Create a Transfer

  1. From the Inventory menu, click Create Location Transfer.
  2. In the pop-up, select one of the following options:
  • Sender Initiated Transfer (default) – Select this if your location is sending products to another location. The From Location field defaults to the current location and cannot be changed. Select a To Location from the drop-down. (The list of locations may be limited to authorized "Transfer Locations", as configured in Enterprise Manager.)
  • Receiver Initiated Transfer – Select this if you are requesting products from another location. The To Location field defaults to the current location and cannot be changed. Select a From Location from the drop-down. (The list of locations may be limited to authorized "Transfer Locations", as configured in Enterprise Manager.)
  • Storage Transfer – Select this if you are moving products between storages within your location. The From Location and To Location fields will not display, since they are not needed.
  1. If necessary, edit the Transfer Date and/or the Reference Number for the transaction.
  2. Click Continue to open the transaction detail screen.
  3. Below, click the expander link for the type of transfer you selected to display further instructions.

 

  
  1. If necessary, Search by Product # or Name, select an option in the Filter by Template drop-down, and/or click the Funnel (Filters) icon at the top of the screen to filter by Category or any screen column.
  2. If no filters were applied, click Retrieve. There may be a Smart Pick button at the top of the screen.  See "Transfer Smart Pick" for details.
  3. Enter an Issue Quantity for each product that needs to be transferred. This number cannot be greater than the "Available" quantity. {Note)Closed: This restriction will not apply to "Non-Stock" products if the "Allow Transfer of Non-Stock Items with Insufficient Available Quantity" preference has been enabled in Enterprise Manager.
  4. For each product being transferred, select the Issue Unit that should be used. This will default to the inventory unit; the drop-down will also include any defined alternate count units and recipe units. The values displayed in the "Unit Price" and "Available" columns will be calculated based on the unit selected.  {Note}Closed: Net-Chef will remember your selection the next time you create a transfer.
  5. When ready, click Add Selected Products. A new screen will open, where the transaction can be reviewed before being saved.
  6. If necessary, repeat steps 6-10 to add more products.
  7. Enter a Transfer Memo (optional).
  8. When ready, click Submit. The transfer status (and product quantities) will be "In Transit" until the transaction is reconciled at the receiving location.

 

  
  1. If necessary, Search by Product # or Name, select an option in the Filter by Template drop-down, and/or click the Funnel (Filters) icon at the top of the screen to filter by Category or any screen column.
  2. If no filters were applied, click Retrieve.
  3. Enter a Request Quantity for each product that needs to be transferred. This number cannot be greater than the "Available" quantity.  {Note}Closed This restriction will not apply to "Non-Stock" products if the "Allow Transfer of Non-Stock Items with Insufficient Available Quantity" preference has been enabled in Enterprise Manager.
  4. For each product being transferred, select the Request Unit that should be used. This will default to the inventory unit; the drop-down will also include any defined alternate count units and recipe units. The values displayed in the "Unit Price" and "Available" columns will be calculated based on the unit selected.
  5. When ready, click Add Selected Products. A new screen will open, where the transaction can be reviewed before being saved.
  6. If necessary, repeat steps 6-10 to add more products.
  7. Enter a Request Memo (optional).
  8. When ready, click Submit. The transfer status will be "Requested" until the transaction is Reviewed at the sending location.

 

  
  1. If necessary, Search by Product # or Name, select an option in the Filter by Template drop-down, and/or click the Funnel (Filters) icon at the top of the screen to filter by Category or any screen column.
  2. If no filters were applied, click Retrieve.
  3. Enter an Issue Quantity for each product that needs to be transferred. This number cannot be greater than the "Available" quantity.
  4. For each product being transferred, select the Issue Unit that should be used. This will default to the inventory unit; the drop-down will also include any defined alternate count units and recipe units. The values displayed in the "Unit Price" and "Available" columns will be calculated based on the unit selected.
  5. When ready, click Add Selected Products. A new screen will open, where the transaction can be reviewed before being saved.
  6. If necessary, repeat steps 6-10 to add more products.
  7. Enter a Transfer Memo (optional).
  8. When ready, click Continue. The Reconcile screen will open immediately.

 

 

Note: Location Transfers may be generated automatically based on preference settings in Enterprise Manager.

 

 

 

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