Difficulty Level - Intermediate Impact - Organization Level

Transfers - External Stores is where you can create and edit stores that aren't a part of your CLEARVIEW organization, but with whom you may transfer goods.

To access Transfers - External Stores settings:

  1. Click on on the quick links Located at the top right corner of a page, it contains icons that allow you to quickly access important pages. bar from any page.

  2. In the Settings window:

    Settings associated to a page automatically show in the List box. If the setting that you want to access is in the List box, you can skip step a.

    1. Select Inventory from the Filter drop-down list.

    2. Click on Transfers - External Stores from the List box in the left pane.

The following information is displayed on the settings page:

  • Description: The name of the external store.

  • Contact Name: The name of the contact person at the external store.

  • Phone Number: The phone number of the contact person.

  • Status: Active indicates that transfers can be made with the external store, while Inactive indicates that transfers cannot be made with the store at present.

ClosedCreate a New External Store for Transfers

  1. Go to Transfers - External Stores settings.

  2. Click on the Create button.

  3. In the Create Transfer Store window:

    1. Enter a name for the store in Description.

    2. Enter the name of the person to contact at the store in Contact Name, if available.

    3. Enter the Contact Phone # of the store, if available.

    4. Enter any other information on the store that you want to keep on record in Memo.

    5. Set the Status to Active if you want to be able to make transfers to/from the store immediately or Inactive if you don't want to enable transfers to/from the store at present.

    6. Click on the Create button.

    7. 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..

ClosedEdit an External Store

  1. Go to Transfers - External Stores settings.

  2. Click on the name of the store that you want to edit.

  3. In the Update Transfer Store window:

    1. Change the Description if required.

    2. Enter or change the Contact Name, Contact Phone # and Memo if required.

    3. Change the Status if required.

      If you don't want employees to be able to create transfers to the store, you can deactivate the external store by changing the Status to Inactive. You can similarly reactivate it by changing the Status to Active if and when you want to be able to create transfers to it again.

    4. Click on the Update button.

    5. 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..

ClosedDelete an External Store

  1. Go to Transfers - External Stores settings.

  2. Click on the name of the store that you want to delete.

  3. In the Update Transfer Store window:

    1. Click on the Delete button.

    2. 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..

    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..

Only external stores with whom no transfers have been recorded can be deleted.

Related CLEARVIEW Pages

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