Department Transfer Worksheet
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).
The Department Transfer Worksheet can be used to record Department Transfers before entering them into COGS-Well. An example of the worksheet 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 for the features to be included in your navigation menu.
- 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 Entry feature that can be used to enter Department Transfers.
- Department Transfers will be included on the standard COGS-Well Transfer, Transfers by Item, and Transfer Journal reports.
Department Transfer Worksheet:
To print the Department Transfer Worksheet, navigate on the Sidebar to the Transfer Menu Option and then select the Department Transfer Worksheet. You will land on a parameters display like the one in the example below:
Transfer Date: Use the calendar icon to select the date that the transfer will be made.
Site: Use the drop-down to select the Site that is making the transfer.
Print: Click on the printer icon in the worksheet toolbar to print the worksheet.
Click on the up arrow icon if you want to go back to the worksheet parameters. Click on the blue close button to close the worksheet.