Completing a Branch Transfer Order from CIN7

How to dispatch, receive and complete branch transfer orders from CIN7.

Branch transfer orders allow stores to transfer their stock between stores and this can be completed via the RFID scanners. This functionality is useful for confirming that stock is accurately dispatched and received between stores and ensuring that stock is tracked.

This article will focus on the interaction of Branch Transfers in CIN7 and the Ramp Platform.

Creating the Branch Transfer Order

Creating the Branch Transfer in CIN7

1. Open a web browser and login to your CIN7 account.
2. From the CIN7 dashboard, navigate to the left-hand menu and select Stock, followed by Branch Transfer. 
   
   
3. Click the New Branch Transfers button at the top-right of the Branch Transfer Orders screen.
   
4. In the New Branch Transfer Order window, fill in the following details:
   1. From Branch: Select the branch you are transferring inventory from.
   2. To Branch: Select the branch you are transferring inventory to.
      
      
   3. Product Name: Enter the product's name that you wish to transfer and select the matching product.
      
      1. Enter the quantity for each product size if prompted.
         
         
5. Review the list of products and quantities to ensure everything is correct.  Press Approve once confirmed.
   1. Users can also press Save as Draft if they wish to continue at a later date.
      

Importing the Branch Transfer to Ramp

Once the branch transfer has been created in CIN7, the integration service will import and sync this into the Ramp Platform to continue. Depending on the period sync interval, this may take up to an hour before the orders will appear in the Ramp Platform.

This section will aim at confirming that the branch transfer has correctly been imported via the Retail Application or the Web Portal.

To confirm the order is present on the Retail Application:

1. Open the Ramp Retail App and log in.
   
2. Tap on the Orders tile followed by the Pick Orders tile.
   
3. A list of active orders will be listed under the search results. Search for the specific branch transfer order and confirm that the order is present.
   
4. Upon opening the order, confirm that the branches, products and quantities are all correct and present.
   

Similarly, to confirm the order is present on the Web Portal:

1. Open a web browser and login to the Ramp Web Portal via the following URL:
   1. https://locafi-retail.com
2. From the navigation menu on the left, click on Orders followed by Order List.
   
   
3. From the Order List page, confirm that the Branch Transfer Number is present. If present, select View to examine further details about the order.
   
4. From the Order Summary page, confirm that the branches, products and quantities are all correct and present.
   

 

Dispatching the Branch Transfer Order

Once the branch transfers have been created, users can then use the RFID scanners to scan inventory to be allocated and dispatched against the given branch transfer. Once completed, the scanned quantities will be reflected against the branch transfer in CIN7 to approve.

Scanning and Allocating Inventory against an Order

Prior to starting, it is recommended that users have already prepared the inventory to be packed and dispatched for delivery. 

1. Follow the steps outlined above to navigate and select the correct transfer order to proceed. 
2. On the Pick Order page, users can tap the trigger quickly to begin scanning the inventory to be allocated. The RFID handheld will emit a starting tone and a green reading indicator will be displayed on the screen.
   
3. As the RFID handheld is scanning, aim the handheld at the inventory and pass the device across the inventory from different angles to improve readability.
4. As the inventory is scanned, you will see counts added against their corresponding SKU lines to confirm that it has been scanned. As these counts are updated, the colour of the SKU lines will be updated to provided users information on the status of the SKU line.
   

   Colour	Description
   	No RFID tags have been scanned for SKU A.
   	RFID tags scanned are either lower or higher than the expected quantity.
   	RFID tags scanned match the expected quantity.
   	Wrong or Unknown SKU was scanned.

5. As SKUs are scanned, completed SKUs will move to the bottom of the page, leaving any SKU lines that still need to be scanned to meet the required quantities.
   
6. Once finished, users can tap the trigger quickly to stop scanning the inventory. The RFID handheld will emit a stopping tone and the green reading indicator will disappear.
7. Once complete, tap the Submit button to save your scan.
   
8. You will be prompted to confirm if you have finished allocation against the order.  Tap YES to continue and complete the dispatch of the order. If you wish to continue scanning against the order, tap NO to return to the previous page.
   

Dispatching the Branch Transfer in CIN7

Upon the submission of the RFID scan, the integration service will sync the quantities scanned to be reflected on the branch transfer order in CIN7. However the service is unable to set the dispatched date to progress the status of the branch transfer so this will need to be completed by the users.

1. Follow the steps above to navigate to the branch transfer page, and open the branch transfer to continue.
2. In the Product section, the quantities of the products should be reflected to match the scanned quantities.
   1. All products that were originally against the order will have their quantities updated to match the scanned quantities.
   2. Any products that weren't originally on the order and were not scanned will have their line items removed from the order.
   3. Any products that weren't originally on the order and were scanned will have their line items added onto the order.
3. Once confirmed, set the Dispatch Date to be the day of the scan. 
4. Once set, the Qty Transferred  will be updated to the Holding Qty. The status of the order will be updated to Transferred to match.

 

Receiving the Branch Transfer Order

After the branch transfers have been dispatched, users can then use the RFID scanners to scan inventory to be received against the given branch transfer. Once completed, the scanned quantities will be reflected against the branch transfer in CIN7 to approve and complete.

The procedure for completing the receival process is similar to the dispatching process in the retail application.

Scanning and Receiving Inventory against an Order

1. Follow the steps outlined above to navigate and select the correct transfer order to proceed. 
2. On the Receive Order page, users can tap the trigger quickly to begin scanning the inventory to be allocated. The RFID handheld will emit a starting tone and a green reading indicator will be displayed on the screen.
   
   
3. As the RFID handheld is scanning, aim the handheld at the inventory and pass the device across the inventory from different angles to improve readability.
4. As the inventory is scanned, you will see counts added against their corresponding SKU lines to confirm that it has been scanned. As these counts are updated, the colour of the SKU lines will be updated to provided users information on the status of the SKU line.

   Colour	Description
   	No RFID tags have been scanned for SKU A.
   	RFID tags scanned are either lower or higher than the expected quantity.
   	RFID tags scanned match the expected quantity.
   	Wrong or Unknown SKU was scanned.

5. As SKUs are scanned, completed SKUs will move to the bottom of the page, leaving any SKU lines that still need to be scanned to meet the required quantities.
6. Once finished, users can tap the trigger quickly to stop scanning the inventory. The RFID handheld will emit a stopping tone and the green reading indicator will disappear.
7. Once complete, tap the Submit button to save your scan.
   
   
8. You will be prompted to confirm if you have finished receiving against the order.  Tap YES to continue and complete the receival of the order.
   1. If you wish to continue scanning against the order, tap NO to return to the previous page.
      

Receiving and Completing the Branch Transfer in CIN7

Upon the submission of the RFID scan, the integration service will sync the quantities scanned to be reflected on the branch transfer order in CIN7. However due to the restrictions in place by CIN7, the results of the RFID scan will dictate what course of action is to be completed before the order can be completed.

• If RFID scan does match the expected dispatched quantities of the branch transfer, then users are able to fill in the Completed/Received date in CIN7 to finalize the order.
• However, if the RFID scan does not match the expected dispatched quantities of the branch transfer (e.g. there are more or less inventory items scanned during receival) then you will need to complete the following steps before you can finalize the order.
  • The user will need to clear the dispatched date and re-enter the dispatched date against the branch transfer.
    • This will trigger the order to update to match the newly received quantities scanned against the transfer order.
  • Once this has been re-entered and updated, users can then fill in the Completed/Received date in CIN7 to finalize the order.