The system provides a way to move Direct Through Stock (DTS) material to another branch and location. For example, you have 100 ceiling fans marked as DTS in Branch 1, but Branch 3 is closer to the customer job site. You can transfer the fans to Branch 3 so it is easier for the contractor to pick up or quicker to have it delivered.
You can transfer DTS material from branch to branch and maintain the material in the DTS Queue. DTS transfers can only created through the DTS Queue. Once created, users cannot change the shipped and received quantities. If changes are needed, then the transfer must be canceled.
All Pricing, including COGS or COST, are set to $0 on the transfers because it has already been paid for by the customer.
Use the Transfer view in the DTS Queue to display the transfer order number. This displays only in the receiving branches in the DTS Queue.
To create transfer for a DTS order:
Select the products you want to transfer.
In the Action Qty column, enter the quantities you want to ship to another branch.
From the Order menu, select Create Transfer.
In the Enter Transfer To branch, enter the branch number to which you need to move the DTS material for better accessibility.
From the Transactions menu, select View Transfer to display the new transfer or Edit Transfer if you need to make changes.
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