Page Comparison

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

1. Navigate to the Transactions tab.
   
2. Apply filters to quickly find the desired transfer.
3. Click the transfer to open the detailed view.
4. Select the status in the upper-right corner.
   

   1. Status
      subtle true colour Yellow title Open

       You can still add more parts to this transfer or adjust the part quantity to be transferred.

   2. Status
      subtle true colour Yellow title Picking

       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
      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
      subtle true colour Yellow title Shipped

       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.

   4. Status
      subtle true colour Yellow title Canceled

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

1. Navigate to the Transactions tab.
   
2. Apply filters to quickly find the desired transfer.
3. Click the transfer to open the detailed view.
4. In the upper-right corner, select Canceled from the list with statuses.
5. Click Save.

Since restocking transfers are created in the Picking status by default, you first should move the transfer back to the Open status to be able to add more parts to the transfer.

1. Navigate to your Parts Catalog.
2. Click Add To next to the desired part.
3. Pick the required transaction from the list, and click Add.
4. Specify the part quantity that should be transferred.
5. Select the destination location.
6. Click Add.

Since restocking transfers are created in the Picking status by default, you first should move the transfer back to the Open status to be able 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.

1. Find the required transfer under the Transactions tab.
   
2. Open the transfer detailed view.
3. Make sure the transfer is in the Picking status.
   
4. Click the download icon next to the transfer status.
   
5. Download the picking list to your device, or print it out.
   

When there are several destination locations, Inventory Manager will generate a separate picking list for each destination location.