This process is not for stores that are using the multi-store version of Paladin Point of Sale. Multi-stores can use the F7 Transfer feature to transfer inventory.

Use these procedures if you are a transferring between stores that are using the single-store version of Paladin Point of Sale. Both stores must follow their respective procedure to correctly record the transfer and update their stock on hand.

This KBA contains two procedures

Terminology: The “sending store” will be transferring items to the “receiving store”.

How to process the transfer in the sending store

Tip Paladin recommends that you create dummy suppliers in Paladin for all stores. You can do this in Paladin Configuration (File menu > click Setup) on the Suppliers tab.

Before you transfer the items:

  1. Open the PO module.
  2. Select the Supplier that represents the “receiving store”.
  3. On the purchase order (PO), add the items that will be transferred with negative quantities. Negative quantities are required because the items will be leaving your store.
  4. Click Confirm PO (or press F8) and then click Buy or press F1.

After the items have left your store:

  1. Open the PO module.
  2. Click Mode or press F5 to change to Receive mode.
  3. Click Find PO or press F6.
  4. Double-click the transfer PO you created.
  5. Click Process or press F8.
  6. Click Process or press F1 to close the PO and update your SOH.

How to process the transfer in the receiving store

Tip Paladin recommends that you create dummy suppliers in Paladin for all stores. You can do this in Paladin Configuration (File menu > click Setup) on the Suppliers tab.

Create a PO for the transfer items:

  1.  Open the PO module.
  2. Select the Supplier that represents the “sending store”.
  3. Add the items and quantities that will be transferred to your store.
  4. Click Confirm PO (or press F8) and then click Buy or press F1.

After you receive the items in your store:

IMPORTANT: To ensure your stock on hand (SOH) quantities are accurate, make sure the transferred items are physically at your store before you perform these steps.

  1. Open the PO module.
  2. Click Mode or press F5 to change to Receive mode.
  3. Click Find PO or press F6.
  4. Double-click the transfer PO you created.
  5. Click Process or press F8.
  6. Click Process or press F1 to close the PO and update your SOH.

If you have questions or suggestions about this information, contact support@paladinpos.com.

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 6/17/21