Transfers are how you move units between Yards. You either proactively schedule jobs to move Inventory between Yards, or retroactively adjust unit counts at each Yard and move Inventory digitally. Transfers also allow you to assign inventory from Unassigned to one of your Yards.
- When creating a Transfer, you will select a Transfer Date, a From Yard, a To Yard, and Items to Transfer
- Transfer Date - the date the Transfer jobs will be appear on the Schedule
- From Yard - the Yard inventory is being picked up (removed from) and the inventory availability for that yard will decrease by selected unit count
- Units that have not been assigned to a Yard can be assigned to a Yard by selecting a From Yard value of Unassigned
- To Yard - the Yard inventory will be delivered to and the availability for that yard will increase by the selected unit count and the Products and the count you would like to move
- We do not let you select specific Inventory to move when creating a Transfer, only unit counts
- Once you have input all of the required information and hit “Save” a Transfer Pick Up and Transfer Delivery will be created
- Both the Transfer Pick Up and Transfer Delivery job will be displayed the Schedule in the Unassigned column for the date you have selected
- Both Bulk and Itemized Products can be moved by Transfers
- We do not allow you to select a To Yard value of Unassigned, all units must be Transferred to an existing Yard
Transfer Pick Up & Transfer Delivery Jobs
When you schedule a Transfer, we create both the Transfer Pick Up and Transfer Delivery jobs as two separate items on the Schedule. We do this to allow you to maximize the efficiency of your driver’s route, allowing them to pick up units from the From Yard and potentially do multiple jobs prior to delivering the units at the To Yard when it makes most sense based on their route.
Transfer Pick Up Jobs
For the most part, Transfer Pick up jobs function like the first part of a standard Delivery job, except they do not have an association to a Customer, Site, or Rental.
- The Transfer Pick Up Job will display the name and count of the Products being picked up
- The Transfer Pick Up Job will display information about the From Yard
- For Itemized Inventory, the Transfer Pick Up Job will not specify which units are being picked up
- When your driver is completing a Transfer Pick Up job they will go to the From Yard, identify and load all of the required inventory to complete the Transfer job
- For Itemized Inventory/Product(s), the driver can select the serial numbers of the units they are picking up either manually or use the barcode scanner
- Transfer Pick Up jobs differ from standard Pick Up jobs as we do not allow them to be completed with status of anything other than Complete
- If the driver is not able to complete the Transfer Pick Up job with all Products and the counts assigned, when attempting to complete the job they will be prompted with a message to contact the office
- This is enforced because we want to ensure your inventory is moved how you need it and since the driver is in the yard any discrepancies should be resolved efficiently
Learn more about Transfer Pick Up Jobs here.
Transfer Delivery Jobs
Transfer Delivery jobs function like the final step of your standard Pick Up job where the driver brings the units into the To Yard. Like with Transfer Pick Up jobs, if the units are Itemized the driver will be able to either manually select inventory or scan the units in via the barcode scanner. Once the Transfer Delivery job is complete the product count (for bulk inventory) or the selected units (for itemized inventory) will be assigned a location value of the To Yard.
Like Transfer Pick Up jobs, Transfer Delivery jobs can only be completed with a status of Complete. If the driver is not able to complete the Transfer Delivery job with all Products and the counts assigned, when attempting to complete the job they will be prompted with a message to contact the office.
It is not enforced that the units being delivered to the To Yard in a Transfer Delivery match the units that were taken from the From Yard in the Transfer Pick Up. It is only enforced that the product counts match, but not necessarily the specific units.
Learn more about Transfer Delivery Jobs here.
Assigning Products & Inventory to a Yard
When you are configuring your Yards, all Products/Inventory defaults to having a Yard value of Unassigned. When you are assigning Products/Inventory to a Yard and the From Yard is “Unassigned” the Transfer Job workflow is a little different. When you are transferring units with a From Yard there is no Yard to retrieve the units from, leading to the Transfer Pick Up job not being created, only the Transfer Delivery Job will be created. The Transfer Delivery Job will display on the schedule in the unassigned column for the day the Transfer was scheduled and will act like all other Transfer Delivery jobs.
Learn more about Transfer Delivery and Pick Up jobs with From Yard of Unassigned here.
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