“Suggested Transfers” enables you to:

1. Compare the inventory level of selected products at different locations.

1. View the system-generated stock transfer suggestions.

1. Create transfers for all or partial system-generated stock transfer suggestions with a single click.

1. Reaching "Suggested Transfers"

  

Figure A

  

The primary fields and buttons are highlighted in Figure A.

1: Store To Analyze: Select the store from which you want to transfer the stock. 

2: No filter selected: Select the store where you want to transfer the stock. 4.2 Store Filter explains more details. 

3: Analyze: This button lets you analyze the selected stores' inventory to create a transfer.

4.1: Create all Transfers: Once the system shows the stock analysis for the selected stores, this button lets you create the transfers.   

4.2: Create Transfers for Store: Once the system shows the stock analysis for the selected stores, use this drop-down to create transfers only for one store. 

Other Fields and Buttons:

Print: This button enables you to print the Suggested Transfers Report.

Filter By: This filter option enables you to select the products using specific parameters such as UPC, Department, Manufacturer, Category, and Tag. This option is useful when you want the system to analyze only the selected products. 4.1 Filter By (Custom Filters) explains more details. 

Start Date - End Date: These fields let you select the date range for which you want to perform the analysis. 

Preset: Use the Presets drop-down to select the specific duration/interval, i.e., Today, Yesterday, This Week, Last Week, etc. 

Figure B

Evaluation Options: This filter lets you select the evaluation options for the analysis from three options: Format is Qty On Hand/Sales, Format is Qty On Hand/Ave Sales per Day, and Format is Qty On Hand/Ave Sales per Week. You can select any one of them as per your requirements.

 Figure C

Minimum Sales Threshold: The system will suggest transfers based on the minimum sales threshold you write here. For example, if you enter five in this field, the system will suggest transfers for items with a sold quantity of 5 or less. The system will calculate the sold quantity based on the date range and evaluation options you select. By default, the system will consider ten as a minimum sales threshold. 

Checkbox Filters: There are three checkbox filters: Rollup Links, Prefill Suggested Qty, and Skip Items with Source Store Qty Sold Greater Than To Store. They enable you to be more specific about your analysis and Suggested Transfers Report. 

1. Rollup Links: If you check the Rollup Links checkbox, the system will consider the parent and child items when making a suggestion for transfer.   
2. Prefill Suggested Qty: If you check this checkbox, the system will prefill the suggested quantity to transfer, considering both stores' stock and sales records. It is recommended to use this checkbox filter because the system calculates the suggested quantity based on the data. You have the flexibility to change the quantity when you apply the transfer.
3. Skip Items with Source Store Qty Sold Greater Than To Store: If you check this checkbox, the system will not show the items sold more at the source store than at the destination store during the selected time frame (dates).

3. Performing the "Suggested Transfers" Analysis 

1. Select a store from which you want to transfer the stock using the Store to Analyze drop-down. 
   
2. Select the store(s) where you want to transfer the stock using the No Store Selected button. 4.2 Store Selection explains more about using this button.
   
3. Select the products for which you need transfer suggestions.
   
1. Use the Filter By (Custom Filters) drop-down to select the specific products using parameters such as UPC, Department, Manufacturer, Category, and Tag. 4.1 Filter By (Custom Filters) explains more about using this filter option. 
   
4. Select an appropriate date range, evaluation option, and minimum sales threshold. 
   
5. Check the applicable checkbox filters from Rollup Links, Prefill Suggested Qty, and Skip Items with Source Store Qty Sold Greater Than To Store. 
   
6. Click the "Analyze" button. The system will perform stock analysis based on the chosen evaluation options and show the suggested transfers, as Figure D shows.
   

 

 Figure D

1. Understanding the suggested transfers: 
   
1. Each column title indicates the type of information in the column. The columns include information about: 
1. Information about selected products at the source store, such as Name, UPC, Link Type, Inventory, Qty Sold, and Link Qty.
   
2. QOH/Sales information for the product at selected destination stores and To Be Transferred quantity. Figure E may help you understand this better.  

Figure E

1. The report shows the stock counts of all selected products at the store from which you want to transfer the stock and the store(s) where you want to transfer the stock.     
   
2. The system will highlight records with transfer suggestions in yellow.
   
1. If you have checked the Prefill Suggested Qty filter, the system will show the suggestion count in the To Be Transferred field, as Figure B shows.
   
2. If you have not checked the Prefill Suggested Qty filter, the system will highlight records with transfer suggestions in yellow, but the To Be Transferred field will show zero. You need to enter the desired quantity manually.      
   
3. Evaluate the report.
   
4. You can manually change the system's suggested quantity before creating a transfer.
1. Click the "Create all Transfers" button to create all transfers suggested by the system. 
   
1. Suppose the system has suggested five transfers, and you want to create only three transfers; manually change the "To be transferred" quantity to zero for the two stores, then click the "Create all Transfers" button.  
2. If you want to create a transfer to only one store, select the store from the drop-down and click "Create Transfers to Store," as Figure F shows. 
   

