Transfers

The Transfer function allows the transfer of stock from one location to another to be managed through the POS4 system.

Setup and requirements

  1. Setting up the database:

    In the ResolutPOS database add the following lines to the Parameters table:

    • ItemTransfer.AllowCancelTransfer

    • ItemTransfer.AllowEnterReference

    • ItemTransfer.AllowEditTransfer

    • ItemTransfer.AllowQty

    • ItemTransfer.InvalidateWrongTransfer

    • ItemTransfer.ScanItemsOnReceival

    • ItemTransfer.SendingEmployeeCanBook

    If items should be scanned on recieval, set ItemTransfer.ScanItemsOnReceival to “1”. R36 fig1

    If items should not be scanned on recieval, set ItemTransfer.ScanItemsOnReceival to “0”. R36 fig15

    In the POS database add the “AppItemTransfersV2” line to the ApplicationCommands table. R36 fig2a

    In the BOS database add the “POS Transfer” line to the “ClientMenu”.
    R36 fig2

    In the BOS database apply patch: 365_PosInventoryList_Patch01.sql

    In the Ticket storage database apply patch: StockDocumentTable_Patch01.sql

  2. Setting up the Resolut BOS Client

    The transfer report module can be added through the menu editor. Go to Menu Editor > New Record and add module code 422.
    R36 fig3a2

    A cashier that wants to do transfers must be assigned a role that has the POS Transfer access key and Transfer report key allowed. When the access right is synchronized to POS, it will be applied to the user on his next signon to the POS.
    R36 fig3b2 R36 fig3c2 R36 fig3d

  3. Setting up in POS4

    In the menu editor, the transfer button must be configured.
    R36 fig4

  4. Incorrect transfer notification

    When a transfer is incorrect, the user can be notified by email. This can be configured in “PosModuleExporter”. E-mail addresses can be added to the last key.

    <appSettings\>

<add key="MailServer_Host" value="mail.bovertis.nl" /\>

<add key="MailServer_Port" value="25" /\>

<add key="MailServer_UserName" value="" /\>

<add key="MailServer_Password" value="" /\>

<add key="ItemTransfer_NotificationsEnabled" value="1" /\>

<add key="ItemTransfer_NotificationsAddresses" value="test1@bovertis.nl , test2@bovertis.nl" /\>

</appSettings\>

Usage

  1. Creating a transfer

    A user with the right to transfer can create a transfer by selecting Transfers > New Transfer
    R36 fig5 R36 fig6

Select a destination store.
R36 fig7

Then scan the products with a scanner or manually input the barcode. Lines can be removed.
R36 fig8

After confirming the transfer, it is stored and the receipt is printed. The barcode on the bottom will be scanned when receiving the transfer.
R36 fig9

  1. Cancel a transfer

    To cancel the transfer before the items are sent to the store, open the transfer module and scan the transfer barcode. The transfer must be canceled in the same shop where it was created. After confirming, the transfer is canceled.
    R36 fig10

  2. Receiving a transfer

    Open the transfer module and scan the transfer barcode. If the shop id does not match the destination of the transfer, the transfer is canceled and must be returned to the sending store. If the transfer was already booked or cancelled, a message is shown.

a) Scan items on Recieval The user must scan all the items and confirm.
R36 fig11

When there is a difference the message ‘transfer incorrect, please correct or cancel’ is shown. When the transfer is incorrect, the employee can cancel the transfer and the transfer must be returned to the sending store.
R36 fig12

b) Full booking of transfer on Recieval The user must verify the items in the transfer. If the content matches, the transfer can be booked. R36 fig16

  1. Cancel an incorrect transfer (returning)

    When a transfer was delivered in the wrong store, or if there was a difference upon delivery, the goods must be returned to the sending store.

    In the sending store, open the transfer module and scan the transfer barcode. The POS recognizes that the transfer was created in this store and cancelled in another store, and asks;

    “Transfer was delivered to the wrong store. Can you confirm all items returned?”

    or

    “The receiving store found differences. Can you confirm all items returned?”

    When this is confirmed, the transfer is cancelled.
    R36 fig13

  2. Transfers report

    In the ResolutBOS client, in the Transfer report module, the user can see information about finished transfers.
    R36 fig14