Transfers
The Transfers page plans stock movements between your locations: which SKUs to move, from where, to where, and when. It shows in-flight transfers, your committed transfer plan, and the solver’s suggested moves in one place, under the shared scenario strip. Navigate to Transfer under the Supply Chain group in the sidebar. The page header shows the plan freshness indicator (“Plan as of…”).Tabs
The active tab is URL-driven, so deep links land on the right view.
Shared controls
The Worksheet and List tabs share one header:- Filter bar — filter by Location group (pinned), SKU, primary SKU group, SKU group, and Location. Group labels follow your organization’s terminology.
- Date range picker — from/to dates with quick presets, defaulting to the next 90 days (matching the Schedule’s horizon). The same popover sets Weekly or Monthly bucketing for the Worksheet.
- Saved views — save the current filters, grouping, sort, and granularity as a named view and reload it in one click.
- Table settings — grouping, sort, display mode (Qty/$), the show/hide toggles below, and Export CSV.
Show/hide toggles
The Table settings popover carries four dataset toggles:The solver plans a purchase as a move out of the supplier node, so inbound receipts ride the same feed as real transfers. Receipt rows carry a muted receipt badge so you can tell shipments you perform from goods that simply arrive; turn Show supplier receipts off when you want the list to be only what you actually ship.
Drawers
Node drawer
Clicking a (SKU, node) cell opens the node transfers drawer: all incoming lanes (other locations → this node) and outgoing lanes (this node → other locations) for that SKU, with Incoming, Outgoing, and Net totals in the header. Selecting a lane drills into that recommendation’s full body — SKUs, coverage, need, and incoming supply — inline in the same drawer, with a back control to return to the lane list.Lane drawer
Clicking an origin → destination lane opens the lane drawer: the per-SKU transfer line items on that lane. A single-period lane opens straight into its recommendation body; a multi-period lane lists the periods first, each drilling into that period’s recommendation. From either drawer you can Accept a line (committing it to the execution plan), Dismiss it (removed from the queue for 14 days), or Restore a dismissed line — the same gestures as the recommendation lifecycle.In-transit drawer
Clicking a node’s in-transit figure opens the in-transit drawer: the inbound transfer transactions landing at that node within the coverage window, with quantities and arrival dates.The in-transit drawer lists transfer transactions only. Inbound POs attributed to the destination aren’t itemized here, so the listed transfers may total less than the node’s overall in-transit metric.
Editing and ordering
Committed transfer rows open in the shared movement drawer for editing (quantity, dates), and the Order action converts a committed transfer into a real ship transaction between the lane’s warehouses via a confirmation dialog. See Execution plan for the full editing surface.Exporting
Export CSV in Table settings downloads the active tab’s rows — exactly what the current filters, lens, and toggles show, no more.Best practices
Start from the List for triage
Start from the List for triage
The List defaults to showing everything — in progress, committed, and recommended — sorted chronologically. Sort by urgency for a triage pass, then open rows to act.
Use the node drawer to balance a location
Use the node drawer to balance a location
The Incoming/Outgoing/Net header tells you at a glance whether a location is a net receiver or net shipper for a SKU. Large outgoing totals alongside a low coverage position are worth a second look before accepting.
Filter receipts out when planning your shipping week
Filter receipts out when planning your shipping week
Supplier receipts inflate the transfer list on supplier-heavy networks. Turning Show supplier receipts off leaves only moves your team actually performs.
Save views per workflow
Save views per workflow
A “West coast weekly” view (location group + weekly + 90 days) and a “Monthly planning” view (all locations + monthly + full horizon) round-trip filters, grouping, sort, and granularity in one click each.
Troubleshooting
Next Steps
Recommendations
The accept / dismiss / restore lifecycle used in every drawer
Coverage
How transfer drawers show source and destination impact
Warehouses
Configure the locations transfers move between
Lead times
The lane lead times behind transfer timing