Work with in-progress transfers

When a location accepts a transfer with the Pending status for fulfillment, the Inventory module changes the transfer's status to In progress. This status indicates that items are being physically picked from shelves to restock items, and returned items are being counted and confirmed. The location that submitted the transfer can no longer update the transfer. You can review the details of any transfer submitted by the selected location, or submitted to the selected location. You can also process the order for fulfillment.

  1. (If you have not done so already) Access the Transfers features in the Inventory module, select the location you want to work with, and manage the amount of data on the page, as described in Transfer items between locations.

  2. In the Transfers pane, click In progress.

    The In progress page appears in the right pane, with the Submitted by this location tab selected. This tab displays a summary of any transfers created by the location you selected in the Viewing field in the upper right corner of the page. These transfers have been submitted for fulfillment, and the locations are currently processing the transfer.

    1. 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.

      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.

    2. Review the information about the transfer as needed.

    3. In the upper left corner of the page, click Back to in progress transfers.

      The In progress page reappears.

  4. 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 View.

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

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

      1. For each row in the table, in the Qty Fulfilled column, type the number of items the location can send to fill the item request.

        Note: This item does not have to match the quantity requested, if the location does not have sufficient inventory to fill the request.

        Example: A transfer requests 500 acetaminophen capsules. The location filling the request has 400 capsules, and needs to retain 250 capsules to meet its own minimum par levels. In this case, you can enter 150 in the Qty fulfilled column to indicate that the location can only partially fill the restock request.

        Example: A transfer requests 2 boxes of cold packs, but the location filling the request is out of stock for that item. In this case, you would enter 0 in the Qty fulfilled column for the cold pack row.

      2. In Your message (optional), type a message to the requesting location about any items it is restocking.

        Example: We have no cold packs available. Suggest contacting Vehicle 601, as it may have an oversupply of them.

      1. For each row in the table, in the Qty Received column, type the number of items the location actually accepted for return.

        Note: This item does not have to match the quantity returned.

        Example: A transfer request may include returning an expired, controlled medication that must be disposed of in a specific way. If the receiving location does not have the means to dispose of the medication appropriately, you would enter 0 in the Qty Received column to indicate that the location is refusing the return.

        Example: A transfer request may indicate that 500 acetaminophen capsules are being returned, but the person physically counting the capsules at the receiving location discovers that only 400 capsules were actually sent. In this case, you would enter 400 in the Qty Received column to indicate that the location received fewer of the item than the transfer indicated.

      2. In Your message (optional), type a message to the requesting location about any items being returned.

        Example: We are not able to appropriately dispose of expired morphine at this location.  Suggest contacting a hospital location to handle this return.

      • Depending on whether or not you have finished processing the transfer, do one of the following.

        • Below the Return items table, in the lower left corner of the page, click Save and close transfer.

          The Draft status page reappears. In the Transfers pane, if you click In progress, then click the Sent to this location tab, the transfer you were working on fulfilling still appears in the table.

        • Below the Return items table, in the lower right corner of the page, click Save and complete transfer.

          The Draft status page reappears. The Inventory module updates the inventory records in both locations, updates the transfer's status to Completed, and moves the transfer listing to the Completed status page.

          In the Transfers pane, if you click Completed, then click the Sent to this location tab, the transfer you fulfilled appears in the table.

      • In the upper left corner of the page, click Back to in progress transfers.

        The In progress page reappears.