Create an In-Store Transfer

This article covers creating a new in-store transfer.

From the Transfers page, users can create in-store transfers, which are item transfers that occur within the same location. In-store transfers allow for the internal transferring of item costs to other GL accounts. The cost is taken from the item's assigned cost account and transferred to the selected GL account. 

 In-store item transfers might occur when one or more items purchased from one account may need to be transferred to another account.

Example
Location A's bar runs out of limes for cocktail garnishes. Location A's bar takes four bags of limes from Location A's kitchen. Users can create an in-store item transfer that transfers the cost of the limes from the Produce Purchases GL account to the Bar Sales GL account.

Security

Navigation

To create a new in-store transfer, first navigate to the Transfers page.

From any tab, click the +Create button, hover over Transfer, and then select In-Store. this will open a new in-store transfer form. 

In-Store Transfer Form

Add Items

Once a location is selected, the +Add Item and +Bulk Add buttons will be enabled. Users can begin adding transfer items to the list.

Add a Single Item

To add a single Item to the transfer, follow these steps:

1. Click the +Add Item button.

2. A line will appear where the item details can be entered. Some fields will require a manual edit while others will auto-populate based on the manual edit of other fields. The required fields include the following:

   • Item - Manually entered

   • Unit of Measure- Auto-populated based on the item selected

     • Note: This field will only be editable if the Item has more than one UofM

   • Quantity - Manually entered

   • Each Amt - Auto-populated based on the current cost of the Item selected

   • Total - Auto-populated based on the Quantity Entered and Each Amt

   • Transfer To - Manually selected

   • Comment - Manually entered

3. Once the necessary fields are entered, users can press the Enter key to finish entering Items or click +Add Item to add another item.

Add Items in Bulk

Items can be added in bulk by item category by first clicking +Bulk Add button in the right corner of the Transfer Items grid.

In the box that appears, select the desired item category options. Then, click the Add # Items. All items will then be added to the Transfer Items list. 

Delete Items

If an item was added in error or is no longer needed on the Transfer form, delete the item by clicking the checkbox to highlight the item(s). Then, click Delete.

Submit and/or Unsubmit an In-Store Transfer

When an in-store transfer is completed, users can submit the transfer for approval. In-store transfers can also be unsubmitted.

Only users with the following permission can submit/unsubmit in-store transfers. 

• Food →  InStore Item Transfer →  Submit/Unsubmit InStore Item Transfers

Submit a Transfer 

Once the transfer form is complete and ready to be submitted, click Submit to submit the in-store transfer. The Submit button will only be enabled once all required fields are entered. 

Once the transfer has been submitted, it is sent for approval.  Users with the necessary permissions can review and approve or reject the in-store item transfer. Read more about reviewing and approving item transfers, here. 

Unsubmit a Transfer

If necessary, users can unsubmit an in-store transfer. Only transfers with a status of Submitted that have not been approved or rejected can be unsubmitted. 

Open the transfer that needs to be unsubmitted. Then, at the top of the form, click the Unsubmit button.  

Users will be prompted to confirm. Once the 'unsubmission' is confirmed, the Transfer form will return to draft mode, where it can continue to be edited or deleted if necessary.