Encompass Technologies

Recorded webinar (video only) from Connect Summit 2022 on the Encompass Transfer Portal ordering flow for placing inventory transfer orders efficiently. No written steps.

Transfer Portal: The Efficient Ordering Flow

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Transfer Portal: The Efficient Ordering Flow

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