Receiving Inbound Transfers SOP
Inbound Transfer Procedure for Point of Sale
Objective
This SOP outlines the steps for processing inbound transfers in the point of sale system to ensure accurate and efficient handling of inventory transfers.
Key Steps
Step 1: Add Customer 0:07
From the main point of sale system
Add a customer by selecting them from the customer list to bring up the account
Step 2: Access Inbound Transfer 0:18
Click on the three dots at the bottom of the screen.
Select 'Inbound Transfer' from the menu.
Alternatively, navigate to 'Inventory', then 'Receive', and select 'Inbound Transfer'.
Step 3: Select Item for Transfer 0:27
In the pop-up window, choose 'Single Item'.
Enter the manufacturer's name, model, caliber, type, condition, and serial number.
Step 4: Enter Serial Number and Transfer Fee 0:52
Input the serial number (or part number/barcode if applicable).
Enter the transfer fee (e.g., $20) in the designated field.
Step 5: Confirm Customer for Transfer 1:27
Ensure the customer selected at the beginning is the one who will take possession of the item after the transfer.
Step 6: Specify Transfer Source 1:38
Indicate if the transfer is from a third party or private party by toggling the option.
If from an FFL, select the FFL from the drop-down or create a new customer entry.
Step 7: Add Description and Complete Transfer 2:08
Provide a description of the item.
Click 'Acquire' to complete the inbound transfer.
Step 8: Access Inbound Transfers from Main Screen 2:24
Return to the main point of sale screen.
Access inbound transfers by entering the customer's name or clicking 'Inbound Transfers' on the right.
Step 9: Open Transfer for Processing 2:51
Select 'Open' to view the transfer details.
Confirm the transfer fee and item details.
Step 10: Analyze Inbound Transfer Report 3:12
Go to the 'Analyze' drop-down menu.
Select 'Inbound Transfer Report' to view and manage transfers.
Step 11: Adjust Transfer Fee if Necessary 3:36
If needed, change the transfer fee before proceeding.
Step 12: Complete Sale Process 3:47
Follow the same steps as a firearms sale starting with E4473.
Step 13: Set Default Transfer Fee 3:57
Navigate to 'Manage', then 'Store Configuration and Options'.
Set a default transfer fee at the bottom of the options.
Cautionary Notes
Ensure the correct customer is selected for the transfer to avoid inventory discrepancies.
Double-check the serial number and transfer fee before finalizing the transfer.
Tips for Efficiency
Use bulk uploads only if you have an Excel sheet prepared to save time.
Familiarize yourself with the drop-down menus to speed up the process.
Regularly update customer and FFL information to ensure accuracy.
Link to Loom
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