MX: Qdoba: Transfers

Overview

Transfers can be a helpful process to ensure stock can be shared between stores in the event of an unexpected shortage. Accurate inventory management and sales forecasts will assist in reducing the amount of restaurant transfers.

Best practices for requesting and approving transfers are as follows:

Focusing on accurate inventory management will reduce the need for transfers
The requesting manager must still call the sending store to request first
The requesting manager creates the transfer in Fourth
The receiving manager approves the transfer in Fourth as soon as the stock departs

The goal is to reduce the need for transfers by helping manage the inventory more accurately.

Approving a Transfer

From the Work Flow, select the Check Open Transfers task (Fig.1), or from the Menu tab, navigate to the Transfer tab, select Open Transfers (Fig.2)

Fig.1 - Workflow navigation Fig.2 - Menu navigation

Alternatively, log into the mobile site directly on a mobile device and select Inventory Transfer from the Menu
Select Open Transfers

Fig.3 - Mobile navigation

If there are any transfers requests that require approval, they will appear here. Select the View button to review the transfer request details

Fig.4 - Transfers to approve

Then select each item to display the Item Details panel on the right

Fig.5 - Item details

Select the ACTIONS button and choose one of the following options:
- Approve - Select this option to confirm the stock to be sent from the store

The inventory levels will decrease immediately once approved. Ensure that the stock has been transferred or will be as soon as possible.

- Deny - Select this option to deny the transfer being sent from the store. A pop up will appear asking you to enter a reason and confirm

If the transfer is denied the inventory levels will not change, and the requesting store will get a notification alerting them that it has been denied.

Fig.6 - Approve or Deny transfer

Requesting a Transfer

From the Menu tab, navigate to the Transfer tab
Select Request Transfer

Fig.7 - Menu navigation to Request Transfer

Alternatively, log on to the mobile site directly on a mobile device and select Inventory Transfer from the Menu
Select Request

Fig.8 - Mobile navigation to Request Transfer

From the list of stores, use the Select button to designate the restaurant to request items from

Fig.9 - Select store to transfer items with

Select the +ADD NEW ITEM(S) button and use the pop-up that appears to search for items

Fig.10 - Add New Item(s)

Start typing in the item name and select the SEARCH button
When the item appears in the search list, select it by ticking the checkbox on the left
Select the ADD ITEM(S) button