The Item Transfer form allows you to record Item Transfers between Locations. This will ensure your costs are transferred accordingly. 


To review existing Item Transfer records, open the ‘Inventory Transactions’ list in the Operations module:




Create an Item Transfer



To create a new Item Transfer, hover over the 'Item' menu, then the 'Transactions' sub-menu and select 'Item Transfer'. The Item Transfer form will open in a new tab. 



Item Transfer Form



Step 1: Update the Header fields

 
Number: The transaction Number is auto-generated and should not need to be changed.  The Number prefix can be adjusted on the Autonumbering page
Date: The date of the Item Transfer
Transfer From: Restaurant item is being transferred from
Transfer To: Restaurant item is being transferred to
Comment: Summary comment regarding the transfer


Step 2: Enter the item, quantity and a detail comment (comment is optional) of each item being transferred and click 'Add' to add each line item



Step 3: Once you have completed the header and added all the items being transferred, select ‘Save’ in the top ribbon.  


Step 4: Now that you have saved the ‘Item Transfer’ you can print a ‘Transfer Sheet’.  To do so, hover over the 'Action' menu and select ‘Print Transfer Sheet’.



A new window will appear. Click on the 'Save' icon to create PDF and print.



Now that you have printed the transfer sheet, select ‘Save & Close’, or 'Approve & Close' to finalize the transfer.