This chapter covers the transfer of goods and balances
between stores. Quasar provides three distinct transfer
types:
- Item Transfer — move physical
inventory between stores
- Card Transfer — move a customer
or vendor balance between accounts
- Ledger Transfer — move a dollar
amount between two GL accounts
Item Transfer
An Item Transfer moves physical inventory from one store
to another. It creates a pair of linked transactions —
a Transfer Out at the sending store and a
Transfer In at the receiving store. The
transfer tracks an in-transit status so both stores know
what is on the way.
| Screen | Access | Purpose |
|---|
| Item Transfer |
Inventory → Transfer |
Transfer items between stores |
| Transfer List |
Inventory → Transfers |
Browse and search transfers |
Transfer Workflow
- Create Transfer Out — at the
sending store, create a new Item Transfer. The
Transfer Type shows “Transfer Out”.
- Select the To Store (the receiving
location)
- Add items to the transfer grid — the On Hand
column shows current stock at the sending store
- Enter quantities for each item
- Post the transfer — the status shows
In-transit
- Receive Transfer — at the receiving
store, click the Receive Transfer button.
Quasar creates the linked Transfer In, and the status
changes to Received.
Transfer Fields
| Field | Purpose |
|---|
| Transfer No. |
Auto-assigned transaction number |
| Transfer Type |
Transfer Out (sending) or Transfer In (receiving)
— read-only, set by the system |
| To Store / From Store |
The other store in the transfer. Label changes
based on direction. |
| Transfer Account |
The GL account used to track in-transit inventory.
Defaults from the Store Master’s Transfer
Account. |
| Memo |
Free-text note for the transfer |
| Transfer Status |
In-transit (sent but not received) or Received
(fully processed) |
| To/From Transfer No. |
The linked transfer document number at the other
store (populated after receiving) |
| Picked? |
Check this when the items have been physically
picked and staged for shipment |
Item Grid Columns
| Column | Meaning |
|---|
| Item Number |
Item being transferred |
| Description |
Item name |
| Size |
Selling size for this line |
| On Hand |
Current stock at the sending store |
| Quantity |
Number of units to transfer |
| Amount |
Inventory cost (or price level value) of the
items |
| Deposit / Levy |
Container deposit and environmental levy amounts
that travel with the inventory |
| Total |
Amount + Deposit + Levy |
Transfer Pricing
The value of transferred goods depends on the
store’s Price Level setting on the
Store Master. The Store Master is also
where you configure the Transfer Account,
Transfer Income account, and
Cost Plus percentage:
| Price Level | Transfer Value |
|---|
| Cost |
Items transfer at their current average cost |
| Regular / Level 1–4 |
Items transfer at the specified price level.
The Transfer Income account (set on the Store Master)
records the difference between cost and transfer
price. |
| Cost+ |
Items transfer at cost plus the markup percentage
defined in the Store Master’s Cost Plus
field |
Serial and Batch Data
Item Transfers carry serial numbers and batch/expiry data with
the goods. Serial records are updated to reflect the new store.
Batch records are reduced at the sending store and created or
increased at the receiving store.
In-Transit Tracking
When a Transfer Out is posted, the inventory is removed from
the sending store and the value is placed in the
Transfer Account (an asset account representing
goods in transit). When the receiving store clicks
Receive Transfer, the value moves from the
Transfer Account into the receiving store’s inventory
asset account.
QuasarReach Mobile
Warehouse staff can use QuasarReach to pick items for a transfer.
Scan barcodes against the transfer list to confirm quantities
and mark the transfer as Picked.
Card Transfer
A Card Transfer moves a balance from one customer or vendor
account to another. This is used when a balance needs to be
reassigned — for example, transferring a customer’s
outstanding balance to a different customer, or moving a
vendor credit to a different vendor.
| Screen | Access | Purpose |
|---|
| Card Transfer |
Cards → Card Transfer |
Transfer a balance between accounts |
Card Transfer Fields
| Field | Purpose |
|---|
| From Customer / Vendor |
The source account. Use the drop-down to switch
between Customer and Vendor. The current balance
is displayed. |
| To Customer / Vendor |
The destination account. Can be a different type
than the source (e.g., Customer to Vendor). |
| Amount |
The dollar amount to transfer |
| Memo |
Free-text description of the transfer |
| Transfer Account |
The GL account used to bridge the two card
accounts |
Quasar creates a pair of linked transactions: a debit on the
source account and a credit on the destination account, both
posted through the Transfer Account.
Ledger Transfer
A Ledger Transfer moves a dollar amount between two GL
accounts. Unlike a General Journal entry, it is presented as
a simple from/to interface and is typically used for routine
inter-account transfers (e.g., moving funds between bank
accounts).
| Screen | Access | Purpose |
|---|
| Ledger Transfer |
Ledger → Transfer |
Transfer between GL accounts |
Ledger Transfer Fields
| Field | Purpose |
|---|
| From Account |
The account to debit (source) |
| To Account |
The account to credit (destination) |
| Amount |
Dollar amount to transfer |
| Memo |
Description for both sides of the entry |
Transfer Screens Summary
| Screen | Menu | Help |
|---|
| Item Transfer |
Inventory → Transfer |
Help |
| Transfer List |
Inventory → Transfers |
Help |
| Card Transfer |
Cards → Card Transfer |
Help |
| Ledger Transfer |
Ledger → Transfer |
Help |