Transfer profiles

This procedure is available if the option Customer order transfer is installed in your system.

Here you register the transfer profiles that should be used during customer order transfer between the sales company and the production company. You must register one transfer profile for each pair of sales company and production company within the group.

To each transfer profile you link a connection number, warehouse (if this option is used) in the production company, setting number, production company's supplier number in the sales company, and sales company's customer number in the production company.

The connection number and setting number must first be registered in the Connections and Settings for customer order transfer procedures respectively.

You only create and change transfer profiles in the sales company. These will be transferred automatically to the production company.

Transfer profiles are also used by the Synchronize parts procedure in the Stock module. In this procedure you synchronize parts between sales companies and production companies.