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Inventory Transfers

Updated over 3 weeks ago

Direct Transfers through Inventory Screen in Point of Sale System

  1. Introduction

    • Gary from HomeSource discussing direct transfers through the Inventory screen in the Point of Sale system.

  2. Accessing the Inventory Screen

    • Click Menu button.

    • Navigate to Inventory.

    • Choose between model, serial, or packages tabs.

  3. Types of Transfers

    • Physical transfer between stores.

    • Direct transfer within the same location or warehouse.

  4. Direct Transfer Scenario

    • Moving products within the computer system.

    • Example: Moving a product from warehouse to sales floor in the system.

  5. Search and Sorting

    • Search by model number.

    • Sort by brand, product group, category, type, location, etc.

  6. Performing Transfers

    • Individual transfer: Click green transfer button on specific line.

    • Bulk transfer: Use bulk transfer button for multiple items in the grid.

  7. Step-by-Step Transfer Process

    • Select item to transfer.

    • Specify quantity to move.

    • Choose destination location.

    • Review and confirm transfer.

    • Complete transfer to update inventory location.

  8. Serial Tab

    • Access serial numbers for specific items.

    • Move individual serial numbers to correct locations.

  9. Tracking Movement

    • Expand button to view movement history of specific items.

    • Track orders, scans, and movements within the system.

  10. Final Notes

    • Ensure inventory location in the system matches physical location.

    • Transferring to different locations requires a transfer request.

  11. Conclusion

    • Direct transfers streamline inventory management within the same location.

    • Thank viewers and conclude the tutorial.

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