Once a Hub has completed a production it can log the transfer of the products to each site by using the Transfer feature.
The site will then confirm successful delivery of the products in Edify and inventory levels are updated accordingly.
Hub: Transferring a production
Recording a transfer in Edify
Navigate to Waste & Transfers > Transfer and go to the 'Spoke Transfer' tab.
In this page you will see each sites requested products.
Please note, only productions which have had their benches planned and are today will be shown in this page. You will not be shown future days productions or productions you have not yet completed bench planning for.
Once you are ready to record a transfer:
Select the production you are transferring from the dropdown in the top left. This will set to 'all productions by default'
Use the tickbox to select the site you are transferring to - click 'Select all' to choose all sites
Click 'Transfer' in the top right
Click 'Transfer' on the pop up
The selected sites transfer will disappear from your view. This will now appear as a delivery for the site to accept.
Changing the quantities being transferred
If the amount you are transferring to the site differs from the amount requested this should be recorded in Edify.
To do this simply change the number in the 'Transferred' column to the amount being transferred. When the site receive the transfer as a delivery the quantity entered in the 'Transferred' column will be reflected.
Cancelling a transfer
If you no longer need to transfer a production to a site you can remove it by selecting the production using the tickbox then click 'Discard'. Click 'Discard' again on the pop up.
This will remove the production from you 'Spoke Transfers' tab, and there will be no delivery for the site to confirm.
Transferring On Demand productions
For products made using the On Demand planner transferring works slightly differently.
Navigate to Transfers & Waste > Transfer
Select the 'Manual Transfer' tab
Find the product you will be transferring
Click 'Transfer'
Input todays date
Select the site you are transferring to and the quantity being transferred
Click 'Add product to transfer' if you are sending more than one product
Once everything is inputted click 'Add Transfer'
This will now appear as a delivery for the site to accept.
Spoke/Hybrid: Accepting the transfer
As soon as a Hub transfers a production in Edify to a site it will appear as an upcoming delivery in the Deliveries section of Edify.
Once the order is received by the site they should confirm its successful delivery in Edify.
Confirming delivery
Navigate to Deliveries
Identify the transfer you've received (Order number will begin with TR rather than PO)
Check the amount of products received matches the quantities listed in the transfer
If everything matches click 'Confirm delivery'
Adjusting quantities received
If you have received a different quantity to those shown in the transfer this should be updated in Edify.
For the relevant product input the actual quantity you received in the 'Qty' column.
Then click 'Confirm delivery'.
Transferring productions FAQs
Why is my 'Spoke Transfers' tab blank?
This tab will only populate with productions available to transfer once bench planning has been completed and if the production is for today.
What happens if I plan my benches, but then a site requests a quantity change so I have to delete my benches and replan with new quantities?
If a site makes a quantity change request once benches have been planned so you delete your benches and replan them with new quantities, it is the new quantities that will show in the 'Spoke Transfers' area.
Where can I view a history of the productions a Hub has transferred to Sites?
To view a history of the productions a Hub has transferred to different Sites use the Homepage report:
Navigate to Reports > Homepage
Select the 'Transfers' tab
Select the Hub in the site selection dropdown
Filter to the date range you're interested in
You will be shown a history of the transfers made and the value of the transfer.
Can I use the 'credit request' feature if I receive a quantity different to what is in the transfer?
No, this feature will not work for Hub transfers. Instead input the quantities you did receive in the Qty column and confirm the delivery.