Receiving a Site-to-Site Transfer

This article explains how to receive site-to-site transfers in Asset Management, including how to verify tagged and untagged inventory, complete transfer tickets, and update item locations. Site-to-site transfers move assets between locations while maintaining accurate inventory tracking and chain of custody.

Asset Management allows items to be moved from one site to another through a site-to-site transfer process. The originating site initiates the transfer, and the destination site receives and verifies the items.

Transfers may include both tagged and untagged items, and both can be received within the same workflow.

“Transfer Notes” can be added during transfer creation and updated while the transfer is in applicable statuses. Notes include the creator’s name and timestamp, and only the creator can edit or delete their notes.

Receiving a Transfer

1. Navigation:
2. Site/Warehouse View
3. Transfer Tools

A printed “Transfer Ticket” may accompany the shipment. Use this document to verify items and quantities during the receiving process.

1. Click Transfers Ready to be Received in the "Notifications" panel on the home dashboard.
2. If accessing via "Transfer Tools Quick Links," open the "Transfer Search" window and deselect Show Completed to hide completed transfers.
3. Locate the transfer and click View Transfer to open the “Receive Transfer” window.

4. (Optional) Click Print Transfer Ticket to generate another copy.
5. Click Sign Transfer Ticket to begin receiving:
   1. Provide a digital signature and click Accept Signature.
   2. Enter the receiver’s name and click Complete Signature.
6. Expand Tagged Inventory to begin receiving tagged items.
7. Select the destination Room.
8. Select the item Status or choose Use Previous Tag Status.
9. Enter or scan the Tag Number or Serial Number, then click Receive if entering manually.
10. Repeat until all items are received and the “Complete” indicator turns green for each product.
11. (Optional) Expand Transfer Notes to add or review notes.

Receiving Untagged Items

12. Enter or search for the Container Number.
13. Click Receive Container Inventory.
14. Verify quantities until all items show as complete.
15. Click Close to exit the window.

Transfer Completion and Status

After all items are received and verified:

• The transfer status changes from “In Transit” to “Complete.”
• Inventory is updated at the destination site.
• All received items are available in their assigned locations.