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Suspending Transfers and Internal Orders

  • Updated

A transfer moves products and/or prep recipe inventory from one cost center (reciProfity Unit) to another. In some operations, this process happens in two steps:

  • Step 1: Request Transfer
    The receiving Unit creates a suspended transfer. This is an order request only. No inventory moves yet.

  • Step 2: Fulfill Transfer
    The sending Unit opens the suspended transfer and completes the actual movement of goods.

This two-step workflow improves coordination between Units and allows for controlled inventory movement.

 

Important Notes

  • You cannot suspend a transfer that has already been saved.
  • If a transfer is accidentally saved, it must be deleted and recreated. Deleting the sheet returns all inventory to its original status.

 

Suspend a Transfer

Instead of saving a transfer, you can suspend it:

  1. From the SAVE drop-down menu, select Suspend and Close.
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  2. The transfer will appear with a Suspended status in both the Transfer console and the Edit Transfer screen.
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Suspended transfers immediately sync with the sending Unit.

  • A user at the sending Unit can open the suspended transfer to fulfill or edit it.
  • The transfer can be saved and closed as-is, or the shipped quantities can be adjusted before saving.
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Any updates made by the sending Unit will sync with the receiving Unit.

 

Assign Transfer Permissions

You can control who has rights to:

  • Save
  • Suspend
  • Edit
  • Delete a transfer
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These permissions help prevent accidental saves and ensure only authorized users can complete or modify transfers.

 
 

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