List Outstanding Transfers

The List Outstanding Transfers page is a quick way to view tracked transfers for which the repayment is pending (i.e. lend and borrow transfers). These are the same transactions that have the Status as Balance Owing in the List Current Transfers page. The difference is that on this page, you can see the balance of each item owed without having to open the transaction itself.

The following information is displayed in the Borrows and Lends tables for the Area* and Store selected using the filters Drop-down boxes that let you select from the options available. at the top of the page:

Item: The inventory item transferred.
Total Units: The total units of the inventory item that was included in the borrow or lend transfer.
Balance Owing: The units of the inventory item that have not been repaid (total units less payments included in repayments for the borrow/lend transfer).
Pack Size: The unit of measurement in which the total units and balance owing is displayed.

TO REPAY A TRANSFER WITH AN INTERNAL STORE:

Open the List Oustanding Transfers page.
Select the Area* and Store for which you want to create the repayment from the drop-down lists.
Click on the name of the transfer that you want to repay.
In the Create Transfer window:
1. Enter any notes for internal use in Internal Memo if required.
2. Click on the Create button.
3. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..
4. Click on the Request Approval button.
5. Click on the OK button in the confirmation request pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview.*.
6. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

You can also repay a transfer from the List Current Transfers page or by creating a new transfer from the Create Transfer page.

TO REPAY A TRANSFER WITH AN EXTERNAL STORE:

Open the List Oustanding Transfers page.
Select the Area* and Store for which you want to create the repayment from the drop-down lists.
Click on the name of the transfer that you want to repay.
In the Create Transfer window:
1. Enter any notes for internal use in Internal Memo if required.
2. Click on the Create button.
3. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..
4. Click on the Close Transfer button.
  
  Clicking on the Close button will close the transfer window but will not complete the transfer. If you happen to close the transfer window, you will have to edit the transfer and complete it by clicking on the Close Transfer button.
5. Click on the OK button in the confirmation request pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..
6. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

You can also repay a transfer from the List Current Transfers page or by creating a new transfer from the Create Transfer page.

Associated Settings

Transfers - External Stores controls the stores outside your organization with which you may transfer items.
Satellite Product Mapping controls menu items that can be transferred from one store to another within the organization.
Inventory Item Master List controls the complete list of inventory items in the organization.
Inventory Item by Location controls the inventory items for the store selected.
Inventory Items controls the set-up of individual inventory items.
Sales Assumptions controls sales assumptions that are mapped to recipes.

*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.