Transfer Types

Use the Suggested Auto Transfer for several types of transfers.

Normal transfers enable parent branches to replenish child branches in a multi-branch network. Return transfers only concern the inventory levels and surplus points of child branches. Emergency return transfers exclude transfer grace days from the calculation.

Scheduling return transfers to run monthly, or even quarterly avoids needless transferring of stock back and forth between parent and child branches when demand in a child branch fluctuates.

To set up automatic transfers, see Running the Suggested Auto Transfer Program.

To check surplus stock throughout your networked branches, see Displaying All Suggested Transfers Within Networks to use the Transfer Surplus Queue. You can create transfers from that queue, as needed.

Transfer	Selects...
Normal	standard parent-to-child transfers.
Return	stock and nonstock items in surplus in the child branches, which should be returned to the parent branch. When choosing a Return Transfer Type, the system used the From branch as the To branch when creating the transfer order.
Return (Stock)	stock items in surplus in the child branches, which should be returned to the parent branch. Stock and nonstock return transfers use transfer grace days to limit the quantities of stock items available at a branch to transfer back to the central warehouse. If you want to select items in surplus at your child branches and take into account needs from other branches in your network, then use the Return (Short) selection below.
Return (NonStock)	nonstock items in surplus in the child branches, which should be returned to the parent branch. A child branch has a surplus of a nonstock item if its projected inventory level (PIL) exceeds its surplus point.
Return (Emergency)	items in surplus in the child branches, which can be returned to the parent branch to fulfill an emergency need. An emergency exists when the product is below the order point of the parent branch, or will be below the order point if the parent branch conducts automatic transfers for the child branches.
Return (Short)	the surplus a child branch has if the parent branch or any other child branch is short. This selection only suggests returns from a child branch that has a surplus if there are other branches in your network that are below their order point in which case, they need the surplus stock. This selection differs from the Return (Stock) above. The Return (Stock) suggests returns from the child if it has a surplus regardless of the needs of the other branches in the network. When using this option, the system suggests return transfers (short) in the transfer has the following conditions: The child has excess using normal system calculations. There is a need somewhere else in the network for that excess. The parent cannot cover the need based on the current available stock minus the order point (lead time X demand + manual safety stock.