How to manage internal transfer prices in POS system?

Shopify Discussion
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1

Hi,

We are switching over to Shopify POS (bricks & mortar store) and need some help trying to figure out how to manage one of our processes.

Other departments sometimes use items from our store for use at tradeshows or as a presenter gift. Our finance team receives a report of items that were taken against various budget codes and an internal transfer of funds is completed so that our retail business unit receives the cost of each item.

How can this be achieved in Shopify?

Thanks!

1 Like
2

How do you indicate which products are being used as presenter gifts?

3

The staff attending the trade shows or managing presenters can choose from anything within the store.

4

Got it. When they choose something in the store, what action do they take in Shopify Admin to indicate that they’ve chosen an item?

5

We are just setting up the store, I’m looking for guidance on what actions are available / should be taken.