Receiving Transferred Inventory

To receive inventory items from sent by another location, you must record the receipt of inventory in OfficeMate.

1. Click the Products icon and select Receive Transfers.

   OR

   Click Tasks on the main window toolbar and select Receive Transfers.

   The Receive Transfer window opens.

2. Type the transfer number in the Transfer No. field and click Get Transfer. Go to step 8.

   OR

   Click Find Open.

3. Select a location from the Transfer From Location drop-down menu, if known.
4. Select a location from the Ship to Location drop-down menu, as needed.
5. Type the beginning and ending dates between which the transfer originated in the From Transfer Date and Thru Transfer Date fields.
6. Click Refresh to update your search results.
7. Double-click the transfer in the list of search results.

   The transfer opens.

8. Type the number of items that you received in the Qty Received text box.

   OR

   If you received your entire order, click Receive Complete to set all Qty Received to match Qty Ordered.

9. Type notes in the Comments text box, as needed.
10. Complete the following tasks as needed:
    • Click Print Labels to print barcode labels.

      If you receive an error message that states “Please define the port in the product setup function,” contact your administrative location. Only the administrative location can set the port for the barcode label printer.

    • Click Print Transfer Ticket to print a receipt of transfer.
    • Click Exit to close the window without saving.
    • Click Record.