A Transfer Off is where equipment is transferred from your account to another account. It is recommended that all transfer off are raised in the PalletWatch system. Avoid using handwritten docket books if you can. A Transfer Off can be raised by clicking on Create Docket in the main menu and then selecting Transfer Off.
The following provides information on raising a transfer off or you can view the video in this link
Transfer Off videoMandatory Fields
Create
This lets you select another docket type from the dropdown box.
Hire Company
Select CHEP or Loscam from the dropdown box.
Docket No.
Auto will let the system generate a docket number for you (recommended). If you click on Auto it changes to Manual and lets you key in a docket number from an existing docket. A warning message will appear if the docket number is longer than 13 characters.
Sender Site
Will appear if you have access to multiple sites. Select a site from the dropdown box.
Receiver Account
You can either type in the name or the account number. If the account does not show then you can click on the plus sign at the right of the field and this will let you add a new trading partner. PalletWatch has an extensive list of trading partners so it will check if the trading partner exists in the database. If it does then the fields will populate when the account number is keyed in - otherwise you should key in as much information as you have.
Receiver Site
This field will normally be filled in but there may be some trading partners where you want to select the site and you can do this by selecting a site from the dropdown box. If the site does not exist then contact PalletWatch support. You can do this by submitting a ticket.
Despatch Date
This should be the day it physically leaves your site.
Receipt Date
Auto
means that PalletWatch will use the transit days set up in the system, e.g. it
will add 1 transit day for movements between Victoria and New South
Wales. If you click on Auto it will change to Manual and you can enter a
date of your choosing. This date cannot be earlier than the despatch date
or the effective date.
Reference 1
This field must be completed, some trading partners require their Purchase Order or Consignment note number, e.g. a transfer to Woolworths must reference their purchase order number.
Effective Date
The
Effective Date is the date when the transfer of hire takes place. Delay
days are normally preset by PalletWatch and the number of delay days will
display next to the Effective Date which is at the bottom right of the screen. Note that, in the case of CHEP equipment, there could be an EDO (Equipment Days Offset) agreement in place. This means that CHEP will automatically apply the agreed number of delay days regardless of what you enter.
Equipment
A list of
equipment for your account will be displayed at the bottom left of the screen.
Quantity
Enter the
quantity. A warning will appear if you enter more than 999 for Loscam
equipment. If you have a quantity larger than this then you will need to
raise more dockets.
Optional Fields
On the
right of the screen there are a number of optional fields although it is best
to complete some of them.
Sender Name
This can
be the name of your pallet controller or your despatch supervisor.
Reference 2 and Reference 3
You will only see References 1 and 2 on your invoice.
Notes
These
will appear on the printed docket.
Reconcile Notes
This
field will not be visible to all users but is useful for pallet controllers to
make notes which will not be visible to the trading partner.
Save
At the
bottom of the screen are two save buttons.
Save and empty fields
This
button saves the transfer and clears the fields ready for the next entry.
Save and keep current values
This is
useful if you are doing multiple dockets for the same trading partner. It
will clear some of the fields but keep other filled with data that has been
entered, e.g. Receiver Account.
Print
At the
very bottom of the screen the dockets that you have entered will appear.
Print
The Print
button will let you print the docket.
Clone
The Clone button will display a docket entry screen with some of the fields prefilled as per the docket that you have selected the Clone button on.