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The existing picking and receiving functionality requires the following steps to create and dispatch a transfer order;

1. Create new transfer order
2. Add items to the order.
3. Click Confirm (order is now created in HQ)
4. Find the new order in the P&R list
5. Click 'update' command button
6. Scan each item again, or click ship all
7. Click Commit (order is now shipped)

The vast majority of retailer's I talk to, consider this to be an extremely lengthy process, for what should be a simple task. As the transfer order is normally created
by scanning products, there is no need to separately confirm it has been shipped. The preference would be for the creation process to automatically ship upon creation.

The process would then be;
1. Create new transfer order
2. Add items to the order.
3. Click Confirm (order is now created in HQ & automatically shipped)

I believe this should be a configuration option, (i.e. Auto-Ship on transfer order creation). As some retailers could adopt a process of creating an order in advance of physically sending it.
STATUS DETAILS
Under Review
Ideas Administrator

We will continue to monitor votes to determine if this should be prioritized into our product backlog.  Thank you for your feedback. 

Comments

A

This is indeed a long process. Same for stock counts: After committing a stock count it should be immediately posted in D365.

Category: Inventory Management