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To create a transfer demand, users must go to Inventory > Transfer Demand.
The "Transfer Demands" module is only useful for Organizations with 2 or more locations that transfer inventory or assets between one another. This can be performed by authorized personnel or an administrator on behalf of the sending/receiving branches.
Overview
Creating a Transfer Demand is Steps 1 and 2 of this process flow. Resto iQ will consider the permission-level of the account used to create a Transfer Demand. If the account used to request happens to be the approver as well, it will automatically approve the request. However, the same cannot be said if the requester requires approval; in which case, the process flow shown above will be followed.
Step-by-step
Creating a Transfer Demand
1. Click "Inventory".
2. Click "Transfer demand".
3. On the top-right of the table, click the "Add demand" orange button.
4. Select the location the request demand is addressed to. Effectively, this is the supplier of the items.
Note: you must have access to the locations that you are sending your requests to and requesting for. If you don't see the location you need, please contact your admin to check your role has access to the location.
5. Select the location receiving the inventory items (Request For).
6. (Optional) - users are recommended to enter a note/description here to aid in recall in the future.
7. To start entering line-items, click "Add New".
8. Type in your item. In this example, we typed "plastic" to reveal our item "Plastic Spork".
9. Please enter the desired quantity. Note that the preconfigured unit of measurement (UoM), established at the time of item creation, will be displayed in the "Unit" column.
Note that the unit used here is the Stock Unit, not the Purchase or Recipe Unit.
10. To add another one, click "Add New".
11. In this example, we will type "nacho" and select the item "Nacho Chips".
12. Enter the desired quantity.
13. When done, click "Create"
14. Resto iQ will generate a transfer demand that will appear at the top of the main table. Make a note of this demand number, as it will be required for subsequent steps (starting Step #19).
15. Seeing "Approved" immediately indicates that you are using an account that is also the approver. If not, then the designated approver needs to approve the request.
Additionally, a note will be displayed on the right-hand side to assist with recall and provide details.
Guide
Figure 1 (Add Demand Window for Reference)
- Input the 2 locations (request TO and request FOR)
To - the entity supplying/sending the inventory.
For - the receiver of the supplies. - Optional: Request demand on menu-item or sub-recipe composition.
Check the checkbox based on what has been preconfigured in your Resto iQ accounts. Should you not have any of these configured, you may skip this portion.
Figure 1.1 - Step-by-step guide on how to add Items (Standard Procedure)
- Click “Add New” to create a new row on the table.
- Enter the inventory item. The textbox will recall items based on the inputted text.
- Enter the correct quantity.
- Click “Create” to complete the task.
Optional: Demand based on Menu-Item vs Sub-recipe
The checkboxes “menu-item” and “sub-recipe” will help the user automatically populate the inventory table. To see the differences, see Figure 2.1 vs 2.2.
Figure 2.1 - demand is based on menu-item composition (blue). Items recalled after clicking "Generate Item" is "Mini-Pizza".
Figure 2.2
Demand is based on sub-recipe composition. Inventory items recalled after click "Generate Item" are "Cheese", "Pepperoni", "Pizza Dough".
Monitoring
Figure 3.1 - Supplying stores will see transfer demands from the "My Supplies" module:
Figure 3.2 - Receiving stores will see the status of their request from the "My Receipts" module.
