This article reviews the Incoming Transfers page within the Inventory module. Here, users can view incoming inventory transfers as well as create new inventory transfers. Certain transfers can also be rejected or accepted directly through this page.
Article Topics
Header
Field | Description | |
+ New Transfer | Click to create a new transfer. | |
Location Group | Filters the Inventory Transfers table for transfers associated with the selected location or location group. | |
Transfer Number | Filters the Inventory Transfers table for a specific transfer associated with the entered transfer number. | |
Transfer Status | Filters the Inventory Transfers table for transfers of the selected status; 'Active', 'Accepted', 'Rejected', or 'Deactivated'. 'Active' is selected by default. | |
Date Filter | Filters the Inventory Transfers table for transfers that fall within the start and end dates selected. Note: This filter option is not displayed when 'Transfer Status' (#4) is set to 'Active'. | |
Show Button | Click to apply the selected filters and refresh the Inventory Transfers table. | |
Last 30 Days | Displays the number of accepted and rejected transfers in the last 30 days. Click ‘Accepted’ to view all accepted transfers during the last 30 days. Click ‘Rejected’ to view all transfers that were rejected during the last 30 days. |
Incoming Transfers Table
Field | Description | |
Alert | Indicates that the transfer has been changed after being accepted. | |
Lock | Indicates that the transfer has been locked. Locked inventory transfers can only be accessed by users with permissions to do so. | |
Status | The following icons indicate whether or not the incoming transfer has been accepted: Green Checkmark : The incoming transfer has been accepted. Red X : The incoming transfer has been rejected. | |
Number | The transfer number for the transfer. Click to open the transfer details. | |
Type | Type of the transfer: Source Transfer : A source transfer is initiated by the location that will deliver the items, and the destination location either accepts or rejects the transfer. Destination Transfer : A destination transfer is initiated by the location that will receive the items, and the source location either accepts or rejects the transfer. | |
Amount | Dollar amount of the transfer. | |
Source | Location that is sending the items in the transfer. | |
Destination | Location that is receiving the items in the transfer. | |
Transfer Date | Date of the transfer. | |
Date Acc/Rej | Date the transfer was accepted or rejected. | |
Completed By | User who accepted or rejected the transfer. | |
Date Changed | Last date that the transfer was modified. | |
Modified By | User who last modified the transfer. | |
Accept/Reactivate Button | Click 'Accept' to accept a pending transfer. Click 'Reactivate' to revert an accepted transfer to 'Active' status.
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Reject Button | Click to reject a pending transfer. | |
Pack Sheet Button | Click to generate the pack sheet for the transfer, which can be downloaded or printed. |