Order Entry

Branch Transfers

1. Use menu 1.2 to create an order.
1. For the Co#, enter the co# for the branch you are ordering from (01 – store 1, 02 – store 2, etc.)
2. For the Customer number, enter your branch’s customer number. If you need the parts in store 01 = S01, in store 02 = S02. 
3. Leave the PO field blank – very important
4. Enter the items you want to transfer
5. Create the pick ticket
   
2. The store where the pick ticket was printed in pulls the prods.
   
3. When the transfer pick is finalized – It will prompt you to do a PO Rolldown (ONLY if the PO field is blank)
1. Answer Y to create the PO automatically.
   
4. Print the PO at the appropriate store.
   
5. When the product is transferred it must be received into the store’s inventory that needs it.  
   
6. Receive product into stock via normal receiving methods using PO# created in step 3.

(updated 3/21/07)