Inventory Management: Stand Alone - Transfer In

Inventory Management: Transfer In

"Transfer In" is where product inventory from a Vendor is created. Transfer In is the process used to track inventory cost, quantities and batches. This process is used in Standalone states, or to create non-cannabis inventory when available. 

Follow these steps to create a new Inbound Transfer.

  1. Log into Cultivera POS Backoffice
  2. Select the license accepting the inventory from the drop down menu in the top right hand corner of the screen.
screenshot of cultivera pos transfer in dashboard

  1. Navigate to the Transfers In Page from the Inventory Management Module.
screenshot of cultivera pos inbound transfers screen

The Transfer In home page (above) will display “Pending” by default. Pending orders are Transfers that have been created but not accepted. The filter can be changed to show other statuses such as Accepted, Partially Accepted, or Rejected. 
  1. To create a new transfer, Select the green "Create New" button.
  1. To add products to, or edit an existing transfer, Select the teal Transfer number on the Inbound Transfer home page (example below) to open the Transfer Detail page.
  2. The Transfer Detail page offers two ways to add products to a transfer: Load from Excel or manual Add Transfer Detail.
  3. Load From Excel if the order information is in an excel file. When clicking Load From Excel, the Template for the required format appears for download.
    1. Select file that is saved and formatted correctly to upload
    2. Example of formatting can be downloaded from the teal “here” link
  4. To add products individually, Select the green button, "Add Transfer Detail".
A Transfer Detail is adding inventory to a product that has already been created. If a product has not already been created the ability to create a new product within the transfer is available. 
  1. Enter Barcode on the physical product, or generate a new barcode and print it in house.
    The barcode entered here must match the barcode being scanned.
  2. Select product in the drop down menu, if it is a product the shop has carried before.
    inbound transfer detail entry screen
  3. If the product is new to the facility and has not been entered in the system before, Select the green "Add New Product" button.
    1. Complete as much information as possible. *Required Product information will have asterisks.
      transfer in product detail screen
    Sales Price is price to the customer, Unit Price/Cost is what the shop paid per unit.
    Inventory Type and Package Size/Content Unit of Measurement are imported to match the State’s rules of accepted inventory types for reporting and transactional limits at the counter.
    1. Once complete, the green buttons at the button will appear:
      1. Select "Add & Close" if finished.
      2. To add another product, Select "Add & Continue".
  4. When ready to Complete Transfer, Select the storage room the product will be transferred to.
  5. Select the green "Complete Transfer" Button.
  1. The transfer will display one more time for review. If no editing is required Select Complete to finish the transfer. 

Product accepted in the transfer will display in Inventory for editing.

To edit any inventory:

  1. Right click any product that you would like to make for sale at the terminal
    To select multiple entries, click and highlight all desired, then right click, or hold the ctrl button and click.
inventories module
  1. Select amount of inventory you want to move to the Sales floor.

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