Stock transfers
Stock transfers
A transfer decision moves stock between locations. Transfer work reaches you as a Transfer task, raised by a routine:
- Store transfer check: stores that will run short before their next replenishment, with the whole packs to send from the warehouse. One task per destination store.
- Transfers: the engine’s routine that brings its daily transfer lanes into Tasks. One task per lane.
What Twelfth suggests
Twelfth raises a transfer when stock is in the wrong place: one location is short on a line while another is long on it. Rebalancing avoids a buy at one site and a markdown at another. Each line shows the suggested quantity, source, and destination, with the cover position at each end.
Working a transfer task
- Open the transfer task to see the suggested moves and the cover on both sides.
- Adjust the quantity where you know more, for example a location that is about to receive a delivery or a lane that is impractical this week.
- Settle every line, then record the decision.
A single suggestion can span several source or destination locations. Review each leg before recording it so the whole move reflects what you intend.
One lane, several buyers
A transfer task from the engine is one screen per lane. Everything moving from the warehouse
to a given store is in one place, instead of the same move being split across a
dozen tasks you have to visit in turn.
This makes a lane the one kind of task that belongs to no single buyer, so the
grid sections it by whose lines they are. There is one headed list per remit,
showing the people who hold it, how many lines it holds, how many you have
decided, and the units it adds up to. Collapse the sections you are not working on.
Narrowing a long list
The Display menu offers a filter for every categorical column the task spans:
remit, supplier, category, and the lane’s own From and To where a lane holds more
than one. Each value shows how many lines sit behind it, counted against whatever
else you have already set. Anything currently narrowing the table is listed as a
chip beneath the toolbar, and removing a chip undoes that filter.
Group by, in the same menu, changes which of those the sections split on, or
turns sectioning off for one flat list. An export carries the split as its first
column, so a sectioned screen does not flatten into a pool in a spreadsheet.
Sign-off works the same way. Each buyer records their own lines, the lane
stays open until the last of them has, and the task records one decision per
person instead of one in total.
If you administer the workspace you read every remit, so a lane opens with
everybody’s lines on it. Switch the header control from Whole business to
My remit to narrow every view (the lane, Suppliers, a category’s SKUs) to
the remits assigned to you, and to sign off only your own lines. If the control
says there is no remit assigned to you, ask an admin to set your range in
Remits; until then there is nothing to narrow to.