Frontline Inventory & Help Desk Management
Frontline Inventory & Help Desk Management

Scheduling and Shipping a Warehouse-to-Site Transfer

Print

Warehouse transfers require the assignment of a "Driver" and a "Delivery Date." Once the transfer’s status is "Submitted" and in an "Approved State" of "Approved," the transfer can be scheduled.

  1.  Navigation:
  2. Warehouse View
  3. Transfers

Click on a hyperlink to jump to that article topic:

initiate_transfer.png

Transfer Items to a Site: Schedule a Transfer

  1. Click on Initiate Transfer, located in the "Transfer Tools" Quick Links menu. The "Initiate Transfer" window opens.
  2. Under the "Existing Transfer" grid, search for the respective transfer.
  3. Click on Select in the respective transfer’s row. The window refreshes and displays the transfer details.
  4. Select the driver using the Driver drop-down menu.
  5. Select the delivery using the calendar2.png Open the calendar popup tool.
  6. Click on schedule.png Schedule for Delivery. The window refreshes and updates the transfer status to "Scheduled."
  7. Click on x.png Close to close the Initiate Transfer window.
Note:
  • "Transfer Notes" (such as delivery instructions) can be edited while the transfer is in the status of "New," "Pending Approval," "Submitted," "Delayed," or "Scheduled" (for "Warehouse-to-Site" transfers).
  • "Transfer Notes" will display the username of note creator and the time and date created. Only the note creator can edit or delete a note they have posted.

scheduled_transfer.png

Ship a Warehouse to Site Transfer

  1. If the transfer is not already open, click on Initiate Transfer, located in the "Transfer Tools" Quick Links menu. The "Initiate Transfer" window opens.
  2. Locate the respective transfer using the "Existing Transfer" grid filters.
  3. Click Select in the respective transfer’s row.
  4. To print the "Transfer Ticket," click on scroll.png Print Transfer Ticket. The "Transfer Ticket" opens in the "Initiate Transfer" window.
    1. Using the PDF reader’s controls, print out the "Transfer Ticket."
    2. Click on scroll.png Done to close the "Transfer Ticket."
  5. Click on Ship Transfer. This changes the transfer status to "In Transit."
  6. Click on x.png Close to close the "Initiate Transfer" window.
Note:
  • To edit the transfer, click edit2.png Edit Transfer. This allows the user to remove or edit the quantity of untagged items and remove or add tagged items to the transfer.
  • To delay the transfer, click delay.png Delay Transfer. The transfer will revert to a non-scheduled status.

Mark a Transfer Delivered

Drivers control when warehouse transfers are "Shipped" to the destination site and marked as "Delivered." Once the transfer’s status is "Scheduled" and in an "Approved State" of "Approved," the transfer can be shipped and delivered by the transfer’s assigned driver.

After the transfer status is changed to "Delivered," the destination site’s Home page notifies the respective user(s) of a transfer ready to be received.

  1. When the transfer has been physically delivered to the destination site, click on
    delivered.png Transfer Delivered, located in the "Actions" section. The window refreshes and updates the transfer’s status to "Delivered."
  2. Click on x.png Close to close the "Initiate Transfer" window.
Note:
  • If the district requires approvals through Asset Management, warehouse transfers delivered to sites require the destination site’s administrator approval to receive the inventory.
  • If the destination site’s administrator denies the delivered transfer, the transfer and all its inventory is sent back to the origin warehouse in the status of "Submitted" and the "Approval State" of "Denied."
Was this article helpful?