Manage items transferring between locations

When you first access the Inventory module, the Action now page appears, displaying a summary of the processes and items in the inventory that require a higher level of attention from you. This includes items in the process of being transferred between locations. Pending transfers are inventory requests submitted to another location, and are waiting to be processed by that location for fulfillment. In-progress transfers are requests being fulfilled by the location they were submitted to.

You can review and manage the higher-priority transfers directly from the Action now page. You can still manage lower-priority pending and in-progress transfers, and transfers in other stages of the process, as described in Transfer items between locations.

  1. (If you have not done so already) Access the Action now page in the Inventory module, select the location you want to work with, and manage the amount of data on the page, as described in Respond to action items.

    On the Action now page, the Inventory module displays the Transfers & orders tab by default, and the Pending transfers, In-progress transfers, and Open orders sections appear in the tab.

    Note: transfers appear in each section. You can, however, access the full lists of pending and in-progress transfers in the Inventory module from the Transfers & orders tab.

  2. Manage transfers within your agency or department in any of the following ways.

    You can review the details of a transfer submitted by this location to another location, and make updates to it if needed. In the Pending transfers section, the Inventory module displays the Submitted by this location tab by default.

    • On the right end of the row for the transfer you want to work with,click Action, then choose View Transfer in the menu that appears.

      The Transfer page appears, providing the details of that particular transfer.

      While you can not edit the information on this page, you still have the option to send the transfer back to the Draft status and edit the information on the Drafts page. You also have the option to cancel the transfer and discard it at this stage.

    You can review the details of a transfer submitted to this location from another location, and accept the transfer for processing. After you accept it, you can begin processing the transfer (fulfilling it). You can also begin processing the transfer from the In progress status page.

    1. In the Pending transfers section, click the Sent to this location tab.

      This tab displays a summary of any transfers created by another location, and submitted to the location you selected in the Viewing field in the upper right corner of the page. This location will supply items requested for restocking as best it can, and accept expired, expiring, or overstocked items from the other location.

    2. On the right end of the row for the transfer you want to work with,click Action, then choose View Transfer in the menu that appears.

      The Transfer page appears, providing the details of that particular transfer.

      While you cannot edit the information on this page, you can launch the process for restocking requested items or accepting returned items from this page.

    In the In-progress transfers section, the Submitted by this location tab is selected by default.

    • On the right end of the row for the transfer you want to work with, click Action, then choose View Transfer in the menu that appears.

      The Transfer page appears, providing the details of that particular transfer.

      Note: You can not edit the information on this page, and you can longer send the transfer back to the Draft status and edit it.

    You can now begin physically gathering any items requested for resupply and checking-in returned items. In the Inventory module, you also need to track the items leaving the location for restocking, and coming into the location as returns.

    1. Click the Sent to this location tab.

      This tab displays a summary of any transfers created by another location, and submitted to the location you selected in the Viewing field in the upper right corner of the page. The selected location is currently processing the transfer.

    2. On the right end of the row for the transfer you want to work with, click Action, then choose View Transfer in the menu that appears.

      The Transfer page appears, providing the details of that particular transfer.

    3. Under Included notes, read any additional information sent with the transfer.

    1. Depending on which list of transfers you want to view, below their respective sections, click View all transfers.

      The corresponding transfer page appears.

          

    2. On the right end of the row for the transfer you want to work with, click View.

      The Transfer page appears, providing the details of that particular transfer.

  3. Review the information about the transfer as needed.

  4. Work with the information displayed on the Transfer page, as described in Work with pending transfers or Work with in-progress transfers.