Updated: July 9, 2021 11:32am

Chapter 25. Transfer Slips

Prism 1.14.7 User's Guide Chapter 25. Transfer Slips PDF

Prism 2.0 User's Guide Chapter 25. Transfer Slips PDF

About Transfer Slips
Transfer Slips record the actual movement of merchandise out of the source store's inventory.
You create a transfer slip when you are ready to transfer merchandise out of one store and into another store (or stores). You can generate a slip from a transfer order or create a new slip that references a transfer order.  Slips list the source store (From Store) and target store (To Store), the date of the transfer, the expected date of arrival, and a list of the items being shipped. When the merchandise arrives at the target store, create a voucher to receive the items into the target 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. You can then generate a standard receiving voucher from the ASN. Alternatively, you can configure Prism to generate a voucher. A separate preference, if enabled, will auto-verify the voucher.
Admin Console > Preferences > Transfers > General:
transfer slip preferences
 
New Transfer Slip    
1.    Select Store Operations from the Prism Menu.     
2.    Click the Transfers button.    
3.    Click the New Transfer button.     
4.    Select the To Store from the dropdown. This is the store to which the merchandise will be sent.    
5.    Navigate to the Item Lookup field. List each item being transferred by scanning the barcode or typing the UPC. Alternatively, you can use the Advanced Lookup button to search Inventory and select slip items.    
6.    Edit the Qty field for each item to the quantity being transferred.    
7.    To enter fees, freight or comments, tap or click the Slip Details button.     
8.    When finished, tap or click the Update Only button.     

Sample New Slip:
Sample new slip

Slip #
The Slip # field is not populated until the slip is saved or updated.

Advanced Item Lookup on Slips
When using Advanced Item Lookup, enter the Doc Qty for each item to be listed on the slip. Click the Add Selected button to bring each item with a Doc Qty to the slip. Note: It is not necessary to select the Check Mark on the side of the grid. Simply enter the Doc Qty for each item you want to list and click the Add Selected button.

Fees on Slips
Note: When entering a fee on a slip, select a Fee Type. The Fee Type indicates the reason for applying the fee. The Fee types available for selection are defined in Node Preferences > Transfers > General.
1.    On a slip in progress, tap or click the Slip Details button.     
2.    On the General tab, select a Fee Type and enter the Fee Amount.    
3.    Click the Close button.   
Freight on Slips
1.    On a slip in progress, tap or click the Slip Details button.    
2.    On the General tab, enter the Freight Amount.    
3.    Click the Close button.     

Comments on Slips
The Comment field on slips enables retailers to capture information related to the transfer. When entering a comment, users can select from one of the comments defined in Node Preferences > Transfers > Comments or type a freeform comment.
New comments can be added to a slip using the following steps. If you add a comment, the comment is specific to the voucher and is not added to the list of comments defined in Preferences.
1.    On a slip in progress, tap or click the Slip Details button.    
2.    Click the Comments tab.     
3.    Click the Add button.     
4.    Select a Predefined Comment from the dropdown.    
5.    Click the Checkmark button.     
6.    Click the Close button.     

Slip Fields
The following table lists the fields displayed on a new slip.

Field Description
From Subsidiary Subsidiary the merchandise is being transferred from.
From Store Store the merchandise is being transferred from.
To Subsidiary Subsidiary the merchandise is being transferred to.
To Store Store the merchandise is being transferred to.
Associate Employee creating the transfer slip.
Slip # Document number assigned to the slip.
Ref Doc # The document number of the document referenced on the slip.
Ref Doc Type The type of document being referenced (e.g. purchase order)
TO# Transfer order number.
Created Date Date/Time the slip was updated.
Last Edit Date Date/Time the slip was last edited.
ETA Date The date the shipment is scheduled to arrive.
Post Date Date/Time the slip updated inventory.
Carrier The carrier used to ship the merchandise.

Transfer Slip Lookup
1.    Click the Retail Pro button in the lower-right corner.    
2.    Select Store Operations.    
3.    Click the Transfers button.    
4.    Click the Transfer Slip Lookup button.     
5.    Enter filter criteria. Documents that match the criteria entered will be displayed.
From Date/To Date: Enter a date range. Documents within the range will be included.
Slip Number: If you know the slip number, enter it.
From Store: Select the source store for the transfer.
To Store: Select the destination store for the transfer.
Associate: Select the employee who created the slip from the dropdown.
6.    After entering filter criteria, tap or click the Search button.     
7.    A list of matching documents is displayed. Select the check mark for the document you want to view and then click the View button.     

