Transfer Order Creation
Creating Transfer Orders
Start by selecting Wizard in the Merchandising/Transfer Order menu. This will bring up the Transfer Order Wizard screen, and Step 1.
Step 1: Select your Transfer Type, name your transfer order and enter an effective date.
- Transfer- In: Transfer of inventory into the store.
- Transfer- Out: Transfer of inventory out of the store.
- Inter-Location: Creates two Transfer Orders, one goes Out of one location and one goes IN to another location.
Step 2: Select the Source (where it's coming from) and Destination (where it's going to) locations.
Step 3: Select the Department(s) and/or Categories to transfer items from.
Step 4: Select how to pull the quantities to transfer.
- Order items based on store's re-order information: This will calculate the quantity needed based on the minimum reorder point and maximum restock levels, and what the current quantity on hand (QOH) is at. If the QOH is more than the minimum reorder point, then the item will not be placed on the order.
- Order all items at a fixed quantity: This allows you to set a fixed quantity for all items on the order.
- Order items that have recently sold: This will order the same quantity of an item that have sold between certain dates. For instance, if you sold 5 of item X between 1/1/2020 and 1/31/2020, then 5 will be placed on the transfer order.
Step 5: Generate the order. This will not PLACE the order, only create it. You can still add and remove items from the order after it's created. Verify the order is correct, and when ready, click Place Order. You will be asked to verify that you want to place the order, if so, click ok.
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Sending the order to your supplier or other location must be done outside of OpSuite. There are two (2) ways to download the order to send to your supplier.
- Print Transfer Order - This will generate a PDF order form for the Master TO and any individual store TO's (if multi-location).
- Export BarTender - This will generate a CSV file containing all of the information from the TO.
New (Transfer Order)
To create a new manual transfer order you will select Transfer Order and click New. This will bring up the Transfer Order Setup Information where you will select the Transfer Type (Transfer In, Transfer Out, or Inter-Location), enter a title for the transfer, and enter the effective date. Then click Create New Transfer Order.
Next, you will select which items you are transferring. For more information on adding items, click here.
Once your items have been added, save the transfer order then select Place Transfer Order on the top section of the screen.
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