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Taking Action On Standard and Restocking Transfers

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

CHANGE
THE TRANSFER STATUS

CANCEL
THE TRANSFER

ADD MORE PARTS
TO AN OPEN TRANSFER

ADJUST THE PART QUANTITY
 TO SHIP

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

Changing the Transfer Status

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:


OPEN

PICKING

SHIPPED

PARTIALLY RECEIVED

RECEIVED



⦿ 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. Open: You can still add more parts to this transfer or adjust the part quantity to be transferred.
    2. 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.
    3. 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. Cancel: 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!

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.

⦿ 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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