Multisite Transfers – Best Practices

Transfers are a key piece of POSIM’s multisite integration, and making sure that your local POSIM settings at each site are correctly configured will greatly improve the consistency and reliability of inter-store transfers. Below are the recommended POSIM settings to select for best results with multisite transfers:

1. Transfer Options

To configure transfer options, navigate to Administration > General Preferences > Transfer Options. This section features a list of transfer posting requirements, which prevent the user from posting a transfer until the checked items are resolved. Check the box for any field to be required before posting.

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For best results with multisite transfers, check the following:

  • Require From (ensures that a sending store must be selected before posting a transfer)
  • Require To (ensures that a receiving store is selected before posting a transfer)
  • Require Shipped by (requires the user to fill out who is posting the transfer prior to posting)

Since multisite transfers will not post through to their intended destinations without a proper from and to destination, it’s highly recommended to require these two items at minimum before posting.

2. Transaction Numbering

To configure transaction numbers for transfers, navigate to Administration > General Preferences > Transaction Numbering. To change the numbering for transfers:

  • Select Transfers from the Card dropdown menu.
  • Check the Apply Defaults to All Workstations checkbox.
  • In the field next to Prefix pick a two-letter prefix that is unique to this individual store (unique transfer IDs for each location are required for multisite to function properly)
  • Type a number (typically six digits — 000001) into Next ID for POSIM to start with when generating IDs for new transfers.
    multisite transfers 2
    Select a unique transfer prefix for each of your store locations. This is required to ensure proper transmission of transfers across multsite.

3. Posting Transfers

To post a new transfer, navigate to Inventory > Transfers > Open Transfers.

  • Click the Add button to create a new transfer.
    multisite transfers 3
    A new transfer.
  • Fill out all necessary transfer information
  • Use the Lookup Items button to search for items to transfer, or add them to the transfer manually by typing or scanning their identifiers into an open SKU field.
  • If this is an outgoing transfer, QTY needs to be negative for all items. If there is a positive qty for any line on the transfer, it will not post through to its destination.
  • Refer to the multisite manual for additional information on Transfer fields.
  • Before posting, ensure that the desired From and To fields are selected.
    multisite transfers 4
    Transfer will not post across multisite without from and to selected.
  • Click post to send the transfer.
    multisite transfers 5

4. Receiving Transfers

When a transfer from another store posts across multisite, it will appear in the receiving store under Inventory > Transfers > Open Transfers. To receive a transfer:

  • Use the arrows at the top of the screen to scroll through available open transfers.
  • Verify that the items being received into inventory are correct (incoming items will have a positive quantity).
  • Click Post to bring the transferred items into inventory.
    multisite transfers 6
    Verify the open transfer before clicking Post to finalize.
  • After posting, a print preview of the transfer will appear.
    multisite transfers 7
    Preview of transfer printout after posting.
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