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Managing Inventory Transfers in SC Provider

Managing Inventory Transfers in SC Provider

Navigating the Inventory Module

As you access the Inventory module in the SC Provider mobile app, you can navigate through the following sections:

Sections of the Inventory module in SC Provider

Managing Inventory

The section allows you to view inventory locations you have access to as well as view parts stored there. Learn more about Viewing Inventory Locations and Parts.

List of parts stored at the inventory location

You can also take action on parts, for example, adjust the part on-hand quantity. Read the Taking Action on Parts to learn how to do that.

Creating Transfers

There are two types of inventory transfers that you can create in SC Provider depending on whether you pick the requested parts from the source location in person or the parts should be first shipped to the location where you can pick them from.

You should have the Create Transfers permission to be able to create transfers in SC Provider.




The transfer happens immediately as you pick up the required parts from the inventory location yourself. There is no need to track the shipping and receiving processes.

You request to move the required parts from a warehouse to another inventory location first, for example, the one nearest to you. Then, you can pick up the parts from there.


Creating a transfer in SC Provider

Creating an Immediate Transfer

⦿ How to Create an Immediate Transfer
  1. Tap Create Transfer to expand the section, and pick the Immediate Transfer option.Creating an immediate transfer
  2. Select the source location — the location where parts should be taken from.List of source locations to pick from
  3. Search for the required part, or scan its barcode.

    When you search for a part, note that the search is done only within the source location you have selected in the previous step. If you cannot find the required part, try selecting another source location.

    You can search for the part by keyword

     





    You can scan the part's barcode

  4. Tap the + plus icon next to the part you want to transfer.
    Tapping the plus icon next to the part to add the part to the cart

  5. Indicate the part quantity to be transferred.Specifying the part quantity to transfer
  6. Decide what you want to do next:

     a. Add more parts to this transfer.

    i. Tap Add to Cart. The part is added to your cart. 
    ii. Include other parts to your transfer.
    iii. When all the required parts are added to your cart, tap View Cart.
    iv. (Optional) Adjust the part quantity to transfer, or remove unnecessary items from the cart.
    v. Tap Submit. Then, tap Done in the confirmation message that appears.

    i

    Adding the part to the cart

    ii

    Adding more parts to the cart

    iii

    Accessing the cart


    iv

    Adjusting the part quantity to transfer in the cart

    v

    Submitting the transfer


     b. Submit the transfer without adding any other parts.

    i.  Tap Transfer Now. You are navigated to your cart.
    ii. (Optional) Adjust the part quantity to transfer.
    iii. Tap Submit. Then, tap Done in the confirmation message that appears.

    i

    Transfer Now button takes you to the cart

    ii

    Adjusting the part quantity to transfer

    iii