Branch Transfers

This is the process of moving assets among your internal locations (as opposed to back and forth to your customers). There are different names for this kind of movement. Here are some example names: Branch Transfers, Internal Deliveries, Innerbranches, Warehouse Runs, Stocking Deliveries

A common question is "How do I scan the movement of my assets in branch transfers?"

Here are the methods that we commonly recommend to customers:

1) Scan in a "Locate" action This involves scanning the cylinders to "Locate" 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 decide when you want to scan the cylinders. 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

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 only use this method if you will have Elite generated internal transfer tickets.

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)