Merchandise Transfer Using PocketScan App
Objective
To provide clear, step-by-step instructions for team members on how to effectively use the PocketScan app to transfer merchandise from one location to another, ensuring accuracy and minimizing errors.
Key Steps
Initiate Transfer Request
Ensure a transfer request has been set up in the system for the item you wish to transfer (e.g., a dishwasher from the sole location to the multi-location).
Open PocketScan App
Launch the PocketScan app on your device.
Access Transfer Requests
Navigate to the 'Transfer Request' section within the app.
Set the Date Needs
Click on the 'Date Needs' section and set it to the appropriate date (e.g., February 7th).
Select Outbound Location
In the outbound section, select the appropriate location for the transfer. You can either leave it as 'All' or choose a specific location (e.g., Marleton).
Scan the Item
Touch the product you are transferring. Ensure the item is already assigned for transfer.
Scan the label of the item using the PocketScan app.
Confirm Transfer is in Transit
Verify that the transfer status indicates the item is now in transit.
Receive Item at New Location
At the receiving location, open the PocketScan app and navigate to the 'Inbound' section.
Scan the label of the item to confirm receipt. The app should indicate success.
Verify Transfer Completion
Return to the original system and refresh the transfer screen to confirm that the transfer has been completed.
Check the inventory section to ensure the item is now listed under the new location.
Prepare for Delivery (if applicable)
If the item is to be delivered, check the pick list to ensure the item is available for scheduling delivery.
Cautionary Notes
Ensure that the transfer request is approved before initiating the transfer process.
Double-check that the item being scanned corresponds to the transfer request to avoid errors.
Always verify that the item is physically present at both the originating and receiving locations before marking the transfer as complete.
Tips for Efficiency
Familiarize yourself with the PocketScan app interface to speed up the scanning process.
Keep the device charged and ensure a stable internet connection for seamless operation.
Regularly check for updates to the PocketScan app to ensure you have the latest features and fixes.
Utilize a checklist to ensure all steps are followed without missing any critical actions during the transfer process.
By following these steps, team members will be able to execute merchandise transfers using the PocketScan app efficiently and accurately, leading to improved productivity and reduced errors.