New Transfer Slip

Limitations

• Transfer slips are created for a single subsidiary

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.    (Note: The Slip # field is not populated until the slip is saved or updated.)

Replication of Slips to RIL
The process for completing a transfer communications cycle differs depending on the setting of the preference "Upon Transfer Slip update generate  … " setting. This setting is located in Node Preferences > Transfers > General.
Upon Transfer Slip update generate Voucher

1. Create a new out slip.
2. A voucher is auto-generated.

 Upon Transfer Slip update generate  ASN (default)

1. Create a new Out Slip.
2. The slip is converted to an ASN.
3. Generate a voucher from the ASN.
4. Go into the Transfer Verification area and update the match.

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
When entering a fee on a slip, you can select a Fee Type (reason for applying the fee). Define Fee Types in Node Preferences > Transfers > General). If you have defined Fee Types in RIL, those will be replicated to RP Prism.

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 Preferences & Settings > Transfers > Comments, or add a new 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.