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Processing a Transfer Request

Updated over 3 weeks ago

Processing a transfer request allows you to accept a transfer request for scanning, state the product is still being transported or reject.

  1. Click the Menu icon

2. Click Inventory

3. Click Transfer Request

4. Use filters (Brand, From Location, To Location, Requested Date, Date Needed, Requested By, Transfer Request Status, Search Field) to locate your transfer request

5. Select an action under the Action column

  • Accept – Approves transfer request and sets the transfer up to be scanned

  • In Transit – Product is on a truck heading for its final location

  • Complete – Marks the transfer request as complete but does not move the products

  • Reject – Rejects the transfer request

Accepting a Transfer Request

  • Click Accept

  • Enter an acceptance message (ex:Product transferred)

  • Click Save

In-Transit

  • Expand the request by clicking the Request Number triangle

  • Select the Inventory ID by clicking the Inventory ID selection box. Click Next

  • Click Finish

  • Once the product has reached its destination, click the In Transit filter to select the transferring inventory

  • Click Complete to complete the transfer

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