Transfers
- To Create a Transfer, go to the Transfer menu and select “Add”
- From there, you will be taken to the transfer creation page
- Pick the supplier (will only be able to select your company except in the case of agents who will be able to select their multiple suppliers)
- Source warehouse you can select “Production” for a production transfer
- You can also select a warehouse that you currently have inventory in and a Destination warehouse to create a “Warehouse to warehouse” Transfer. Only Direct Tap user will have the ability to create warehouse to warehouse transfers between Direct Tap distribution centers
- Input your quantities of product being transferred (Remember you are working in units)
- Under comments, enter the Manufacturer Name and current date. E.g. Demo Winery – January 22, 2018
- Complete Transfer by clicking “Save Transfer” on the bottom left hand corner of the page
Production Transfer:
Warehouse 2 Warehouse Transfer:
Transfers List:
Under the Transfers menu select “List”. This will populate a list of your transfer history and show you the status of any transfer that has been added into the system.
The status of the transfer is shown on the right-hand side of the screen, you can always click on the “Details” button to pull up more information on the transfer. There are three statuses on the transfers page; Entered, Shipped and Arrived.
Entered:
The transfer has been entered into the system and is ready to be shipped.
Shipped:
The transfer has been shipped and is en route to its end destination warehouse.
Arrived:
The transfer has been received and the product is now live in the end warehouses’ inventory.