Before proceeding with Sold Transfers make sure Enable Transferring of Sold Merchandise is checked in Preferences. See Sold Transfer Settings
A sold transfer is when an inventory item is located in 1 location but will be delivered from a different location. This also applies if an item needs to be received from a PO in 1 location and needs to be delivered from a separate location. To get this item from location a to the delivered location, a sold transfer is needed.
When selecting Process on the invoice you will now have a delivery branch appear in the Processing Options. You can change the delivery Branch before pressing the process option.
If selecting Manually Process:
After selecting ‘Change’ the options are now available to Process From and Deliver From. Make these selections and process like normal.
Pending Sold Transfers by Destination Branch Report # 523
Pending Sold Transfers by Origin Branch Report # 522
Will provide what invoices have sold transfers that have not been completed.
Once ready to Transfer the item(s) to the correct branch to deliver. Start a ‘New Transfer’
Select the correct branch the item(s) are coming from and to
Select the Auto Fill Sold option and all of the outstanding sold transfers will populate.
At this point process and complete the transfer like normal.
Once the Transfer has been completed the invoice will reflect the correct branch that the item is at.