Creating a Transfer Entry

The following instructions describe how to create a Transfer In or Transfer Out entry. Keep in mind that the each site must have corresponding and identical transfers for MenuLink Client to complete them.

Note: Some transfer functionality may be limited by your system administrator. For example, you may only have the ability to create Transfer Outs to prevent redundant transfer entries.

Note: Each transfer can only be to or from a single site; multiple sites cannot be selected.

Tip: If another site has already created a Transfer Out entry to transfer product to your site, you can automatically create a Transfer In entry in the Pending -- Other Sites tab. See ‘Accepting a Transfer’ on page 91.

1.	On the Inventory Switchboard, click Transfers.

2.	Click New Transfer In or New Transfer Out.

Select the type of transfer you are creating.

3.	In the Transfer In or Transfer Out screen, enter the transfer number in the Transfer ID field. The number should have a maximum of 14 characters and can include letters. Note: Your system administrator may have this field automatically populate, like in the example below.

The Transfer In screen is identical except that the title is Transfer- In and Transferring From appears instead of Transferring To.

4.	Select a site from the Transferring To or Transferring From drop-down list.

5.	If entering a Transfer In, verify and enter the Transfer Time.

6.	Select the item being transferred from the Item Name drop-down list.

7.	In the Units field, select the transfer units.

8.	In the Qty field, enter the quantity transferred. This quantity must be based on the unit of measure that you selected in the Units field.

9.	The Price that appears is the last price paid. Depending on the security setting, this may or may not be available for change.

10.	MenuLink Client automatically calculates and fills in the Total (Price x Quantity).

11.	Repeat steps 6-9 for each additional item you are transferring to or from the same site.

12.	Click Save after all items have been entered for this transfer.

13.	Click Print to print this transfer

Accepting a Transfer

If another site has already created a transfer entry for items being transferred to or from your site, you can automatically create a corresponding transfer entry by accepting the transfer in the Pending - Other Sites tab. Accepting a transfer saves time and eliminates the possibility of accidentally creating a mismatched transfer.

To Accept a Transfer:

1.	On the Inventory Switchboard, click Transfers.

2.	In the Inventory - Transfers screen, click the Pending -- Other Sites tab.

3.	Select the transfer you want to create a matching transfer entry for, and then click Accept.

The Transfer In or Transfer Out screen appears.

The Transfer Out screen is identical except the title is Transfer- Out and Transferring to appears instead of Transferring From

4.	Verify the information in the transfer entry is correct. If it is not correct, you may adjust it here. Note that the corresponding transfer must also be adjusted or a mismatched transfer will result.

5.	Click Print to print the accepted transfer.

Deleting a Transfer

You can delete a transfer from the All Transfers -- This Site tab or from the Pending -- This site tab.

Warning: Use caution when deleting a transfer, as there is no ‘undo’ if you accidentally choose the wrong transfer.

To Delete a Transfer:

1.	On the Inventory Switchboard, click Transfers.

2.	Click the Pending – This Site tab

3.	Select the transfer you want to delete, and then click Delete.

Note: You can only delete transfers that you have created. If a corresponding site has created an incorrect transfer, that site is responsible for deleting or modifying it.