Creating a Transfer Request
- Click Locations in the left side menu bar and click Create Transfer Request.
- Enter information in the fields. The minimum required information is in red text.
- Click the Catalog tab.
- Either type a description and click Search or navigate using the Categories and subcategories to display a list of matching inventory.
- For each required item in the selection, type the Quantity and hit the Tab key. They will be added to the grid in the Selected Items tab and a check mark will appear next to the item under the Selected column.Changing the Quantity on the Catalog tab after initially selecting a Quantity, will add that amount to the total on the Selected Items tab, not replace it.
- Repeat steps 4 and 5 for any additional items.
- Click the Selected Items tab.
- Make any required changes to the entries in the grid.
- Edit the Quantity Required, if needed.
- To delete an item, select and then click
from grid.
- Click
to process. A confirmation message shows the transfer requisition number generated.
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