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Agribusiness Client Ideas Portal
Status Already Exists in Merchant
Created by Guest
Created on Aug 26, 2025

Workflow Improvement for Inventrory Open Site Transfer Detail

At the moment when you are creating a site transfer for material, once you click on the button to "Ship" the document, the window closes and takes you back to the Open Site Transfers screen. In order to actually print the Shipping Document the transfer has to be re-opened so the document can be printed. From a workflow stand point this is fairly inefficient. Ideally the next time the transfer is opened it would be by the receiving site to receive it.

It would be far more efficient for staff and logical to allow for the shipping document to be printed without the screen having to close and force staff to reopen the transfer again. This extra step is leading to errors by staff of not actually printing the shipping document. While we hold our staff accountable, I do see this as a potential area of improvement in the workflow of the system to help reduce staff errors and improve business workflows.

Date Submitted Aug 26, 2025
MerchantAg Modules Inventory
Product MerchantAg
Who will benefit from this idea? (Department and/or Job Title) Dispatchers
What problem does this Idea solve?

Reduces steps required by staff to print necessary shipping documents on transferred items. Reduces errors, reduces clicks.

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  • Admin
    Leisha Yost
    Aug 28, 2025

    To auto print shipping and receiving documents a parameter in Merchant FIN needs to be set. You can find this under Installation Parameters on the Inventory\Transfer tab, and need to check "Auto Print Shipping/Receiving Docs".

  • Guest
    Aug 26, 2025

    This would be a huge improvement.

  • Guest
    Aug 26, 2025

    I have thought this since I started working here. ☺️