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Having the permission to manage transfers in Inventory Manager, you can do the following:

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CHANGE
THE TRANSFER STATUS


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CANCEL
THE TRANSFER


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ADD MORE PARTS
TO AN OPEN TRANSFER


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ADJUST THE PART QUANTITY
TO SHIP



Note

Ensure you have the Manage Transfers permission to create inventory transfers. Read more about Subscriber Permissions.

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Changing the Transfer Status

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Status
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colourYellow
titleReceived

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For you to get better visibility into inventory movement and see which parts have already been picked, shipped, partially received, or received in full, there are five statuses:

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Status
subtletrue
colourYellow
titleOpen

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Status
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colourYellow
titlePicking

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Status
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colourYellow
titleShipped

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Status
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colourYellow
titlePartially Received

Open, Picking, Shipped, Partially Received, and Received.

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title⦿ How to Change the Transfer Status
  1. Navigate to the Transactions tab.
    Transactions tab listing existing transfers
  2. Apply filters to quickly find the desired transfer.Applying filters to find the desired transfers
  3. Click the transfer to open the detailed view.Viewing details of the standard transfer
  4. Select the status in the upper-right corner.
    Changing the transfer status from Open to Picking
    1. Status
      Open:
      subtletrue
      colourYellow
      titleOpen
       
      You can still add more parts to this transfer or adjust the part quantity to be transferred.
    2. Status
      subtle

      Picking: The

      true
      colourYellow
      titlePicking
       The part is being picked off the shelf and ready to be shipped. The quantity to be shipped can no longer be adjusted. No new items can be added to the transfer.

      Note
      Shipped: The

      If you need to change the quantity to ship after the transfer is put into the Picking status, you should first move your transfer back to the Open status and then make the required adjustments.


    3. Status
      subtletrue
      colourYellow
      titleShipped
       The part is being shipped. Note that transfers in the Shipped status are no longer displayed under the Transactions tab. You can find them under the Receiving tab. Read more about Receiving Inventory Transfers.

      Cancel

    4. Status
      subtletrue
      colourYellow
      titleCanceled
      : You can cancel the transfer while it’s in the
      Open or Picking status. The transfer gets deleted.
  5. Click Save.

You have successfully moved the transfer to the required status!

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cancel-transfer
Canceling a Transfer

Whether a transfer was created by mistake or the requested items are no longer needed at the destination location, you can cancel your transfer.

While the transfer is in the Open or Picking status, you can cancel it. Canceling a transfer will remove the transfer from Inventory Manager — you will not be able to view or process it anymore.

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title⦿ How to Cancel a Transfer
  1. Navigate to the Transactions tab.
    Transactions tab listing existing transfers
  2. Apply filters to quickly find the desired transfer.
  3. Click the transfer to open the detailed view.Viewing details of the standard transfer
  4. In the upper-right corner, select Canceled from the list with statuses.Moving the transfer to the Canceled status
  5. Click Save.

The transfer gets deleted from your list of transactions, and you can no longer view it in Inventory Manager.

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Adding Parts to an Existing Transfer

Decided to add more parts to an existing transfer? While the transfer is in the Open status, you can add other parts to it.

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title⦿ How to Add More Parts to a Transfer
  1. Navigate to your Parts Catalog.
  2. Click Add To next to the desired part.Clicking Add To allows you to add the part to an existing transferImage Added
  3. Pick the required transaction from the list, and click Add.Overlay for selecting the transferImage Added
  4. Specify the part quantity that should be transferred.Specifying the part quantity to transferImage Added
  5. Select the destination location.
  6. Click Add.

The part has been added to the transaction.

Another part was added to an existing transferImage Added

Ready to get the parts picked and shipped? Read Changing the Transfer Status.

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adjust-part-quantity-to-ship
Adjusting the Part Quantity to Be Shipped

Five steps in which you can adjust the part quantity to shipImage Added

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titleColor#0e3367
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title⦿ How to Adjust the Part Quantity to Be Shipped
  1. Navigate to the Transactions tab.
  2. Use filters to quickly find the desired transfer.
  3. Click the transfer to open the detailed view.
  4. Edit the part quantity in the Quantity to Ship field.
  5. Click Save.

Updating the part quantity to shipImage Added


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