Transfer Out / Receive

If your company transfers items frequently between locations, the Transfer Out / Receive page is a good way to do it.

Transfer Out

To send items to another location:

  1. In the Transfer Out / Receive page, start by selecting the Employee doing the transfer.
  2. Select which locations you are doing the transfer from and to.
  3. Scan or search the items you want to transfer. They will appear in the table below, along with how many you have on hand.
  4. Enter the quantity you want to move in the Qty to Move column.
  5. Click the green Transfer button to complete. It will print a receipt to go with the transfer.

Receive

To receive items sent from another location:

  1. Scan the transfer receipt.
  2. The transfer information will appear.

    – If all the items have arrived, click the green Receive All Items button.
    – If some are missing, click the orange Scan Items button and scan the items that did arrive.