How to Transfer to Another FFL

Created by Ezra Weinstein, Modified on Fri, 15 Sep 2023 at 02:58 PM by Hunter Smith

Written Instructions

First, bring up the transfer item in your sales screen and select the customer who will be receiving the gun.

(Note: In order to add the firearm to the transaction, you MUST select a serial number for the firearm.)

Next, click the Fulfillment button:

From the popup, click "Delivery Address"

If this is an existing FFL in your system, you can type in the supplier's name into the search field or you can add one by clicking the plus button to the left of the search field. 

This will fill out their information and then you can click "Save Delivery" in the bottom right corner.

Next you will add payment (if needed), and suspend the sale.

Note: You can use one of the existing suspended sale types, or create a custom type specifically for use with this. Go to Company Settings > Suspended Sales/Layaways, and add a new type. You can customize the other settings, but at the very least make sure to select Commit as the Update Inventory process:

What you need to do next depends on if you have setup an integration with EasyPost. If yes, navigate to the main Fulfillment screen, locate the sale, and click Edit:

After you create a label and a shipment, the system will automatically complete the sale.

If you have NOT setup an integration with EasyPost, you can just select the order and click the Complete - Update Inventory button that pops up at the top of the screen:

Either way, if you then go to the bound book for that specific serial number, you'll see that it got disposed properly to the FFL you're transferring it to.

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