With business growth in a year as tumultuous as 2020, organizations need better ways to handle inventory movement. Panatrack offers the Directed Transfer infrastructure, which is designed to facilitate the movement of inventory between sites or bin locations. To make the process of moving inventory easy, effective, and efficient Panatrack utilizes a series of transactions including Transfer Order Pick, Inbound Transfer Receipt, and Transfer Request. These three transactions along with the ability enter transfer orders via SQL automation or the Panatrack Portal allows the application to meet a variety of business needs. We will review the top four reasons Panatrack clients are using the Directed Transfer Module.
The Directed Transfer Infrastructure is comprised of three major mobile computer transactions and two additional methods of transfer entry that do not occur on a mobile computer. This
Restocking Satellite Locations
When it comes to maintaining inventory at satellite locations be it distribution centers, stockrooms, truck stock or other locations it is important that the correct amounts of inventory is moved at the right times. For hospitals and healthcare centers this often means restocking supply closets on a daily or weekly basis. Some engineering companies may use a directed transfer to maintain proper levels of truck stock based on a weekly count. Panatrack users with multiple distribution centers across a region use directed transfers to record the picking of inventory as its picked from the master site and shipped out to the DC. On the receiving end of the process, the distribution center can record the inbound receipt of product, confirming on both ends that the proper inventory has been processed.
Staging Inventory for Manufacturing & Assembly Process
Organizations with an assembly or manufacturing process may use directed transfers to move inventory between a stocking location in the warehouse and the manufacturing floor. By using a SQL trigger at the scheduling of an MO or a
Pull Inventory for Jobs & Projects
When Jobs & Projects are approved, inventory often needs to be pulled from stock loaded into a van or truck. Directed transfers can be created to generate a pick list to accomplish this move of inventory from the warehouse and placed into a staging area or directly onto a truck for jobs. Based on existing customer use cases, these may be a third-party service handling the service orders or job accounting. When a job is approved a transfer order is created either manually or through SQL with the parts that were placed on the quote.
When the transfer order is picked, a label is generated and lists the items picked along with the Directed Transfer Order Number which matches the service number. These items can be picked to a staging location before being loaded into vehicles or picked to a site a representing the vehicle that will take them to the service. Once the job is complete, the items are decremented from inventory accordingly.
Tracking In-Transit & On the Water Inventory
The final use case of directed transfers we will review is the ability to use the Directed Transfer Module to track inventory as it is in transit, between warehouses or even on the water prior to arriving in country. When a Directed Transfer has a Via Site set in Panatrack, we are triggering a 2-step move, with a transfer to the Via Site, and an inbound transfer receipt at the destination. This inbound receipt transaction allows the user to confirm all the items as they are unpacked, ensuring that if anything was damaged or misplaced during transit, that inventory levels at the receiving site are correct.
The Inbound Receipt can also be used to receive inventory when it arrives from overseas shipping if the company is taking financial responsibility for the items when they leave the country of origin. By populating the Panatrack tables with the pending inventory and setting the from site as “On the Water” the accounting team still has visibility into what is in transit, while the warehouse can receive the items alongside traditional POs.