Elite EXTRA allows you to transfer orders between the different locations on your site, providing you with an efficient way to manage your orders and inventory.
Depending on your site setup with Elite EXTRA, if you have separate sites for the same entity, you may be able to set up the ability to transfer deliveries or stops between sites. This function allows you to fulfill your delivery needs seamlessly within the Elite EXTRA platform.
How Does Transferring Work?
As
your orders populate into Elite EXTRA, you can select
the invoices you wish to transfer. With a couple of
clicks, you can seamlessly transfer the invoice from
your location’s Elite EXTRA page to the order list of
one of the other locations within your entity (who are
also using Elite EXTRA). The order can be transferred
directly to the hold folder within their site. This is
great for instances where you may not have inventory
for a certain part, but a different location within
your entity does. Transfer the order to them right
from your site, and they can fulfill the delivery
request while keeping your customers satisfied.
How Can I Track Transfers?
When
transferring orders through Elite EXTRA, you are
presented with two different options. You can either
transfer invoices
directly to a different location within your entity,
or you can add a location to the location transfer
stop. A location to location transfer stop can be used
when your drivers are physically transferring
inventory from one location to another.
Adding an additional transfer stop allows you to track all parts of the delivery journey. One invoice would remain within the original location’s Elite EXTRA order list. This would allow the originating location to track their drivers from their location to the delivery point at the other location. A duplicate invoice would also appear in the hold folder of the receiving location’s Elite EXTRA site, allowing them to use this invoice to then track their driver’s route to the final customer delivery location.
Can I Run a Transfer Report?
The
Transfer Orders report can be used to see which orders
have been transferred within the Elite EXTRA platform.
If you are not seeing this report in your Elite EXTRA
site, please contact our support team for assistance.
How Can I Set Up My Site with Transferring
Capabilities?
For more information, please contact Elite
EXTRA’s sales team at 1-888-484-8729 or sales@eliteextra.com. If you are a current Elite EXTRA customer, please
contact our Customer Experience Team for more
information at 1-888-484-8729, Option 3, or at support@eliteextra.com.
