Click Inventory > Inter-Store > Transfers.
2. On the left, click on the Request tab.
3. Specify the store to Ship To.  Optionally, enter notes, then either:
   1. Manually key in the item and press enter or click the Request button.
   2. Use the Find Items button to find and select one or more items, then click the Request button.
4. Repeat for all items to be included with this request.
5. Click Close Request & Send to complete this request.

From Reorder Form

1. Run the Reorder Form either as part of Weekly Buying Tools (Inventory > Buying Tools > Weekly Buying Plan) or standalone (Reports > Inventory > Ordering > Reorder Form).
2. When running, you must change the Display Rows option to Show One Style Per Store.
3. Use the drop-down at the beginning of the row to expand the style row to show individual counts by store.
4. Check the store you wish to request from, then click Request Items button at the bottom.

From Item Record

1. Click Inventory > Items > Find and enter criteria to search for the item.
2. Edit the item record.
3. Click the Request button (located in the Inventory section, middle of form).  Note that this button will only be visible if the item is not already at your store.

From Levels

1. Click Inventory > Items > Levels and enter criteria to search for styles.
2. Use the drop-down at the beginning of the row to expand the style row to show individual counts by store.
3. Click the Request button next to the store you wish to request from.

Cancel a Transferred or Requested Item

To cancel a transferred or requested item:

1. Click Inventory > Inter-Store > Transfers.
2. On the left, click on the Open tab.
3. Select the item then click the Cancel Transfer button in the top right.

Print a Transfer

To print a transfer:

1. Click Inventory > Inter-Store > Transfers.
2. On the left, click on the Print tab.
3. Use the fields at the top to specify criteria, then click Find.  A list of matching transfers will be shown.
4. Select the transfer and click the Print button.

Enable Email Notifications

Email notifications can be setup so that designated associates get automatically notified when a transfer or request is sent to their store.  To use this feature, you must first setup email notifications.  See the Email Setup webpage for instructions on doing so (varies by email provider).

To enable notifications for an associate:

1. First, verify the Transfer Email option is set to True (Administrative > System Options, Transfer Options).
2. Click Administrative > Associates and Edit the associate record.
3. Under Multi-Store Options on the right, click the Receive Transfer Notifications drop-down.
4. Check one or more stores, then click OK.
5. Verify the associate has an Email on file, then Save your changes.
6. Save your changes.