Inventory Restaurants: Creating Transfer Reasons

Overview

Transfer Reasons are used when recording discrepancies in delivery quantities, wastage transactions, supplier returns, and the transfer of stock to other accounts. They allow the user to select a reason from a pre-set list of applicable reasons, ensuring consistency across all sites.

Creating Transfer Reasons 

• To display the list of pre-set Transfer Reasons, select the Setup tab > All Options > Transfer Reason 
• To create a new Transfer Reason, select Create new Transfer Reason (see Fig.1)

Fig.1 – Browse Transfer Reasons Screen

The Transfer Reason can then be entered and a choice of where the reason will show in the system can be made.

• Enter a Reason Name

Please note: The same Transfer Reason can be set for use in multiple areas. Transfer Reasons can be set for the below areas:

• Wastage Reason – Will be available to select when recording a wastage transaction
• Transfer Reason – Will be available to select when recording an account transfer 
• Supplier Return Reason – Will be available to select when recording a supplier return
• Goods Receipted Adjustment Reason – Will be available to select when amending the quantity of a product in a pending Goods Received Note (GRN)
• Select Save and the Transfer Reason will then be available to be selected

Fig.2 – Add New Transfer Reason