Outlet Transactions - Internal Cost Transfers

Owned by Ruth Mills
Apr 05, 2017

Introduction

This feature enables head office users to add transactions to an outlet even if the outlet's week has been closed and data has been exported.

Assumptions

You are using the Client Invoicing module and have discussed the use of this feature with IndiCater

Where to find this

In Head Office > Finance > Client A/C > Outlet Transactions

Step-by-Step guide

  1. Select the correct Area and Outlet
  2. Select Internal Transfers
  3. Select the date and then the department and category you are transferring from
  4. Select the department and category you are transferring to
  5. Add the amount you are transferring
  6. Click Save
  7. Log into the outlet, Finance > Cost Transfers and see the cost transfer