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Transfer Portal - Setting up Site to Site Transfers

Steps for distributors (buyers) and producers (sellers) to set up site-to-site transfers in the Encompass Transfer Portal Setup dashboard. Needs linked Global Products, Trading Partners and v25.07+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 25.07

Pre-Conditions

  1. Products on both the distributor (buyer) and producer (seller) must be linked using Global Products
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  2. A Trading Partner record must exist for both parties
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  3. For outbound transfer directions, the customer must exist and that customer's address must match the location address on your trading partner's site.
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  4. For outbound transfer directions, the vendor must exist and that vendor's address must match the location address on your trading partner's site.

Steps

Using the Transfer Portal Setup Dashboard:
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Search for the Transfer Portal Setup dashboard in the "Search for anything..." box located at top of the page.
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Setup as a Distirbutor (Buyer)
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  1. Click on the Inbound tab
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  2. Enter the Vendor and Trading Partner
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  3. Click the +Add Inbound Transfer Direction button


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Setup as a Producer (Seller)
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  1. Click the Outbound tab
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  2. Enter the Customer and Trading Partner
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  3. Click the +Add Outbound Transfer Direction button


​Result (Data Created):
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  1. The selected Trading Partner will be updated on the selected customer (outbound) or vendor (inbound)
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  2. The TransferPortal Exchange Configurations, and Exchange Configuration AP Accounts (inbound) or Exchange Configuration AR Accounts (outbound) records will be created

Fields And Definitions

  • Distributor (Buyer): This is the trading parter that is purchasing and receiving products using purchases.
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  • Producer (Seller): This is the trading parter that is selling and shipping products using invoices.

Best Practices

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