Minimum Version Required: 24.04
Pre-Conditions
Setting up accessibility to Auto Transfers from the Server:
Users must be given access to the Auto Transfer dashboard by setting Dashboard Roles here. Once a user's role has been given access, they will be able to access the Auto Transfer dashboard by searching for "Auto Transfer" in the Universal Search bar.
Steps
Configuration Setup:
Auto Transfers was made with your taproom employees in mind. Create transfers on Encompass Mobile in just a few seconds. The transfer invoice will be automatically returned and the purchase for the destination location will be automatically received.
If you are already creating transfers with Transfer Planner or using existing Inventory Transfer Rules, you an edit the Transfer Method on the Inventory Transfer Rules record to Auto Transfer. This will allow transfers to be created with the auto transfer workflow.
If this is the first time setting up transfers, it is recommended to get started by using the Transfer Planner Setup dashboard. This dashboard will create the data necessary for the transfer. Once the setup is complete, you an change the Transfer Method on the Inventory Transfer Rules record to Auto Transfer.
It is also possible to have two transfer methods for the same from/to locations. One transfer rule could be for auto transfers, and the other for transfer planner.
Encompass Mobile Setup:
The Transfer Mobile Link has been created in version 24.04 for the Default Mobile Applications. Users with roles with the EM Mobile Application = Default will already see the Transfer button on the home page in Encompass Mobile.
If you are using a custom Mobile Application, a Mobile Link will need to be created by taking the following steps:
1. Go to the Mobile Links table and filter to your custom mobile application.
2. Click Add Mobile Links
3. Set the fields as follows:
a. From Mobile Item = Home - Encompass Mobile
b. To Mobile Itme = Transfer
c. Grid Layout = Main
d. Sequence = (User Preference). This will set the position of the button so setting to the highest sequence will place the button at the bottom of the home page.
Note: Know that there may be about an hour delay before users will see the transfer button if the mobile link was added to a custom application.
Click here for more information about creating auto transfers from Encompass Mobile