CounterPoint SQL V8.3.5 Release Notes
Import transfer-out transactions (Enterprise)
You can now import transfer-out transactions into CounterPoint from a Comma- Separated Value (.csv) file. This feature allows you to count merchandise using a handheld data terminal, and then import those counts to create a transfer-out document for the corresponding items.
To begin importing transfer-out transactions, select Inventory / Transfers / Transfer Out / Enter to display the Transfer Out Enter window.
Click the Import button to display the Import Transfer Out dialog.
The Import Transfer Out dialog allows you to define the necessary import parameters— including the name of the import file, the Transfer from and Transfer to locations, and the fields in the import file that contain the Item number and Quantity values—and to start the import process.
In the File name field, enter the path and name of the .csv file that contains the transfer-out transactions to import, or click
button to browse to the file.
Enter a new Transfer #, or click Auto-assign to use the Next transfer # value assigned to your workgroup.
The Auto-assign button is available only if a Next transfer # is assigned to your workgroup on the Numbers tab of the Workgroups window (Setup / System / Workgroups).
Enter or look up the Transfer from and Transfer to locations for the transfer-out transactions, and then specify a Ship date.
Use the Shipped by field to specify the user ID of the user who is transferring the items in the import file.
If you do not enter the path of the import file in the File name field, CounterPoint attempts to locate the specified file in the \Import subdirectory of your company directory (e.g., C:\CounterPoint\MyCompany\Import).