Not all my stores are using GlobalTill yet, how do I record a store to store transfer?

  Before you start

The work arounds for store to store transfers in this article are recommended for non-regulated industries. Processing a store to store transfer through a reverse supplier invoice, through the customer order system, via bulk adjustments or through any means other than the transfer system, will impact the output of GlobalTill's automated compliance reporting. If you work in a regulated industry, like cannabis, we recommend reaching out to your support contact before using any work around.

Question

I'm in the process of converting my multi-store business to GlobalTill from another POS provider. How do I record a store to store inventory transfer between a location using GlobalTill and a location still using my legacy POS?

Answer

Once all stores are converted to GlobalTill, transfers can be processed through the transfer system and paperwork becomes automated. In the meantime, we suggest one of the two following work arounds.

Record the transfer using a reverse supplier invoice

Create a reverse supplier invoice to record the transfer of inventory in your GlobalTill location. The caveat is that you must override units per case to one unless transferring entire cases only.

1. Set up a new supplier to record the transfer, see the article How to create a supplier.
2. Create a reverse supplier invoice, see the article How to process a return on a supplier invoice.

Record the transfer using the customer order system

Another option is to record your transfer through the customer order system. While this involves more initial set-up, it allows stores to record the transfer of products at cost. 

1. Set up a cost + 0% price book, see the article How to create a price book.
2. Set up a customer profile for a transfer customer, see the article How to create a customer profile.
3. Apply the cost + 0% price book to the transfer customer profile, see the article How to apply a price book to a customer profile.
4. Process the transfer as a customer order under the transfer customer profile, How to create a customer order and How to process a customer order.

Both options provide a suitable work around for recording a store to store transfer, the recommended option will depend on your retail operations. A store using financial forecasting, or an integrated accounting package may choose to transfer via customer orders so the items are transferred out at cost. In comparison, a store who's primary goal is to record the reduction in inventory with minimal set-up would most likely prefer using a reverse supplier invoice.

Frequently asked questions

1. Can I use the bulk adjustments feature to record the reduction in inventory?
   Using bulk adjustments will record the reduction of inventory from the store to store transfer and can be suitable for smaller, infrequent transfers. The disadvantage of using bulk adjustments to record a store to store transfer is the lack of tracking and visibility. For this reason, we recommend using one of the two options presented in this article.