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:
| Permission | Description |
|---|---|
| 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. |