Yard To Yard Transfer

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Let's discuss how to transfer Inventory from one yard to another. This typically takes place in a feeder yard that will transfer loose or packed items to a Main yard in order to consolidate items. There are two transfer menus. Transfer (or Transfer Out) is the process that you will use to set up a transfer to another yard. Available Transfers (or Transfer In) is the process that you will use to coordinate an incoming transfer.

There are a two different ways to see the Transfer menus. You can find the Transfers (Transfer Out) in the Shipping screen. And Available Transfers in the Inventory screen. Or you can find both of them as buttons in the Buy module, Transfers and Available Transfers.

Let’s walk through a Yard Transfer out. The yard that will be transferring material to another yard, will start out by adding a new transfer. There are two places in Scrap Dragon where you can view, edit, or add a Transfer.

Let’s use the Shipping menu to access your transfers:

Choose the Shipping menu.
Choose Transfer.
There are three main areas to notice on this screen. First is the search column. You can search for current transfers here and include search parameters such as finished, voided, held or closed transfers. You can also look in one yard or include any other yards in your seach. There is also a Show All function to look at all transfers. The next section is the Transfers window. Here, you will automatically see any other available transfers that are in a Hold status. These transfers still need information and are not ready for shipment. Lastly, your Action Items across the bottom of the screen will help you navigate through the transfers. We want to add a new transfer, so choose Add from the Action Items.
From The Destination Yard window, you will notice 2 pages that need to be completed for the transfer. Let’s take a quick look at what to include in the Transfer Details.
1. The Description is how you will identify the transfer.
2. The Shipment type drop-down is where you will identify the shipment as Loose or Packed material.
3. The From field should already be filled with your yard.
4. Just set the yard that you want to transfer materials to.
5. The Bill of Lading drop-down is where you will select what type of shipment that you are sending.
6. Last, we’ll choose the Inventory Tags to Print. You can print Inventory tags with the Contract, Item, or Tag description.
7. If you have additional Delivery details, you can add them in on the right column here. These details can include Order Number, Booking#, Vehicle#, Driver, Carrier, Freight cost, and a few related checkboxes.
  Note: The Delivery details column is not required.
  
  Note: Keep in mind that you can exit this transfer screen without losing your information, by choosing Hold Transfer from the Action Items.
8. You can see the transfer here on your Transfer screen. When you are ready to finish entering the details, select the Transfer, choose Edit from the Action Items and you will be back on the details screen.
Let’s continue by filling out the Inventory Items page.
1. Select Inventory Item.

Loose Transfer

To choose a material for shipping, select the plus sign to Add.
Keep in mind that for a loose material transfer, you can only select one material. To choose a loose material, select the magnifying glass.
Choose the material.
Note: If you’re setting up this transfer ahead of time and are not yet ready to weigh it, enter an expected Net weight and put the transfer on hold.
When you’re ready to weigh the shipment, add in the gross weight.
If there is additional information for the margin cost, enter it here.
You have completed the necessary information for this Transfer Shipment. Choose Close Transfer.
Now choose which documents to print and what printer to use. You can Preview, Print selected, or Print All.
When you’re done, select Close.

Packed Materials Transfer

You can add packs that have already been created by entering in the pack # here in the search field.
If you need to add a pack as a new pack. Select New Pack.
And choose the material.
Fill in the necessary details using the buttons.
And Close the Pack.
Now Save and Close the Pack Details page.
You can see that the Shipment Weight has been updated for you based on the weights of the materials. At this point you can hold the transfer until it is ready to be shipped.
When it is ready to go, enter in the Tare weight.
And enter the Gross weight.
Now, we are ready to ship. Select Close Transfer and Print.

You have completed the necessary information for this Transfer Shipment.