MacromatiX: Mobile Transfers - Approving a Transfer

Overview

MacromatiX Mobile Transfers allow a restaurant to accurately track stock when it is sent between restaurants or a central warehouse. Mobile Transfers offers a manager a range of insights and assurances throughout the entire transfer process. From visibility on transfer item stock levels, to being able to select from restaurants in a pre-approved transfer zone, and from recording stock temperatures, to improved accountability through electronic signatures, Macromatix Mobile transfers is a full service mobile solution for restaurants.  

  Best practices for approving transfers are as follows:  

• Focusing on accurate inventory management will reduce the need for transfers

• The requesting manager should call the sending restaurant to request the transfer

• The sending manager creates the transfer in MacromatiX 

• The requesting manager can approve or reject the transfer in MacromatiX
  
  

A practical restaurant operations goal would be to reduce the need for transfers by using MacromatiX to manage restaurant inventory accurately.

Approving a Transfer

• Log into the MacromatiX Mobile site directly on a mobile device and from the Menu select Inventory Transfer (Fig.1)
• Select Pending

Fig.1 - Mobile navigation

If there are any transfers requests that are pending approval, they will appear on the Pending page.

• To review the transfer request details select View (Fig.2)

Fig.2 - Pending transfer

• To review each transfer items details, select the item and it will shade blue. A panel on the right will display the Item Details (Fig.3)

Fig.3 - Transfer details

• Select ACTIONS and choose one of the following options:

	This will confirm you accept the stock. A pop-up will appear for you to log the temperature and add comments (Fig.4)
	This will reject the stock and cancel the transfer. A pop-up will appear for you to add comments (Fig.5)

Fig.4 - Confirm transfer approval 

Fig.5 - Confirm transfer rejection

Transfer History

• Log in to the MacromatiX Mobile site directly on a mobile device and from the Menu select Inventory Transfer (Fig.6)
• Select History

Fig.6 - Mobile navigation

On this page you can use the following fields to review the Transfer history:

  Type in a Restaurant here to find any transfer to/from that restaurant

  Select the down arrow to choose a date range

Select VIEW to see the transfer details

Related Articles

Take a look at our other articles for MacromatiX Mobile Inventory

MacromatiX: Mobile Waste - Recording Waste

MacromatiX: Mobile Transfers - Creating a Transfer

MacromatiX: Mobile Travel Path - Manage Locations

Printable Guides 

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Training

Talk to your MacromatiX account manager or send us an email if you are interested in learning more about our MX Masterclass sessions for Restaurant Users, Area Managers, Franchisee's or Head Office Administrators.