Figure F 

Please ensure to select the appropriate store at this point to avoid any errors. 

1. The system will create the transfers as per your selection. You will find the created transfers' records in "Transfers." You can process them from there, like other transfers. 
   

4. Filter Options 

4.1 Filter By (Custom Filters)

1. Select the Custom Filter option in the Filter By drop-down and click the "Manage" button.
2. The Manage Filters pop-up screen will appear, as Figure G shows. 
   

Figure G

1:  Select the saved custom filters from the Manage Filters drop-down (if any) and click "Apply" to apply them. Clicking the "Manage Filters" button will also open the list of saved custom filters. 

2: You will see five tabs: UPC, Department, Category, Manufacturer, and Tag. Select the required tab, i.e., UPC, to create or apply a custom filter specific to the selected UPCs.

3: Use the Search box to search for a specific UPC. 

4: Use the Item filter to filter the Manage Filter screen data based on three product parameters: All Items, Child Only, Parent Only, and Standalone Only. Choose the required parameter.

5: Use the Active Only filter to filter the Manage Filter screen data based on three product parameters: Active Only, Inactive Only, and All Records.  

6: Here, you see the Manage Filter screen data based on the tab you have selected. For example, if you have selected the UPC tab, it will show the list of all UPCs. If you have made specific selections in 3, 4, and 5, the system will filter the data and show it accordingly. 

7: Select the required products by clicking the respective checkboxes.  

8: Click the green Arrow button to move the selected records to the Selected Area. 

1. You can remove the moved entries before you apply or save the filter, as shown in Figure H.
   

Figure H

1: You can "include" or "exclude" the selected records in the custom filter.  

1.  Include: If you have selected "Include," the custom filter will include the selected records for the analysis process.
2.  Exclude: If you have selected "Exclude," the custom filter will exclude the selected records for the analysis process. 

2: If you want to remove the whole selection, click the "Clear Selection" button. You can remove any record from the list by clicking the Remove (x) icon. 

3: Apply or save the custom filter. 

1. Click the "Apply" button to apply the selection. The system will redirect you to the home page.  
   
2. You can click the "Save Filters" button to save the custom filter for future use.

1. When you click the "Save Filters" button, the Name screen will appear, as shown in Figure I. 

Figure I

2. Enter the name of the custom filter and click "OK." A success message will appear, and the custom filter will be saved. 
   
1. You can see this custom filter listed in the Manage Filters drop-down. 

4.1.1 Managing Custom Filters 

1. Open the Manage Filters screen again, as Figure J shows.   
   

Figure J

1: Saved Filter Drop-Down: All saved custom filters will appear in the Saved Filter drop-down. You can select the required custom filter and click "Apply." 

2: Manage Filters: Click the "Manage Filters" button to view and manage the saved filters. The Manage Saved Filters pop-up screen will appear when you click on the "Manage Filters" button. 

3: The Filter Name list shows the list of all saved custom filters. Click on the filter's name to select it.   

4: You can click "Select Filter" or "Delete."

1. "Select Filter": Use the "Select Filter" button to select any filter from the list. Click on the filter's name, and then click on the "Select Filter" button. The system will close the "Manage Saved Filters" pop-up screen. Click the "Apply" button on the Manage Filters screen.  

2. "Delete": Use the "Delete" button to delete the filter no longer required from the list. Click on the filter's name and then the "Delete" button. A warning message will appear. Click "OK" to delete the filter. 

4.2 Store Filter 

1. Click on the "No Filter Selected" button highlighted in Figure A.
   
2. The Manage Filters screen will appear, as Figure K shows. 

Figure K

1: Saved Filter Drop-Down: All saved custom filters will appear in the Saved Filter drop-down. You can select the required custom filter and click "Apply." 

2: Use this Search box to search a specific store. 

3: Use the Pricebook Zone drop-down to view the stores in a specific pricebook zone.

4: Use the Item filter to filter the Manage Filter screen data based on three product parameters: All Items, Child Only, Parent Only, and Standalone Only.

5: Here, you see the list of stores. If you have made specific selections in 2, 3, and 4, the system will filter the list and show it accordingly. 

6: Check the checkboxes to select the required stores.

7: Click the green "Arrow" button to move the selected records to Selected Area.

The Manage Type Filters screen will look like the one shown in Figure L.

Figure L

1: If you want to remove the whole selection, click the "Clear Selection" button. You can remove any record from the list by clicking the Remove (x) icon.

2: Click "Apply" to apply the selection. You can use the "Save Filters" button to save the filter for future use. The process of saving and managing the Store Filter will be the same as that of the Custom Filter.  

1. The "No Filter Selected" button will show the number count of selected stores, as Figure M shows. 

Figure M

5. Printing the Suggested Transfers

1. Make the appropriate selections as explained in 3. Performing Suggested Transfers Analysis and generate a Suggested Transfers Report. 
   
2. Click the "Print" button. 
   
3. The PDF will open in a new tab. Download it using the Download icon, and print it using the Print icon. Below is a sample report: 

   Figure N