Under normal circumstances, you will allow orders from one store to be returned add another store. Typically this is a convenience that your customers enjoy, and that you are willing to offer because unlike your single store competitors, you can.
When you return an order that was created in another store, the revenue for the transaction will go to the store that created the order, and the items that are returned will be transferred to the store that they were returned to.
Any money that you need to collect during the return process will go into your cash drawer. If you use integrated credit card processing, the money will go to your credit card processor. Because the revenue for the transaction will go to the store that created the order, but the receipts for the transaction may go to your store, you could see a difference between your cash to report and the export report for the store for the items were returned. To analyze these differences, you should run your Payments From Other Stores screen or report.
As you create and receive transfers from other stores, you may be in need of transfer reports to help you maintain your inventory that is migrating between stores. the following reports are available to you.
B-9-7 from the main menu
B – Reports
9 – Multi Store Reports
6 – Items to be Transferred Report
Description:
This report will show you a list of items in an Excel screen that are committed on a reservation or an order from one store, yet they are currently in another store.
How to run this report
1.Select a date range to run this report for.
2.click on the Excel button.
Results
You will be presented with a list showing you items that are on a contract from one store yet currently located in another store.
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B-9-3 from the main menu
B – Reports
9 – Multi Store Reports
3 – Merchandise Transfer Report
Description:
This report will list merchandise that was transferred from one store to another.
How to run this report
1.Select a company or leave blank for all stores.
2.Select a range of Manufacturers or leave blank for all.
3.Select a company to see merchandise transferred from that company or leave blank for all stores.
4.Choose whether or not to see invoiced only product.
5.Enter a date range.
6.Preview or print.
7.Use the "Print to Excel" button to display this information in a spreadsheet format. You will be prompted for a choice of either creating the spreadsheet for Orders or Work Orders. Once the spreadsheet screen appears, you may use it to sort columns, filter information in columns, and export this information to an Excel spreadsheet. Alternatively, you may print this spreadsheet.
Results
You will be presented with a list of merchandise that was transferred according to the criteria. This will include the date of the transfer, how many, who received it, and the cost of the items.
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B-9-4 from the main menu
B – Reports
9 – Multi Store Reports
3 – Planned Transfers
Description:
This report will list equipment that was entered on a transfer and flagged as planned
How to run this report
1.Select a company or enter 0 for all stores.
2.Enter a date range.
3.Preview or print.
4.Use the "Print to Excel" button to display this information in a spreadsheet format. You will be prompted for a choice of either creating the spreadsheet for Orders or Work Orders. Once the spreadsheet screen appears, you may use it to sort columns, filter information in columns, and export this information to an Excel spreadsheet. Alternatively, you may print this spreadsheet.
Results
You will be presented with a list of equipment that needs to be transferred to another store.
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B-9-7 from the main menu
B – Reports
9 – Multi Store Reports
6 – Items to be Transferred Report
Description:
This report will show you a list of items in an Excel screen that are committed on a reservation or an order from one store, yet they are currently in another store.
How to run this report
1.Select a date range to run this report for.
2.click on the Excel button.
Results
You will be presented with a list showing you items that are on a contract from one store yet currently located in another store.
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