Transfers - External Stores

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.

Create 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..