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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Tracking pending transfer orders for location replenishment requires focused data that shows only active transfers awaiting fulfillment or receipt. Generic exports include completed orders that clutter your analysis.
Here’s how to create targeted exports that show only pending transfers with the specific fields and formatting needed for effective replenishment management.
Export pending transfers with targeted filtering using Coefficient
Coefficient lets you filter NetSuite transfer orders by status before export, ensuring you get only pending transfers that require attention. The data arrives in Excel with proper formatting and data types intact.
How to make it work
Step 1. Set up pending status filters.
Select “Import from NetSuite” → “Records & Lists” → “Transfer Order” and add filters for Status = “Pending Fulfillment” OR “Pending Receipt”. This captures all active replenishment transfers.
Step 2. Select replenishment-critical fields.
Choose fields like transfer order number, source and destination locations, item details with quantities, expected ship and receipt dates, and any priority or expedite flags.
Step 3. Apply location-based filtering.
Filter by specific destination locations needing replenishment, group by regions or zones, and include subsidiary or department filters to focus on your area of responsibility.
Step 4. Set up time-sensitive filters.
Add filters for expected receipt dates within your planning horizon, orders created in the last X days, or overdue transfers requiring immediate attention.
Step 5. Schedule daily updates.
Set up automatic morning refreshes so your pending transfer data updates before daily operations begin. Enable email notifications to confirm successful updates.
Focus on transfers that need attention
Targeted exports eliminate noise from completed transfers and focus your attention on pending replenishment activities. Your Excel data stays current with automated updates that require no manual intervention. Start filtering your transfer order data effectively.
