Outgoing: Creating a Transfer Out

Transfer Out contains items that your store is sending to another location. In POS Pro, it is possible to create a Transfer Out without a Transfer Order.

To do so, in POS Pro:

  1. Tap Shipments in the app’s Home Screen navigation panel or in the fly-out More menu (the location of the button is defined by your custom settings).

  1. In the Outgoing tab, tap New Outgoing.

  2. In the New Outgoing dialog that opens, define the target location and tap Create in the upper right corner.

  3. Once the Transfer Out has been created, its Document tab will display. In that tab, indicate:

  • transfer reason
  • ship method
  • tracking number

  1. Tap Items to open the Items tab. Initially, the Items tab contains no items. There are two ways you can add items to the list:

    • scan the item’s barcode (preferred)
    • enter the item’s UPC, PLU, CLU, or your item’s description in the Item Search field

  2. You can scan each item (multiple quantities), or once an item has been added, you can manually configure its Out Qty. To do so, swipe the required item row left and tap Edit.

  1. If necessary, to print tags for all items or a mailing label, tap Print in the upper right corner of the screen.

Also, to automatically print a transfer memo on finalizing, turn the Print on Finalize switch on.

  1. To save the Transfer Out without finalization, tap Hold in the upper right corner. On tapping, the Transfer Memo Out is automatically sent to the email address defined for that location in CHQ.

  2. Tap Finalize.