Accessories Process using Frame Transfer

Owned by Susannie Tiempo
Last updated: Mar 08, 2024
2 min read

 

Overview

For transferring accessory stocks to your stores or another warehouse, the Frame Transfer feature within your inventory system is designed to facilitate this process.

Creating a Transfer

Step 1: Navigate to the Frame Transfer Section

  • Go to the Frame Inventory.

  • Click on the Transfers navigation menu.

Step 2: View Transfer Documents

  • This page will show all outgoing transfer documents related to your current warehouse.

  • Select the destination account to which you want to send the accessories.

  • If you want to track the current usage of the accessories you are transferring (relevant if their replenishment method is Quantity Replenishment), check the box for Adjust quantity used?

 

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Step 3: Create a New Transfer

  • Click the Create button at the top of the page.

Step 4: Fill in Transfer Details

  • A menu will appear. Here, you will need to select a Transfer Type, an Origin, and a Destination.

  • Important: Ensure the AcuityLogic Order? flag is not checked. Otherwise, the frame transfer will be included on the “Shipped.dat” file that is sent to AcuityLogic.

Step 5: Submit Your Transfer

  • Click Submit to finalize.

  • Your new Transfer Document will now appear on the screen.

Adding Accessories Items to Your Transfer

Step 1: Open Your Transfer Document

  • Access this by clicking on the transfer in the list.

Step 2: Add Items

  • Click on the Add Lines button.

  • Enter the desired UPC or click Find Item to search using parameters like Name, Collection, Brand, etc.

  • Select the desired frame and enter the quantity to transfer.

Step 3: Finalize Addition

  • Click Submit. The accessories you've added will now appear in the transfer!

Printing Pick Ticket

Before Printing:

To Print:

  • Export the frame transfer using the export format you set up. Click on the Export button and proceed with the usual exporting steps.

Completing a Frame Transfer

After Picking Accessories:

  • Ensure all accessories are ready for shipment.

Closing the Transfer:

  • To close the transfer, click on the Transfer button and Submit if everything looks good.

  • If your system is configured to automatically print the Invoice, it will do so after the transfer is closed. Otherwise, you can manually export and print the Invoice using the export format you have for Invoice.

Sending an email to your Recipient:

  • After completing a frame transfer, you can further communicate the status of accessories transfers to stores, labs, or any relevant parties by sending them the export documents via email. This additional step ensures everyone involved is up-to-date on the transfer status. To learn more about sending email, check Sending an Export Document via Email document.