Transfer Slip Overview
Transfer slips record the actual movement of merchandise out of the source store's inventory. Users can manually create a new transfer slip or generate a slip from a transfer order. A transfer slip specifies the source store (From Store) and target store (To Store), Transfer Date, Arrival Date, and the items being transferred. When the merchandise arrives at the target store, a user will create a voucher to receive the items into the target store's inventory.
A key preference setting controls what happens when you update a slip. By default, Prism will generate an ASN voucher when you update a slip. A user can then generate a voucher from the ASN. The preference can alternatively be configured to generate a voucher directly.
There may be discrepancies between the items/quantities recorded on the transfer slip and the receiving voucher. Any discrepancies must be resolved in Transfer Verification.A separate preference, "Verify Transfers Upon Voucher Update" if enabled, will auto-verify the voucher. Otherwise, vouchers must be verified in the Transfer Verification area.
Transfer Slip Permissions
You can control employee access to transfer features using the following permissions:
|Transfer Slip - Allow Edit Received Items||
This permission controls a user's ability to edit received quantities on a transfer voucher. In concept, a receiving clerk generates a transfer voucher from a transfer ASN.
(Note: The Override option is not available for this permission.)
|Transfer Slip - Allow Hold||Allow group members to hold a transfer slip|
|Transfer Slip - Change Associate on Updated Slips||Allow group members to change the Associate on a slip that has already been updated.|
|Transfer Slip - Change Store||Allow group members to change the store within the default subsidiary on a transfer slip.|
|Transfer Slip - Change Subsidiary||Allow group members to change the subsidiary on transfer slips.|
|Transfer Slip - Copy Former Slip||Allow group members to create a new slip by copying a former slip.|
|Transfer Slip - Create Slip||Allow group members to create a new slip using the New or Copy buttons.|
|Transfer Slip - Edit Former Slip||Allow group members to edit a former slip.|
|Transfer Slip - Print||Allow group members to print a slip.|
|Transfer Slip - Print Held||Allow group members to print a slip that is currently in a Held status.|
|Transfer Slip - Reverse Slip||Allow group members to reverse a transfer slip.|