About Transfer on TH6 Mobile

Updated by Cheryl Wallace

Transfers are the movement of inventory from one stocking point or project stocking location to another. Once transfers are created, they must be received at the destination stocking point. Transfers can be considered changing in ownership of the inventory from one stocking location to another. Use this screen to create a transfer.

Disambiguation: To check out to or assign temporary responsibility for inventory to a non-stocking location such as a job site or project, use Issue / Return.

The Transfers screen has three tabs: Home, Cart, and Notes.

Fields on the Home tab include:

Use Current Date?

The current date and time will be used for the transfer. Uncheck this option to select a specific date and time for the transfer.

From Location

Select the original location that item(s) will be moved from. By default, the stocking location chosen at log in will be populated automatically.

To Location

Select the location the item(s) will be moving to.

Inventory Status

Select a status for the items in the transfer. By default, In Transit will be displayed.

Transfer Type

Select a transfer type, if needed. Transfer Types are created in the browser.

Billing Location

Required if the Transfer Rental module is licensed. Select the location that is charging for the inventory being transferred.

Billing Date Same as Transfer Date?

Displayed only if the Transfer Rental module is licensed. By default, the current date will be populated. Uncheck this option to select a Billing Date and Time that is different from the Transfer Date and Time.

Inventory Status

Select a status for the items in the transfer. By default, In Transit will be displayed.

Transfer Type

Select a transfer type, if needed. Transfer Types are created in the browser.

Reference

Enter a reference for the transfer, if needed.

Job Number

Enter a job number, if required. Only displayed when cost coding is selected for the From Location.

Sub Job Number

Enter a sub job number, if required. Only displayed when cost coding is selected for the From Location.

Cost Code Number

Enter a cost code number, if required. Only displayed when cost coding is selected for the From Location.

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See also:

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