We understand that your organization consists of multiple stores, and while they function as independent units, at the end of the day, they have a common goal. In reaching this common goal, there could be exchanges between the stores that need to be accounted for - one of which is the transfer of goods. So here's where you can account for goods transferred between your stores as well as other stores that you might have a rapport with, so that your inventory levels remain accurate.

CLEARVIEW allows the transfer of goods between stores in your organization, as well as external entities, such as donations. Transfers conducted through CLEARVIEW ensure that your stock levels remain accurate, contributing to the overall accuracy of your data ecosystem.

There are three types of transfers that can be created:

• Finished Products: You can account for menu items using Finished Product In and Finished Product Out for items that come in and go out, respectively.

  Menu item transfers (Finished Product In and Finished Product Out transfers) are primarily meant for a source store to satellite store(s) relationship (where one or more items may be prepared by the source store and supplied to satellite stores for sales). Click here to learn more.

  • Menu items being transferred need to be set up in Satellite Product Mapping before you can add them to a transfer.

  • For the occasional transfer of menu items that may happen between peer stores, we recommend that you note down the Satellite Product Mapping for the menu items you're transferring before you change it, and change it back after the transfer.

  Click here to learn how to set up Satellite Product Mapping.

• Raw Materials: You can account for raw materials using Transfer Infor items received by your store and Transfer Out for items sent from your store. Raw materials may be in the form of inventory items or supplier products depending on the Count Entry Method selected.

  Click here to learn how to change the Count Entry Method in Inventory Reporting.

• Monitored transfers of raw materials: If you would like to track borrowed or lent inventory items or supplier products until they are returned, you can use Lend, Borrow and Repayment.

  • Lend for raw materials that go out, and you expect returned,

  • Borrow for raw materials that come in, and you intend to return, and

  • Repayment for raw materials that are returned after either being lent or borrowed.

Any raw material transferred will affect the stock level of the item at the store(s) involved.

Transfers can be with:

• Internal Stores Stores listed under your organization in Clearview.: Stores that exist within your CLEARVIEW organization.

  Transfers between internal stores Stores listed under your organization in Clearview. is a two-step process where once the transfer is created by a store, the transfer needs to be accepted by the other store and only then will the process be completed in CLEARVIEW.

  For internal raw material transfers, the stock level of the store that created the transfer is affected immediately, while the stock level at the other store involved in the transfer is affected only once they approve the transfer.

• External Stores Any store or entity that is not listed under your organization in Clearview.: Stores outside your CLEARVIEW organization.

  Donations made can be accounted for as transfers made to external stores Any store or entity that is not listed under your organization in Clearview..