Creating a Transfer Request

Updated by Cheryl Wallace

  1. Click Locations in the left side menu bar and click Create Transfer Request.
  2. Enter the required identifying information and any additional details. The required data is From Location, To Location, and Date Required.
  3. Click the Catalog tab.
  4. Use the Parts Catalog to add each part and requested quantity to the transfer request.
    1. For each part, either type a partial Description or Part Number and press Tab or navigate using the Categories and subcategories to display a list of matching inventory.
    2. Enter the Qty Required for each part number and press Tab.  A check mark will appear to the right of the row in the the Selected column and a new row will be added to the grid in the Selected Items tab.
    If a Qty Required is entered after initially selecting a Qty Required, it will add that amount to the total on the Selected Items tab, not replace it.
  5. Click the Selected Items tab to review the requested parts and quantities. Make any required changes.
  6. Click to process.  A confirmation message shows the transfer request number generated.

See also:

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