Overview
The Fourth Transferring app, when paired with Fourth's Inventory solution, allows users to easily manage the process of transferring products and recipes between their Locations. Crucially, it enables the process to be carried out on a mobile device, away from the back-office environment. Transferring can be accessed via the main Fourth app on a mobile device or through supported web browsers on a desktop/laptop computer.
Transfers created in the Transfer app will be created, sent and approved in a single action. This is a "one-click" option for posting transfers without the need for both the sending and receiving parties to be involved. This would typically be used to record movements of goods either after or whilst they are physically transferred.
Please submit a request to Fourth's support team to have the app enabled.
Please note: A similar article for our Adaco (Inventory for Hotels) product can be found here.
Application Launch
To open the Transferring app:
- Log in to the Fourth app on a mobile device or go to https://secure.fourth.com/ (or https://secure.na1.fourth.com/ for the North American Fourth Platform) in a web browser.
- Select Transferring from the list of connected apps.
An internet connection is required to use the Transferring app - offline use is not supported.
Fig.1 – 'Transferring' app icon in the list of connected apps
Creating Transfers
On launching the Transferring app, the 'New Transfer' screen will display (see Fig.2).
- Select a From Location and a To Location from the drop-down menus (locations are sorted alphabetically).
The list of From locations is based on user access (managed in the core Inventory application).
The list of available To locations is determined by the chosen From location, i.e. the locations to which a transfer is permitted will be listed in the list of To locations.
When both locations are selected, a list of available items (products, batch recipes and menu items) for transfer will appear.
Fig.2 - New Transfer
- Select a Transfer Date. The date list will default to Today, but Tomorrow, Yesterday, or one of the four most recent days in the past can be selected (see Fig.3).
Fig.3 - New transfer location and date selection
- Comments can be added to provide additional information on the transfer or to explain why it has been initiated (see Fig.4)
Fig.4 - Transfer Comments
- Next, choose the products and/or recipes to add to the transfer by either scrolling through the list or using the search bar
Fig.5 - Transfer item search
Fig.6 - No items matching search criteria
Where no items are available to transfer between locations, or the search returns no matching products, the response No items match this search criteria will be returned (see Fig.6).
Items will only be available to transfer where they exist in both the From and the To locations.
- Set the quantity of each item to add to the transfer - either use the +/- steppers or enter the value manually
Where quantities have been added, the item will appear with a blue shade.
- Once transfer quantities have been applied, the selected items can be previewed by selecting the Preview Selections toggle (see Fig.7). This will display only those items with a transfer quantity greater than zero
Fig.7 - When a quantity value has been added, the item's background will turn blue.
- To reset the items that have been applied to the transfer, select Clear
A notification will appear for confirmation/cancellation of this action (see Fig.8).
Fig.8 - Clear items, confirmation (Clear)/cancellation (Back) message
- When the transfer is ready to send, select Submit
A summary of the transfer will be displayed onscreen.
- To confirm, select Submit again. To continue working on the transfer, select Back
Fig.9 - Summary of the transfer is displayed when 'Submit' button is selected
On successful submission of the transfer, a notification 'Transfer successful' will display, and the app will return to the 'New Transfer' screen.
Fig.10 - Transfer successful
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