Enter Department Transfers

Overview:

The Department Transfer feature can be used to adjust inventory item usage and costs when an item is purchased/expense to one Department (such as Food), but is then transferred to a different Department (such as the bar). An example of the entry grid is shown below:

Things to Know!

• Department Transfers can be used to adjust item usage and costs for items that are purchased in one Department but are then moved to another Department (an example = Kitchen to Bar).
• Please see this article on Department Transfers - FAQs for a full review of this feature.
• The Department Transfers feature must be enabled in your Company Settings.
• Each Inventory Item that is transferred will need to be duplicated and assigned to the Department it will be transferred to.
• There is a Department Transfer Worksheet that can be used to record transfers.
• Department Transfers will be included on the standard COGS-Well Transfer, Transfers by Item, and Transfer Journal reports.

Enter Department Transfer:

To enter Department Transfer, use the Sidebar to navigate to the Transfer menu option and then select the Enter Department Transfers feature from the submenu. Upon selection, you will land on a "Find Grid" that displays previously entered transfers:

Find Grid Definitions:

+ Add, Export, and Search Options:

• The blue "+ Add" button is used to add a new transaction.
• The "XLSX" button will export the information on the grid to a spreadsheet.
• The search option can be used to find any part of a word or date on the grid. Type in your search criteria to initiate the search. 

Edit/Delete: Click the button to the right of the row that you wish to edit or delete.

# of Transactions that Display: If you use the "Close Inventory" feature, and your Company Settings are not configured to hide Count transactions after a Count is Closed, you will see transactions before the most current count.

Special Find Grid Search, Filter, and Sort Tools:

• Magnifying Glass Icon: The magnifying glass at the top of each column in the above grid has a search function that enables you to search within that field. If you hover your mouse over the magnifying class you will see options to use to refine your search.
• Magnifying Glass and Calendar Icon: If a column has a magnifying glass and a calendar at the top of the column, the calendar can be used to select a date, and if you hover over the magnifying glass after you select a date, you will have options to refine the filter (such as equal to or greater than the selected date).

The Find Grid includes more tools to help you find, filter, or sort the information on the grid according to your requirements. Some of these tools are intuitive, but other helpful tools can easily be overlooked. Please click this link for more information on Find Grid Tools - FAQs.

Add Department Transfer:

Select the blue "+ Add" button at the top of the grid to enter a new Department Transfer. Enter the criteria for the new transfer:

Enter Department Transfer: Click the next button or the entry tab to enter the transfer item(s) and quantity. Items that have been configured as Source Items will display on the entry grid. In the below example, we have entered 1 pack of limes as transferred to the Bar:

Save, Save & Exit, and Exit buttons.

After you have entered the items and quantities that were transferred, you can select save or save & exit.  

Save - Saves the count without exiting.

Save & Exit - Saves and exits the count.

Exit -  Exit without saving.