How to Complete a Route to Route Transfer

This guide will demonstrate how to correctly use the Route Transfer functionality within OTS to transfer product(s) to and from Routes.

Table of Contents:

How to perform a Route Transfer Out (Sending product(s) to another Route)
How to perform a Route Transfer In (Receiving product(s) from another Route)
How to proceed when there are errors with a Route Transfer (Sent to Incorrect Route or quantities are not correct)

Disclaimer
If you believe you have an error associated with a Route Transfer, please contact DSD Support immediately. To assist you with resolving the issue always contact DSD Support prior to completing your end of day. We cannot assist with correcting the issue if your end of day has been completed. The DSD Support email is [e-mail] and phone number is 510-447-1700.

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How to perform a Route Transfer Out

1. Tap Inventory to enter the Inventory menu.     

2. Tap Route Transfers to enter the Route Transfers menu.

3. Tap R2R Transfer Out to complete a Transfer of product out to another Route from your inventory. 

4. The Select Destination Route screen will display all routes available for transfers. Tap the route to transfer to from the list shown in or type in the route number in the Filter bar in Image 1. Enter the route receiving route number and this is the output shown in Image 2. Once you have confirmed the route number to transfer to tap the route number to begin the product selection.

                                                        Image 1                                                                  Image 2

5. Find and tap the product(s) that will be transferred out. Tap to select the item to adjust quantities. For example, we are using PG10.5-MAJOR D.

6. Enter the quantities that are to transfer out and tap the checkmark to continue.

7. Once all product(s) have been entered for the Transfer, tap the Forward arrow button as shown in Image 1. Next, tap the "Yes" button to post the transaction as shown in Image 2.

Image 1   
    Image 2   

8. Please print a copy for your records and tap the forward arrow button to finalize the Route Transfer.

_____________________________________________________How to perform a Route Transfer In

To ensure that Route Transfers are being correctly completed.  When performing a Route Transfer In, the transfer must be completed and closed within the handheld in 21 days.  A report will display open Transfer transactions to monitor which Route Transfers are still open.

1. Tap Inventory to enter the Inventory Menu.

2. Tap Route Transfers to enter the Route Transfers menu.

3. Tap R2R Transfer In to begin the Transfer of product from another Route into your inventory.

4. Confirm and tap the Expected Transfer.

5. Confirm Quantities then tap the Post button  to continue.   

6. Tap "Yes" to Post the Transaction.

7. Please print a copy for your records and tap the forward arrow to finalize the Route Transfer.

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How to proceed when there are errors with a Route to Route Transfer

If there is an error with the Route to Route Transfer, such as creating a Route Transfer Out to an incorrect Route or inventory quantities do not match the Transfer document.  Please follow these steps to ensure inventory is accurate:

A) Created a Route Transfer to an incorrect route
If a Route Transfer has been created and accidentally sent to an incorrect Route. Please notify DSD Support immediately. DSD Support will contact the unintended Route that was sent the Transfer accidentally. We will inform the unintended Route to create a new transfer, to send the inventory quantities back to the original Route.

B) Under received Route Transfer In
(Example: Route Transfer document states 5 cases of PG10.5 Big Bang was sent and physically received 2 cases).
1. Accept the Transfer in full as is.
2. Contact the Route that originally sent the Route Transfer and inform them that you are creating a Transfer back to them, with the missing inventory. In this situation is 2 cases, due to the physically missing inventory. This will balance out both inventories for both routes.
3. Create a new Transfer Out that was received with only the missing inventory quantities using the steps outlined above using the How to perform a Route Transfer Out guide.
4. Once the Transfer is available, they will receive the Transfer In, using How to perform a Route Transfer In guide.

C) Over received Route Transfer In
(Example: Route Transfer document states 2 cases of PG10.5 Big Bang was sent and physically received 5 cases).
1. Accept the Transfer in full as is.
2. Contact the Route that originally sent the Route Transfer and inform them that too much inventory was physically received.
3. Request the Route to create a new Transfer Out for the inventory quantities that were over sent to ensure both Route's inventory is accurate.
4. The original Route will create a new Transfer Out for only the over received inventory quantities using the steps outlined above using the How to perform a Route Transfer Out guide.
5. Once the Transfer is available, they will receive the Transfer In, using How to perform a Route Transfer In guide.