Transfer Orders
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For brands using OMS, in addition to the "Package Orders" screen, there is a "Transfer Orders" section for tracking inter-store transfer processes. This menu allows detailed monitoring of the transfer delivery process, including managing and tracking package deliveries and their respective stages.
To access the transfer management details through the Instore application, navigate from the main page by clicking the Transfer Orders button.
Transfer processes can be configured for both incoming transfers and transfers to target stores. To view incoming transfers to the store, the toggle button on the Transfer Orders page should be set to "Expected".
To track transfers dispatched from a store to different stores, the toggle button should be set to "Dispatch".
In the Akinon Instore application, the filters available for the transfer table allow users to filter based on the following criteria:
Order Date: The date when the order was placed.
Order Number: The number assigned to the order.
Package Number: The number assigned to the package.
Product Barcode: The barcode number of products within the transfer packages.
Product SKU: The SKU number of products within the package.
Customer First Name: The first name of the customer who placed the order.
Customer Last Name: The last name of the customer who placed the order. These filters enable detailed and specific searches within the transfer table for both "Expected" and "Dispatch" statuses.
In the Instore application, when the transfer status is set to “Expected”, transfers can be tracked through four different statuses during the supply process. Each status represents different stages and scenarios in the product's journey to the store.
“Waiting”: This status indicates that the transfer process has been initiated, but the transfer has not yet started. It signifies that the products are either being prepared for shipment or the shipment date is still pending.
“In Transit”: At this stage, the products have left the source and are on their way to the store. Once the transfer packages are handed over to the carrier, their status changes to “In Transit”. This means the transfer process is ongoing, and the products are en route to their destination.
“Transferred”: This status indicates that the products have been successfully delivered to the store and the transfer process has been completed.
“Cancelled”: This status signifies that the transfer process has been canceled for any specified reason.
For tracking transfers initiated from the current store, the toggle button should be set to “Dispatch”. This setting allows for the coordination and monitoring of the transfer processes between stores.
Here's the translation for the statuses of transfers initiated from a store:
“Waiting”: Indicates that the products are prepared for dispatch to another store, and the shipment step is pending.
“In Transit”: Means that the products have been handed over to the carrier and are en route to the destination store.
“Transferred”: Signifies that the products have successfully arrived at the destination store and the transfer process is complete. At this stage, the products can be picked up from the receiving store.
“Cancelled”: Lists transfers that have been canceled.
“Out of Stock”: Indicates that the product planned for transfer is not available in stock.
Here's the translation for the columns in the table listing transfers expected to arrive at the store and transfers dispatched from the store:
Transfer Number: The number assigned to the transfer order containing the products expected to arrive at the store. Clicking on the transfer number will lead to the Transfer Details screen with detailed information about the transfer contents.
Package Number: The column displaying the package number at any stage of the transfer process.
Order No: The column showing the order number associated with the package waiting to be transferred.
Order Date: The column sharing the date when the order was placed.
Target Transfer Date: The column containing the target date for the expected transfer orders. If the target date has not passed yet, the date is displayed in day/month/year format. If the transfer is delayed beyond the target date, the number of days delayed is marked in red.
SKU: The column displaying the SKU number of the product in the transfer process.
Transfer Status: The column indicating the status of the transfer. All packages in a table will have the same status based on the selected filter.
Source Location: The column showing the store where the products being transferred are sourced. For transfers with the status set as “Expected”, this column will display a store other than the store where the sales representative is logged in. For transfers with the status set as “Dispatch”, this column will always display the store where the sales representative is located since dispatch is from the current store.
Destination Location: The column showing the target store where the transfer will be made. For transfers with the status set as “Expected”, this column will display the store where the sales representative is logged in. For transfers with the status set as “Dispatch”, this column will always be different from the store where the sales representative is located, as it lists transfers to be delivered to other stores.
In the Akinon Instore Transfer Orders page, printing options are available to print transfer orders for selected statuses, including both packages ready to be transferred and those awaiting transfer. By clicking the Print button on the table, a list of products in the transfer process can be printed.
The process for printing includes accessing the Print Preview pop-up screen, where the Group by Product setting can be adjusted. The steps to configure this setting and other details follow the same procedures outlined under the Package Table heading in the document.
In the Transfer Orders table, the Print Settings button allows you to select the product details you want to include in the printed document. After clicking the Print Settings button, a pop-up screen will appear where you can choose the desired product details. Once you have made your selections, click the Save button to finalize the settings.
In the Akinon Instore application, users can access detailed information about products in the transfer process via the Transfer Details screen. To access the Transfer Details screen, click on the transfer number in the Order Transfers table.
The Transfer Details screen of a transfer consists of five sections: the transfer number and the number of items in the transfer package, transfer information, transfer details, destination address details, and the products within the transfer package.
The columns to be displayed in the list of items to be transferred can be adjusted. Additionally, the transfer statuses can be changed on the Transfer Details page using action buttons that allow the statuses to proceed according to the configured flow.
In transfer processes, action buttons can be configured for each status according to workflow requirements. This allows for tailored experiences at different stages of the transfer process to meet specific needs.
