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Added Include Transfers Filter

In this video, you'll see how the new transfer filter provides better visibility into inventory that is already in transit, helping you distinguish between true shortages and items already on the way. This allows for more informed delivery planning and helps you focus on the orders that still require attention.

Shortage Report: Include Transfers Filter

Overview

The shortage report now includes an "Include Transfers" filter on the scheduler. This filter helps users quickly distinguish between true shortages and orders already covered by an inventory transfer, improving planning and reducing false positives.

Include Transfers filter 0:01

  • A new Include Transfers filter is available on the shortage report scheduler.

  • When enabled, it shows orders that are currently associated with an inventory transfer.

  • This provides a faster way to identify inventory that is already moving to the correct location.

Why enable the filter 0:16

  • Checking Include Transfers helps reduce false shortages.

  • It improves delivery planning by accounting for inventory already in transit.

  • It supports better decisions by making transferred inventory visible in the shortage view.

Why disable the filter 0:34

  • When Include Transfers is unchecked, the report focuses on orders with no transfer in progress.

  • This makes it easier to isolate true shortages that still need action.

  • Users can more quickly identify items that require intervention.

Impact on inventory decisions 0:44

  • Better visibility into transferred items leads to more accurate shortage reporting.

  • The filter helps teams make more informed inventory decisions.

  • Overall, it improves how shortages are interpreted and managed.

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