Transfer

This screen is for recording inventory transfers between schools.

NOTE:You must have security access to the From site in order to process or view transfers.

• Click the button to create a transfer.
• Check the box next to a Transfer and click the button to display details of the transfer.
• Click the button to attach documents to a transfer. Please see Administration: Vendor Setup: Document Cabinet for complete instructions.

Create New

Transfer #

• Select the transfer date from the Transfer Date dropdown list.
  • The On Hand quantity will be based on the transaction date entered.
• Select the site to give the transfer from the From Site dropdown list.
• Select the site to receive the transfer from the To Site dropdown list.

Transfer Items to Site #:

This grid displays the items being transferred.

• Click the green plus sign to add a row to enter in an item to add.

Available Items at Site #:

• Click Load Items to load all the items on hand at the From Site.
• This screen shows the On Hand in a summarized decimal format. If you want to see the details, you can use the View FIFO button of the On Hand Report.
• Enter the Primary or Secondary quantities to be transferred.
• When you are finished, click Save.

• Click Save, Update On Hand and Close to process the transfer immediately.
• Click Cancel if you do not want to complete the transfer. The transaction will not be saved.