February 7th 2022, Release Note: Adaco: Mobile Transferring app

Summary

Release date: February 7th 2022

Transferring App

What's Changing?

A new connected app called Transferring, that allows for the transfer of products and recipes between outlets.

Reason for the Change?

The app will allow for transfers to be created on a mobile device on the fly, as opposed to completing in the Adaco core application.

Customers Affected

Adaco customers on an Enterprise edition can be granted access to the Transferring app.

Please liaise with your Fourth contact to arrange to have the app enabled.

Release Note Info/Steps

When enabled for an organisation and user, the Transferring app will be available in the collection of connected apps on the Fourth platform, as seen in Fig.1.

Fig.1 - Transferring app, connected app icon

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 Adaco application).

The list of available To locations is determined by the chosen From location - the locations that it is permitted to transfer to.

When both locations are selected, a list of available items (products and recipes) for transfer will appear.

Fig.2 - New Transfer screen

• Select a Transfer Date - it will default to Today, but Yesterday or any date from 4 days prior can be selected - see Fig.3

Fig.3 - New transfer location and date selection

Adaco may potentially change the date of the transfer when it is received if the inventory period that the transfer is dated for is closed. For example, if December 31st was selected but when the transfer reached Adaco, the December inventory period was closed, the transfer would be dated January 1st - the first available date in the current inventory period.

• If necessary, Comments can be added to provide additional information on the transfer, or to explain why it has been initiated (as seen in Fig.4)

Comments applied to transfers will be visible in the core Adaco application.

Fig.4 - Transfer Comments

• Next, choose the products and/or recipes to add to the transfer - either scroll through the list or use the search bar

The items available for transfer are restricted to those available and assigned a valid GL account at both locations.

Fig.5 - Transfer item search

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, as seen in Fig.6.

Fig.6 - No items matching search criteria

• 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 selections can be previewed by selecting the Preview Selections toggle, as seen in Fig.7

Fig. 7 - Preview selections

• To reset the items that have been applied to the transfer, select Clear

A notification will appear for confirmation/cancellation of this action, as seen in Fig.8.

Fig. 8 - Clear transfer items

• When the transfer is ready to send, select Submit

A notification providing summary detail of the transfer will be presented.

• To confirm, select Submit again
• To continue working on the transfer, select Back

Fig. 9 - Submit transfer

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

Once the transfer has been submitted, it will then be visible in the Adaco core application, as seen in Fig. 11.

It is not possible to view or amend submitted transfers in the Transferring app and any updates will need to be applied in the Adaco core application.

Fig. 11 - Transfer created from Transferring app in Adaco

If at any point during the transfer process the From or To locations are attempted to be changed, the selections will be reset, as seen in Fig. 12. This is because the items available for transfer between locations may differ.

• To confirm, select Proceed. To return, select Back

Fig. 12 - Change transfer locations

An internet connection is required to use the Transferring app - offline use is not supported.