One of our San Diego retail clients is opening a second location in Southern California. Last Friday Will installed the hardware and software at the new store as well as he performed the system configuration. Our client had the following request.
Client Request: Please tell me your instruction for transferring items by using Purchase Order (PO) transaction.
Will’s response: You will need to create a PO listing the items in your new store. If they are not in the imported list, then you need to export out of POS San Diego and import into the new store, Costa Mesa. Then, receive the items into inventory in Costa Mesa. Sell the items out of San Diego on account for Costa Mesa. Create a payable for Costa Mesa in QuickBooks file as well as create a bank account called transfer. Make payment for Costa Mesa from invoice and pay bill created into the transfer account.
