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How To Manage Equipment Transfers

To view the company's transfers

  • While in Company Inventory, click on Transfers in the left menu.
    • Note: All transfers will be shown, by default.

To filter the transfers list

  1. Select a status (Pending, Complete, Rejected) from the Status dropdown menu.
  2. Select a source location or user from the Source dropdown menu.
  3. Select a target location or user from the Target dropdown menu.
  4. Click Search.

To accept or reject a company transfer

  1. Select the desired action (Accept or Reject) from the Actions ellipsesScreen Shot 2019-03-21 at 10.20.50 AM.png icon.
    • Note: If the Transfer Status shows "complete," no actions can be taken.

To add a new transfer

  1. On the Equipment Transfer page, click Add.
  2. Select a source location or user from the Source dropdown menu.
  3. Select a target location or user from the Target dropdown menu.
  4. Set the Hide 0 Quantity slider accordingly (Off to see all items, On to filter out items with quantity of 0).
  5. Enter the count into the Quantity column of the item(s) being transferred.
    • Note: You can also click the Plus  Screen Shot 2019-01-21 at 4.12.43 PM.pngor Minus Screen Shot 2019-01-21 at 4.11.20 PM.png icons to increment or decrement the count, respectively.
  6. Click Review.

To review and save the new transfer

  1. After reviewing the Physical Inventory, click Save.
    • Note: If an item is missing or was incorrectly counted, click Cancel and make the needed correction.
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