Cost Transfers

The Cost Transfers module is split into two sections; Internal Cost Transfers and External Cost Transfers. 

Internal Cost Transfers enable you to move costs around the outlet. On the other hand, External Cost Transfers enable you to assign an invoice from one outlet to another or to multiple outlets. 

Internal Cost Transfers aren't reliant on an invoice whereas an External Cost Transfer can only be made for an invoice created in the current week.

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How do I add an Internal Cost Transfer?

The landing page for Cost Transfer’s is displayed above.

Click on the Add button. A pop up box will appear showing various fields, some with dropdown boxes containing options for you to choose from.  The fields marked with a red asterix are mandatory.

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When completed, the cost transfer will be displayed on the landing page.

How do I add an External Cost Transfer?

Similar to the adove section, simply select External Cost Transfers.

A pop-up will appear which will require completion. Firstly, you must the transfer date and relevant invoice. Upon selecting the invoice in question, you will then be prompted to select the Outlets for which the transfer will be made to.

Notes for Head Office:

This will export the invoice under the original outlet it was entered in and an external cost transfer export would be needed to export the cost transfer.