To create or review transfers, go to Inventory → Transfer Center.
You can sort information on this page by column by clicking on its header. You can also filter the information by selecting the field to search in (All Fields, Transfer number, "From" site, "To" site) and typing necessary data in the search field. Clicking allows filtering transfers by a time period.
To view the details of the transfer, just click on its number. This will open a View Transfer page - here you can edit or print the transfer. You can also access editing and printing by clicking back in the list of transfers.
To create a new transfer, click Plus button , select the source and destination sites and specify items and quantities being transferred. You can click on the Scan Barcode field and scan items to add them. The transfer date is set to the current date. The transfer number is set according to transaction numbering , but it is possible to change it. Optionally, you can add a Memo. When you are finished, click Save or Save and Print.
On an Android device, transfers can be accessed from the main screen under Transfers.
Transfers created on the handheld device let you send or receive
inventory from another site without confirmation from the staff at that
site.
The date is set to the current date. It is possible to manually
change the transfer number. Optionally, you can add a memo in the
respective tab.
You can save your progress and continue entering the transfer later by
tapping Save. To finish entering the transfer and apply it, tap Apply & Save.
On an iOS device, you can access transfer functionality under the Transfers tab. Transfers created on the handheld device let you send or receive inventory from another site without confirmation from the staff at that site.
Tap Plus and select whether you wish to send or receive items, then select which site to transfer inventory to/from and tap Next. Switch to the Items tab to add products. There are a few ways to add products to the transfer:
The date is set to the current date. It is possible to manually
change the transfer number. Optionally, you can add a memo in the
respective tab.
When you are finished, tap Option and then tap Save in the pop-up window to apply your changes, or go back to leave without saving.