Understanding Transfer Demand

Transfer Demand is a Resto iQ Inventory feature that allows authorized members to transfer inventory between locations when goods are needed at another branch.

Transfer Demand is a feature of Resto iQ Inventory that allows authorized members to create a request to move inventory between locations. This process helps avoid additional costs by transferring items from branches with surplus stock, thus minimizing waste and maintaining optimal inventory levels. However, frequent transfers may indicate inefficiencies in inventory management.

Pre-requisites of Transfer Supply

1. Users must have access to the Transfer Supply module.
2. Users must have access to the brands receiving and sending.
3. Users must have access to the locations receiving and sending.

Guide

Transfer Demand is accessible by going to Inventory > Transfer Demand. Upon reaching this page, this guide can help users define the table.

• Demand Number
  This can serve as an organization's internal reference number for transfer demands.
• Created At / Completed At
  This is the timestamps for the inventory transactions. This aid users maintain sense of urgency as to approving/delivering goods.
• For
  This is the supplier transfer demand is for -- locations under "For" will need to pack the goods and deliver it to the recipient.
• To
  This is the receiver of the transfer demand. This location is responsible for tagging the goods as "received".
• Status
  Current and up-to-date status of the transfer demand.
• Created by
  Who created the inventory transaction inside Resto iQ. The platform will display the individual's account/username.
• Note
  Optional textbox to aid recall/memory. Highly recommended users to input contextual information here to reduce recall delay in the future.

Features: Main Toggle

Depending on the brand and location permitted to a user's account, these toggles switch between the following:

• My demands
  This is where users may view all transfer demands assigned to the user's permitted brands and/or locations.
• My supplies
  This is where users may view all the supplies assigned assigned to the user's permitted brands and/or locations.
  
  
• My receipts
  This is where users may view all the receipts made by the brands/locations permitted to the user's account.
  
  

Features: Switch (Demand/Demand Items)

The switch feature allows the user to change the perspective of the table. This allows Resto iQ to be versatile to any user of an organization. From Territory Managers to CEO, there's an option for every user.

• Switching to Demand Items
  
  
  The information on the table will mostly be centered around the items, more than the transaction details.
  
  
  
• Switching to Demand
  
  
  The information on the table will mostly be centered around the transaction and won't display the inventory items included.
  
  
  
  

Feature: Export and Filtering

• Export
  Allows the user to export and download a Microsoft Excel file (.xls format) and give the user the ability to manipulate the data outside the platform. Useful for reporting or presentations.
  
  
• Filter
  
  Useful for when the table is already filled with multiple pages of transactions, users may filter information on the table to aid in locating a particular query.