How to transfer inventory (Buyer)

Relevant to: Buyers

Navigation tree: Transactions > Inventory > New Transfer

A buyer can transfer inventory onto a sales contract when the contract's price basis is one of the following: FIS Site, FIS Port, or Track.

To perform a transfer, execute the instructions below:

1. Navigate to the Contracts feature within the Transactions module and select the relevant sale contract. Now, select the green "Transfer inventory" button on the top right of the screen.
2. Alternatively, navigate to the Inventory Screen in the Transactions module and provide the details for a particular contract by entering the Commodity, Season, Buyer and Contract number.
   1. If the contract was created outside of AgriDigital, the user will be prompted to input a reference number, any unique string that can be used to identify the contract, instead of a contract number.
3. Once you have entered the appropriate details, you will see all inventories available to transfer and their different parameters (e.g. location, grade, quantity etc).
4. To transfer one or more of these inventory deliveries, click the check box adjacent to the delivery/ies you desire to transfer and then select the Transfer Date. The Transfer Date will be the date of movement of the inventory and can be backdated to a past movement date. Their sum will be displayed in the bottom right-hand corner, next to “Total Selected Quantity”.
5. Note that:
   • A user can edit the quantity transferred for each selection, and
   • If the site has average quality information for oilseeds you'll be able to view it OR if the site average information is not available, you'll be able to enter it in. 
6. After checking all the inventory deliveries you wish to transfer to the contract, click the “Transfer Inventories” button at the bottom of the screen
7. Select 'Yes, transfer inventories'.

You will now see this in the Transactions Deliveries list, with a delivery status of 'Transferred'.

If you make a mistake with your transfers, please contact the buyer you have made the transfer to directly to rectify the mistake.