How to Transfer Items From Headquarters (HQ) to Store 2 in QuickBooks Point of Sale Desktop

The transfer of merchandise from one store to another is done using a transfer slip.

A transfer slip is a transactional document that deducts the transferred merchandise from the source store’s item quantity (in this case HQ) and adds it to the destination store’s item quantity (in this case Store 2).

NOTE: The store receiving the transferred merchandise SHOULD NOT record the merchandise on a receiving voucher, as this will duplicate quantities.

Creating a transfer slip

1. On the HQ POS workstation, go to the "Inventory" menu at the top of the Point of Sale Home screen.
2. Click “New Transfer Slip” from the "Inventory" menu.
3. Specify the "From Store" (source of merchandise – in this case HQ) and the "To Store" (destination of merchandise – in this case Store 2).
4. List the items and quantities to be transferred.
5. Click “Save Only” (Unless you need to print, in which case, we need to be sure the printer settings are correct PRIOR to you printing anything).
6. NOTE: The transferred items will NOT appear in the destination store’s item quantities until a Store Exchange Cycle has been completed.

Store Exchange

(Please call the iPOS Support Team at (570)906-8598 option #3 before doing this for the first time so we can walk through it together.)

1. On the HQ POS workstation, go to the "Stores" menu at the top of the Point of Sale Home screen.
2. Click “Store Exchange Center”.
3. Click “Send”.
4. On the Store 2 POS workstation, go to the "Stores" menu at the top of Point of Sale Home screen.
5. Click “Store Exchange Center”.
6. Click “Receive”.
7. Process In the file that was received.
8. Click “Send”.
9. On the HQ POS workstation, click “Receive”.
10. Process in the file that was received.

Viewing item quantities at other stores

1. From the "Item List", display the item record by clicking “View Details”.
2. In the "Basic Info" section, click “Available”.
3. The "Available Quantities" window is displayed.
4. This window allows you to view the on-hand, on-order, and available item quantities as well as a list of open orders for your store.
5. Also displayed are item quantities at other stores, current as of the last completed Store Exchange.  If you run out of an item, you can use this window to see if another store has the item in stock.
6. You may also run an "Inventory by Store" Report.

• Go to the "Reports" menu at top of POS Home Screen.
• Click "Items", then "Multi-Store", and then "Store Inventory".