Branch Transfers

How do we scan branch transfers?

A common question is "How do I scan the movement of my assets among my internal locations?"

The process of moving assets among your internal locations (as opposed to back and forth to your customers) can go by various names like: Branch Transfers, Internal Deliveries, Innerbranches, Warehouse Runs, Stocking Deliveries

Regardless of what it is called. Below are some of the methods that we commonly recommend to customers to move assets among internal locations:

Option 1) Scan in a "Locate" action

• This involves scanning the assets in a "Locate" action to move them to their new destination.
• You can do this scan at either the shipping or the receiving location.
• It would be up to you to define the process you will use - basically to decide when you want to scan the assets. For instance some TrackAbout users do all scanning at the main fill plant - whether in or out. While other TrackAbout users always do the scanning from the shipping location whether that's the main fill plant or the branch
• Each asset is scanned just once - on the single Locate action.
• The negative of this scenario is that your inventory will be off while the truck is driving.
  • For example:
  • You load up a truck in location A and scan the assets in a "Locate" to location B.
  • Then sync or wirelessly save this record
  • TrackAbout will immediately move these assets from location A to location B
  • The assets will appear as though they are available in location B, but they are not there yet. They are still on a truck at location A.

Option 2) Delivery that we turn into a branch transfer

• In this case you setup some 'fake' customer numbers that we link to your branches. Then from the handheld you do a deliver to this fake customer number. *From the handheld it looks just like a normal delivery. Once the record is saved to the server, the server recognizes that this is a special customer number that really points to a branch and it instead turns the record into a 'Branch Transfer' record.
• You would normally only use this method if you have internal transfer tickets generated by your business system.

Option 3) Load and unload truck

• In this method you scan cylinders onto a truck in the shipping location and then scan them off of the truck in the receiving location. So in this method you would scan twice.
• You would use this method if you want the double check of scanning each cylinder twice.
• This method requires the Truck Load Module

General

• It is possible to use a combination of the above methods. They will all move the asset and there is nothing to stop you from using more than one of these methods at the same time in different circumstances.