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Adjust orders to available transfer stock

For internal transfer orders, users can enable automatic adjustments to the available stock. Included in the Order pro package

Updated over a week ago

Overview

AGR can automatically adjust transfer orders to available transfer stock quantity. This is usually a store trying to order from a warehouse location, but this can also be a store transferring stock from another store. During daily Scheduled orders all those orders are considered at once and adjusted considering all item demand from transfer location.

Manual orders after daily job will also be adjusted.

How it works

For items without enough transfer location stock (warehouse is running low, for example) we will see either of these results, the former case is usually much more common:

Situation

Result breakdown in order grid

No stock in transfer location

Order qty adjusted from 50 to 0 due to no stock in transfer location

Insufficient stock in transfer location

Order qty adjusted from 50 to 20 due to insufficient stock in transfer location

This feature is turned on in Order settings as seen here. First we see the setting in default state, OFF, then we see it turned ON.

When the this is turned ON it is then possible to select which distribution method is used.

Distribution methods

Mar 4, 2025 Base logic does sort on calculated qty (order need) and then distributes order quantity depending on one of the following rules. All these methods have in common the fact that they honour order multiple settings, which means that often there is some stock left in transfer location after logic has adjusted order quantity.

Method 1 - Stock distributed by location order need

In this example AGR gives all locations on order one order multiple until transfer stock runs out. Here we have 63 units available but need for 160 items.

Before

After

Method 2 - Highest priority stores get all their demand

This gives the stores with highest order need all the qty they need, no matter if some stores will not get any qty. This is used by some customers to fill up highest demand stores and then on next Scheduled order other stores will likely have order need and get their orders met.

Method 3 - Even split, remained put on highest demand stores

In this version available transfer qty is split by locations with order need for that item and rounded to order multiple. Then that is sent put to stores and remaining qty is put on highest demand stores.

Example:

Order lines that have been adjusted

How you can see that lines have been adjusted

There are 3 main ways to see if an order line has been adjusted to available transfer stock:

  1. Result breakdown in info sidebar (the i icon)

  2. Order exception

  3. Order line comment

Result breakdown

In the order view you can see Result breakdown, which explains how order qty was calculated. If this setting is on AGR will show something like

  • Order qty adjusted from 50 to 0 due to no stock in transfer location

  • Order qty adjusted from 50 to 20 due to insufficient stock in transfer location

Note: This is part of the order logic and will not register as changed line when customer opens an order (green vertical lines indicating changed qty).

Example of how this could look on an order line.

Order exceptions

When an order line does not have enough available transfer stock then it will show up like this.

There are two main scenarios when AGR displays an order exception for not enough transfer stock.

Scenario 1

Scenario 2

This order line might get its needs but all of them are requesting too much.

No qty on this location but other locations have order need.

Multiple locations

When the same item has many locations attempting to order it from transfer location, and there is not enough stock to go around, then we see setups like this. Two locations get relative portion according to their order needs while the third does not get any stock. order line comment shows when quantity has been reduces according to those rules. All 3 lines show order exception.

Order line comment

The adjustment logic will write an order line comment when it adjusts order lines - but not when it puts the qty to zero, only when leaving some order qty on the order line as seen in these examples below.

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