Transferring Inventory

The Transfers feature is where you can enter and track inventory transfers to and from your restaurant. Each site in the transfer process must make a corresponding, matching entry; i.e., if you make a Transfer Out entry to transfer product from your site, the receiving site must also enter a matching Transfer In entry for the product. This can be done by using the Accept transfer feature to accept or finalize a transfer that has been initiated by another site. MenuLink Client considers a transfer entry without a matching entry to be a ‘pending transfer.’ In addition, if any of the information in each corresponding transfer entry does not match (for example, the transfer quantities do not match), MenuLink Client tags the transfer as ‘mismatched.’

Note: To ensure accuracy and to help prevent theft, all information in the corresponding transfer entries must match exactly: the Transfer ID, Item(s), Units, Quantity, Price, and Total. If any information does not match, the entry must be corrected by one of the sites.

If the matching entries are correctly entered and the product received, MenuLink Client deducts from your inventory the amount of product transferred from your restaurant. When you receive a transfer of product from another restaurant, the system adds the amount of product into your inventory. Inventory includes transfers when calculating your theoretical inventory.

The Inventory — Transfers screen is organized into four tabs:

Field	Description
Tabs
All Transfers —This Site	This tab lists all transfers (completed, pending, and mismatched) for your site that are within the start and end dates. In this tab, you can enter new transfers, lookup existing transfers, and unapproved existing transfers.
Pending — My Site	This tab lists transfers that were entered at your site, but the other (transfer) site has not made a corresponding entry yet. You can delete pending transfers in this tab.
Pending — Other Sites	This tab lists transfers that were entered at another site, but your site has not made a corresponding entry yet. You can accept transfers from this tab.
Buttons
	Deletes a pending transfer.
	Prevents the transfer from affecting your inventory, but does not delete the transfer. This can be useful to allow the other site to adjust the transfer before you accept it.
	Accepts a transfer that has already been entered from another site. You are able to make changes if necessary.
	Creates a new inventory transfer for items received from another site. If the corresponding transfer has already been entered, you should click Accept instead.
	Creates a new inventory transfer for items given from another site. If the corresponding transfer has already been entered, you should click Accept instead.