Viewing Transfers
- Anastasia Troichuk (Unlicensed)
Based on the transfer type (store, standard, or restocking), you will have a different experience when it comes to accessing existing transfers.
You should have the Manage Transfers permission to view inventory transfers. Read more about Subscriber Permissions.
Viewing Store Transfers
All store transfers are immediate, meaning part quantity is immediately deducted from the on-hand quantity at the source location and added to the on-hand quantity of the part at the destination location.
In Inventory Manager, store transfers are created in the Received status. You can find store transfers under the Receiving tab.
- Switch to the Receiving tab.
- Apply filters to see store transfers in the Received status.
- Click the transfer to view details.
Viewing Standard Transfers
Standard transfers can be immediate and non-immediate.
Immediate standard transfers mean that the items are picked immediately from the source location, and there is no need to track the shipping and receiving processes.
Non-immediate standard transfers follow a standard transfer path, with several steps involved. Learn more about Standard Transfers.
Immediate Standard Transfers
Immediate standard transfers, just like store transfers, are created in the Received status. You can find them under the Receiving tab.
- Switch to the Receiving tab.
- Apply filters to see standard transfers in the Received status.
- Click the transfer to view details.
Non-Immediate Standard Transfers
Standard transfers that are not immediate are listed under the Transactions tab. It should be noted that these transfers follow a specific path, different from the one for immediate standard transfers. Learn more about Standard Transfer Lifecycle.
From the Transactions tab, you can not only view your standard transfers but also take action on them. Learn more about Taking Action on Standard Transfers.
- Switch to the Transactions tab.
- Apply filters to view standard transfers.
- Click the transfer to view details.
Now that you have accessed the transfer detailed view, you can move the transfer forward by changing the transfer status. Read more about Taking Action On Standard and Restocking Transfers.
Viewing Restocking Transfers
Restocking transfers are designed to replenish parts at your warehouses and/or trucks. Once the scheduled date comes, restocking transfers are automatically generated and added to your list of transfers under the Transactions tab.
- Switch to the Transactions tab.
- Apply filters to find restocking transfers.
- Click the desired restocking transfer to view details.
Now that you have accessed the transfer detailed view, you can move the transfer forward by changing the transfer status. Read more about Taking Action On Standard and Restocking Transfers.
