Use the "View Transfers" tool to review transfers of supplier product between stores and/or warehouses. (steps)
Note: The View Transfers link will only appear for retailers designated as a "self-distributing chain." This refers to retailers supplying their stores through self-owned warehouses or distribution centers.
About Transfers and Item Ownership
When an item is transferred, inventories must be adjusted for both the sender and the recipient. The "from" inventory is reduced and the "to" inventory in increased. Within Scan Based Trading (SBT), the vendor (supplier) owns the product in the retailer's store. When a sale takes place, the vendor is reimbursed for his portion of the sale.
When different stores use different vendors for the same item, a transfer across vendors can require the transfer of ownership, generating credits and debits for each vendor as appropriate. Ownership of the item is displayed online in the From Supplier and To Supplier columns.
About Transfer Direction
The Direction column describes how the transfer data was sent to Park City Group. Due to data-system constraints, often times the From and To information must be sent as separate transactions. In other instances, the From and To portions can be sent as a single transaction. Park City Group differentiates between these using the following:
Complete Transfer: Transfer was sent as a single transaction, listing both the origin and destination locations.
From: Transfer information lists only the origin.
To: Transfer information lists only the destination.
As a general rule, store-to-store transactions are listed as Complete Transfers, and store-to-warehouse, warehouse-to-warehouse, or warehouse-to-store transfers are listed as separate From and To transactions.
Follow these steps:
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A. |
Select the Transfer Type (optional) |
From the Item Movement tab:
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B. |
Enter the Transfer From and/or Transfer To information. To narrow down your search, you can enter both.
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C. |
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Direction |
Direction describes how the transfer data was sent to Park City Group.
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Type
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The Type of locations transferred From and To.
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From Store ID
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The ID of the store or warehouse From which the items were transferred. |
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From Store Name |
The Name of the store or warehouse From which the items were transferred. |
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From Supplier |
The owner of the item at its origin.
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From Delivery Date
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The Date on which the items were removed From the store or warehouse inventory. |
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From Total Units Transferred |
The total number of items transferred From the location. |
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To Store ID
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The ID of the store or warehouse To which the items were transferred. |
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To Store Name
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The Name of the store or warehouse To which the items were transferred.
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To Supplier |
The owner of the item at its destination.
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To Delivery Date
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The Date on which the items were added To the store or warehouse inventory. |
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To Total Units Transferred |
The total number of items transferred To the location. |
New 11/11/2003