CompositeLight
commented
3 weeks ago Hi Olly, to be honest I do not use, and would not advise anyone to use, the built in transfer tool. It’s fraught with issues, including the ones you point out, and the few times we’ve tried to use it have ended in disaster. Your milage may vary. What I can offer you is an alternative approach; this is how we now handle job to job transfers:
First, here’s the setup of a hypothetical scenario: Job A loads in Monday, loads out Tuesday night, will come back to be de-prepped on Wednesday. Job B loads in Wednesday, loads out Thursday night, will be back to be de-prepped on Friday.
You own 10 moving lights.
Job A needs 6 moving lights. Job B needs 6 moving lights.
Both jobs will now show a shortage, because on Wednesday you ‘need’ 12 moving lights, but you only have 10.
The solution is to send 2 moving lights direct from Job A to Job B…
The workflow: We have created an organisation within CurrentRMS called “On Site Transfer”. With the scenario above, I would create a new ‘transfer’ opportunity as follows: Customer: “On Site Transfer” Name: Something like “Job A to Job B Transfer” Start date: Thursday (or immediately after, and as close as possible to, the end date of Job A. This will vary depending on what you have you availability period set to). End date: Friday (matching exactly the end of Job B) This is important to flag other/on going availability issues.
In this ‘transfer’ job, I add the two moving lights. These are the items that will be going direct from site A to site B. Add whatever you need.
Then go to Job B and add a sub-hire allocation for two moving lights, with the supplier set to “On Site Transfer”. This now clears the shortage (on both jobs) because you’re “sub-renting” the items you need from yourself. Meanwhile, availability will be correct for the whole period, as there is no beak between Job A and the transfer job which aligns with the end of Job B. The warehouse can see that they need to prep 6 moving lights for Job A, and 4 for Job B. They can see that 2 will be On Site Transferred into Job B. So everyone is clear what’s going where, just by looking in the normal Detail View.
The only thing you have to watch out for is ensuring that anything listed as “On Site Transfer” on Job B must be added to the transfer opportunity.
Then, on site during the load out of Job A, have the team open up the transfer job on their phone/laptop and scan the kit listed onto the Transfer job. If Job B needs very specific items (because of a carnet or something) you can pre-allocate them, but otherwise the on site crew just choose whichever makes the most sense. When the Transfer Job’s items are then booked out, they will show as completed on Job A.
Scanning on site is obviously optional, but we operate on a “scan everything” approach generally to avoid errors. Alternatively, you could just pre-print a picking list and use that.
When Job B comes back to the warehouse, you can use Global Check-in to scan everything back.
Hope that makes sense!
A bug bear I've been discussing with the Current team for a while but going nowhere fast is that there is no way of getting transfer information onto a picking list or returns note for example and therefore unless the warehouse look at the screen all the time they've got no way of knowing about a transfer. It would be really helpful if there was a way to overcome this so that the transfer information is able to be shown on a document but appreciate this may be beyond the scope of this tool. Thanks in advance.