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How to create auto transfers from Encompass Mobile

Steps for taproom staff on Encompass Mobile to create an auto transfer: tap Transfer, pick from/to locations, add products, quantities and batches, then submit. Requires Auto Transfers setup and v24.04+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 24.04

Pre-Conditions

Steps

1. From the Encompass Mobile home page, tap on the Transfer button to access the transfers page.
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2. From the transfer home page, create new transfers and view the details of up to two weeks of recent transfers.
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3. To begin a new Auto Transfer, click on the location where the product will be transferred from and to. In the example below, the transfer is starting from the main brewery to the taproom on March 21, 2024.
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4. Then tap Add Product.
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5. Add products by searching for the "Product ID" or "Product Name" and tapping return or enter.
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6. Enter the Quantity to be transfered.

  • For most products, enter the Batch Number. The Batch Number will display with the bin or location the product is currently in, followed by the name of the batch.
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  • In the example below, the product is located in bin, Beer Cooler 1A, and the batch is GF 980.
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  • If a product has multiple batches, click the Add Another Batch button and enter the quantity and batch.
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7. Continue adding products to the transfer. When adding all the products has been completed, tap the Submit Transfer button.
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