Return Transfer entry point:

From Main Application screen: inventory > Shipping > Return Transfer.


From the navigation menu: Inventory > Stock Transfer > Return Transfer.


  1. When a store transfer needs to be reversed, for example: some items were shipped by mistake, or sent to the wrong location, you can return a transfer in whole or partially.
  2. When a transfer is received partially in destination store, the originating store can use reverse transfer function, and return the items that were not received by the destination store. This will add the inventory back to originating store's on-hand stock.
  3. When returning the entire transfer, all the items in the transfer will be returned to on-hand inventory.
  4. Transfers which have been received/partially received cannot be returned in whole.
  5. Only items which are in-transit can be returned. Items received at the destination store cannot be returned. They must be shipped back in a store transfer.


Note: In scenarios where stocks are lost in transit during inter-store transfers, the originating store will use reverse transfer to bring the inventory back into stock, and perform ad-hoc adjustment-out. To manage transfers/quantities for orders or items that were not received yet, MT-POS inventory-in-transit report should be configured, for scheduled delivery, in regular intervals. Any in-transit orders pending beyond an internal agreed time limit, should be notified to relevant stores for required handling. 


  1. Transfers that are partially received or not received are displayed on reverse transfer screen. Use the search criteria to filter the results to be displayed.


Reverse Transfer Search Screen

MT-POS Reverse Transfer Search Screen



Screen Data Elements

Elements

Type

Action

Filter By

Select From List 

Search by Transfer Order Number, Serial Number, Created By, approved By

From Date

Select from Calendar

Starting date of the date range to search in

To Date 

Select from calendar

Ending date of the date range to search in

Shipping to

Type ship to store

Destination Store

Status

Select From List 

Select Transfer Status

Apply Filter

Button 

Apply selected search filter


Reverse Transfer – available transfers to action

Reverse Transfer – available transfers to action


Screen Data Elements

Elements

Type

Action

Transfer number

Read-only

Transfer Order number

Date

Read-only

Transfer Date

From 

Read-only

Source Store

To

Read-only

Destination Store

Status

Read-only

Transfer Status

Action

Link

Link to Return Order Fully, Return Items from Order (Partially)


  1. From the Action menu, select 'Return items from order' to reverse the order partially. The order is presented on the screen to select items to be returned. 
        • For returning serialized products, check-mark the line item with serial number, select the reason code (Optional), type a memo (optional).
        • For returning non-serial products, select the non-serialized item for return, add the quantity, select the reason code (Optional), and type a memo (optional).


Return Transfer - serial and non serial items

Return Transfer- serial and non serial items



Partial return 

Partial return


Confirmation prompt

Confirmation prompt


  1. Select an order level reason code and memo (both optional) and click ‘Return Selected Items.’  A confirmation prompt is presented to return the selected items. Click 'Continue’. 


Full return confirmation

Full return confirmation


  1. Select ‘Return order fully’ to reverse the whole transfer. Stock in-transit will be reversed and added back to the source store's inventory.