Utilize Recurrency transfers to streamline purchasing by easily managing inventory transfers between locations with the following steps:
Viewing PO Recommendations and Transfers
Navigate to Purchase Targets, select the supplier/location pairs you want to work on, and click on PO Builder to get started.
When viewing purchase recommendations, you'll now see potential transfers directly alongside each item, eliminating the need to switch between tabs. Click on an item with a potential transfer to view detailed information such as available transfer locations, transit times, and item status. This helps you make informed decisions.
A “Transferable” filter will allow you to narrow down your view to only items that have potential transfers available.
Managing Transfers
Click on the pencil icon next to "To Transfer" quantity to select items and adjust quantities for transfers before proceeding with your purchasing workflow.
In the Managing Transfers screen:
View all locations with the item in stock, along with their status (Overstock, Understock, or Normal), Min/Max replenishment values, Quantity Available, and Over/Under By.
Use the Over/Under By field to determine the available excess inventory for transfer.
Enter quantities to transfer and observe the "Transfer to" panel update the Quantity to Transfer accordingly.
Save the transfer quantities and return to the All Line Items screen. You will now also see the Quantity to Order automatically adjusted based on the transferred quantities between locations.
Review and Submit Transfers
Once you've reviewed all items and transfers, you can submit both purchase orders and transfers simultaneously, streamlining the process.
With these simple steps, you seamlessly integrate transfer decisions into your purchasing workflow, improving efficiency and reducing errors.