Feature Overview: Auto Transfer

Feature Overview: Auto Transfer


Auto Transfer automatically replenishes inventory for designated locations by assigning a primary location to supply one or more satellite locations.

When a satellite location records sales or manual adjustments, its on-hand quantity will go negative. During the nightly maintenance process, Yellow Dog creates a transfer to offset the negative balance and return the on-hand quantity to zero.

Go to:
System Setup > Interfaces

You can configure Auto Transfer at the:

  • Store level
  • Level
  • Item level

IdeaRecommendation: Configure at the Level to ensure all items inherit the setting.

Figure: Example of the Auto Transfer interface setting

Use Auto Transfer when one location should hold inventory for other locations.

Common scenarios:

  • Central warehouse supplying outlets (F&B, stadiums)
  • Main store supplying satellite retail locations
  • Commissary or prep kitchen supplying service locations



         All



  • Requires permission to edit Interfaces
  • Automatically creates, issues, and accepts transfers
  • Transfers appear in:
    • Transfer reports
    • Item History
  • Transfers include:
    • Description: Automatic Transfer
    • Notes indicating Auto Transfer generated the transaction
  • Supports configuration at Store, Level, or Item
InfoVersion Note: Prior to version 377, this feature required assistance from Yellow Dog Support or Implementation.

Figure: Example of the description & notes generated from Auto Transfer
​


  • Configure Auto Transfer at the Level for consistency and scalability
  • Use a clearly defined primary location (e.g., warehouse or commissary)
  • Monitor transfer reports to validate expected behavior
  • Ensure users understand that negative on-hand values are expected during the day



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