Creating a Transfer Request
To execute a transfer, the following steps must be completed.
Go to the page of an individual Item you want to transfer.
Click Transfer Item.
Select the Location you want to Transfer the Item to.
Input whether you will execute the dispatch or the receiving location should.
Enter the date / time of the requested transfer.
See a visual representation of the process below
Approving and Finalizing a Transfer
The receiving location will then receive a transfer request. To finalize the transfer they must do the following.
Approve or Deny the Transfer request.
To do this, respond to the appropriate task or navigate to Inventory
See Transfers, and you will see a card that requires action
If Approved, then a dispatch task is initiated to the appropriate party
If Denied, then the Transfer request is eliminated and the sending location will be notified
Once an Approved Transfer has actually occurred and the receiving location takes possession of the Item, Navigate to Inventory, then Transfers, and click “Complete Transfer”.
See visual process of the process below
