Taking Action on Standard and Restocking Transfers
Having the permission to manage transfers in Inventory Manager, you can do the following:
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, and Received.
- Navigate to the Transactions tab.
- Apply filters to quickly find the desired transfer.
- Click the transfer to open the detailed view.
- Select the status in the upper-right corner.
- OPEN You can still add more parts to this transfer or adjust the part quantity to be transferred.
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.
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.
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.
- CANCELED You can cancel the transfer while it’s in the Open or Picking status. The transfer gets deleted.
- 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.
- Navigate to the Transactions tab.
- Apply filters to quickly find the desired transfer.
- Click the transfer to open the detailed view.
- In the upper-right corner, select Canceled from the list with statuses.
- Click Save.
The transfer gets deleted from your list of transactions, and you can no longer view it in Inventory Manager.
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.
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.
- Navigate to your Parts Catalog.
- Click Add To next to the desired part.
Pick the required transaction from the list, and click Add.
You can search for a transfer by source location number or by destination location number. Enter the required location number (aka location ID), and press Enter on your keyboard.
You can also sort the existing transactions by transaction number by clicking the arrow in the upper-right corner.
- Specify the part quantity that should be transferred.
- Select the destination location.
- Click Add.
The part has been added to the transaction.
Ready to get the parts picked and shipped? Read Changing the Transfer Status.
Adjusting the Part Quantity to Be Shipped
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.
- Navigate to the Transactions tab.
- Use filters to quickly find the desired transfer.
- Click the transfer to open the detailed view.
Edit the part quantity in the Quantity to Ship field.
The quantity to ship can be set to zero whenever it's required, meaning that, at the current moment, your inventory location cannot transfer the requested part.
- Click Save.
Printing the Transaction Details and the Picking List
- Printing the transaction details. You can print the details of any transaction (in any status) from the transaction detailed view.
- Find the required transfer. Based on the transfer status, you may need to navigate either to the Transactions or to the Receiving tab.
- Click the transfer to open the transfer detailed view.
- Click the printer icon next to the transfer status.
- Download the document with transfer details to your device, or print it out.
- Printing the picking list. When you are ready to pick the items off the shelves and ship them to the destination location, you can save the picking list as a PDF document or print it out.
The list can be then used as a checklist when picking the required items in a warehouse or another inventory location as well as as a shipping document added to the box that is shipped.
- Find the required transfer under the Transactions tab.
- Open the transfer detailed view.
- Make sure the transfer is in the Picking status.
- Click the download icon next to the transfer status.
- 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.
In the screenshot below, you can see that the areas highlighted in blue are left blank for you to fill out the corresponding information.
Shipped Date: Date when the items were shipped to the receiving location
Shipped By: Name of the person who shipped the parts
Actual Qty: Actual quantity of the part that will be shipped
