Setting up a Store Account as a Stock Transfer Location 1. Open and Login to the POS Works System Menu. 2. Navigate to Customer Details Program. 3. Create New Customer Id or Search an existing Customer using the Customer Search Function. I.e., Store name- Blooms The Chemist [LOCATION] is preferred.  You can find the guide here on Creating New Customer Profile. 4. Select Account Tab. 5. Select Open Account. Set Credit Limit. 6. Click to flag Store Account (for Stock Transfers). 7. Select Save.

As a member of the group, users can transfer stock to other Locations within your group electronically. The default transfer value is set at the store's last invoice cost, however the user has the power to over ride the cost by manually entering a different cost when the transfer is created. The SOH is reduced at the sending store but the ROS is unaffected as movement of stock via Stock Transfer are not included in the calculations for ROS. This prevents the ROS from being artificially inflated. Likewise the transfers are not included in sales reports as they would adversely affect GP otherwise. The Location Stock Transfer program produces a tax invoice & manifest to send with the goods being transferred. If your Target store has not been set up in the system please contact your Support Office. Once a Stock Transfer has been sent the Customer Account will be charged, the Invoice will automatically preview ready to be printed and sent with the stock. Alternatively the user could email the Invoice if required. Transferring Stock Out To perform a Transfer of Stock to another Location, the store location must be already set up as a Store Transfer Account in Customer Details. Please see here for guide on how to do this. 1. Open and Login to the POSWorks System Menu. 2. Navigate to Location Stock Transfer program. 3. Select New. 4. Enter the Target Location (Location stock is being transferred to). 5. Select Save. 6. In the grid, Enter the Item ID or Select Ellipsis to search and select items. 7. Enter the Transfer Quantity for each item in the Unit Qty Field. 8. Select Save. 9. Select Send provided everything is correct. 10. A Prompt message will appear - 'Are you sure you was to send Stock Transfer (#)? Yes/ No' 11. Select Yes. The store will be credited the stock value and a Tax Invoice will automatically be produced to send to the receiving store with the goods. The status of the transfer will now be displayed transmitted and the time / date will be logged against the transfer number. 12. Enter User ID and password. 13. Select Continue. 14. A Prompt message will appear. 'Stock Transfer (#) has been sent. OK' 15. Select OK. This will open PDF window displaying Stock Transfer Invoice 16. Select the printer icon to print. Package the stock and the paperwork together to send Surcharge on Cost Some stores load cost by 5-10% as a handling fee. These surcharges are entered into the Markup column of the Location Stock Transfer grid. Markup % can be added manually line-by-line against the individual items on the grid. To copy a Markup % entered against one line to the entire transfer click the curly arrow button in the markup column.

Receiving Transferred Stock In 1. Open and Login to the POS Works System Menu. 2. Navigate to Invoice Matching. 3. Select New. 4. Select Order Import/Match. 5. A Prompt message will appear- 'No Supplier has been set on the invoice. This means you will only be able to match Stock Transfers. Would you like to continue? Yes/ No' 6. Select Yes This will open Match Import window 7. Select required Transfer. 8. Select Import Store Transfer. 9. A Prompt message will appear- 'Are you sure that you want to import Stock Transfer (Location/ #)? Yes/ No' 10. Select Yes Program will return to previous window The items from the Stock Transfer will be imported into a New Invoice. 11. Check that information is correct: Supp Invoice #: = Store Transfer Invoice # Supp Inv Total: = Store Transfer Total on Invoice (Inc GST) Supp GST Total: = Store Transfer GST Total Invoice Date: = Store Transfer Date Invoiced (Optional) In [2] Notes Tab Name of person who checked off stock 12. Check item information is correct in the grid. 13. Select Accept. 14. Enter User ID and password. 15. Select Continue. 16. A Prompt message will appear- 'Would you like to generate labels for this invoice? Yes/ No' 17. Select Yes or No as required.

A Stock Transfer can be reversed and deleted if no longer required. The user is able to edit and delete Store Transfers by selecting the Reverse button from the top ribbon bar. Once selected, the user will be prompted to delete the whole transfer or edit individual Items. Where a user reverses a Transmitted Stock Transfer and does not want to resend it a message is displayed 'Would you like to set the status to deleted'. If No is selected, the user can edit the information and resend the transfer.  Once the receiving store has accepted the incoming store transfer, the reverse option will no longer be available. From the Stock Transfer Program 1. Search and Select required Transfer. 2. Select Reverse. 3. A prompt message will appear- 'Are you sure that you want to reverse Stock Transfer (#)? Yes/ No' 4. Select Yes. 5. Enter User ID and password. 6. Select Continue. 7. A prompt message will appear- 'Stock Transfer (#) has been reversed Would you like to set the status to Deleted? Yes/ No' 8. Select Yes. Transfer is reversed and deleted from system.

Some stores load cost by 5-10% as a handling fee. These surcharges are entered into the Markup column of the Location Stock Transfer grid. Markup % can be added manually line-by-line against the individual items on the grid. To copy a Markup % entered against one line to the entire transfer click the curly arrow button in the markup column. If you wish for a particular account(s) to always default to a specified Markup % each time a new transfer is produced populate the Markup % field with the desired value in Customer Maintenance as shown:

A store has old stock transfer invoices that they don't want to enter; can they be deleted? Open and Login to the POS Works System Menu. Navigate to the Invoice Matching Program. Select New. Tick Stock Transfer Invoice option then click the Import/ Match button. A list of stock transfers appears on screen and there is a button at the top left of screen labelled Close Off Old Transfer/ s.