Pending Transfer Slips
1.    Select Store Operations.    
2.    Click the Transfers button.    
3.    Click the Pending Transfer Slips button.     
4.    Enter filter criteria. Documents that match the criteria entered will be displayed.
From Date/To Date: Enter a date range. Documents within the range will be included.
Slip Number: If you know the slip number, enter it.
From Store: Select the source store for the transfer.
To Store: Select the destination store for the transfer.
Associate: Select the employee who created the slip from the dropdown.
Type: Normal, Reversal, or Reversed.
Held: If selected, held documents are included in the search.     
5.    After entering filter criteria, tap or click the Search button.     
6.    A list of matching documents is displayed. Select the check mark for the document you want to view and then click the View button.     

Document Designs for Slips
Retailers can use RP Prism Document Designer to customize the print design used when printing transfer slips. Navigate to the …\Program Files (x86)\RetailPro\DocumentDesigner folder and launch DocumentDesigner.exe. Select Transfer Slips in the Area dropdown and Slip in the Document dropdown.

Displaying Serial Type, Lot Type on Transfers
Within the Prism database, the SerialType and LotType fields are stored as numbers. This section explains how to configure document designs to display the plain text value on printed documents instead of a number.
To display a plain text value for SerialType or LotType fields, you must add an "onBeforePrint" method for the field(s). Within the method, list each number value that can be assigned and the desired string that you want displayed instead of the number. Within the switch statement, be sure to enter the most common value for the field as the "default" case.

Replication of Slips
For transfer slips to replicate correctly between a store and its POA and between the POA and RIL, you need to create the necessary profiles and assign the correct resources.
To send transfer documents from a store to its POA, create a Prism-to-Prism profile and only send documents.
To send transfer documents from the POA to RIL, create a Prism-to-RIL profile and only send documents.
Here are the specific transfer-related resources:

  • transferslip
  • transferorder
  • transrule
  • tranfeetype

Availability Checking for Slips
Retailers can have Prism perform availability checking on slips. This enables retailers to verify the quantity listed on an out slip is on-hand in the source store's inventory. If the quantity specified on the slip exceeds the current OH Qty in Inventory, Prism will display a warning.
In most cases, stores want to transfer excess inventory. If a store were to transfer out its entire stock of an item, then the source store will end having to place a new order, which negates the benefit of the transfer from one store to another. By enabling the Availability Checking preference, retailers will be alerted whenever the quantity on an out slip exceeds the current OH Qty.
To access the preferences, in the Admin Console go to Node Preferences > Transfers > General. Navigate to the Availability Checking dropdown. If set to Check OH Qty, quantities will be checked whenever an item is listed on a slip. If set to None, no checking is done. By default, availability checking is disabled.
Multi-Store Transfers
On a multi-store transfer, you first create a transfer order that lists the items and the quantity of each item to be transferred to each store. In such a case, when you select Options > Generate Slips from the TO, multiple transfer slips will be generated, one for each store.
You can then go into the ASN Lookup area and find the ASNs. There will be one ASN for each slip. When doing transfer verification, you will see
Multi-Store Transfer: How to tell which ASN is for my store
The Store field on the ASN displays the target store; that is, the store where the merchandise will be received.
Reverse Slips
Reversing a slip "undoes" the effects of the original slip, returning item quantities to the state they were in before updating the original slip. This means that the item quantities are returned to the source store for the slip. If the original document referenced an order document, reversing it also updates the order document's fill status and balances.
1.    Use Transfer Slip Lookup to find and display the slip you want to reverse.     
2.    With the slip displayed, click the Options button.    
3.    Click Reverse Transfer Slip    
4.    A confirmation is displayed. Click OK to continue.    
5.    Select the reason and click OK.    

A new document will be created [and not shown to user]:
    a) with the same items' quantity but
    b) with mirrored From store and To store.
    c) initial slip will be referenced document
    d) If slip requires comments, then user will be shown a window for entering these;
    e) if slip requires a reason, then user will be shown a widow for entering that;
    f) the new slip will be auto updated and sent to RIL after update,
    g) the initial slip will be updated with information about the new slip as a referenced document and replicated
    h) a new transfer voucher will be created and updated for 'Store To' of the initial slip and with type Return
Slip Type for Reversed Slips
The Slip Type used to describe reversed slips differ slightly between Prism and RIL. Refer to the following table. When looking up slips, you can search by the slip types of Reversed or Reversal.

  Prism RIL
Original Reversed Document Reversed Reversed
New document created to undo the original document Reversal Reversing

Options Button Menu on Slips
Use the Options button on the slip form to go immediately look up a slip, pending slip or to print tags.

Option Description
Transfer Slip Lookup Opens the Slip Lookup area.
Pending Transfer Slips Opens the Pending Slip Lookup area
Reverse Transfer Slip Reverses the slip.
Print Tags Opens the Print Tags modal to print tags for the items on the slip.