This form lets you add a new inventory transfer or edit an existing transfer transaction.
When Adding a New Transfer
This form is displayed when you initiate a new unsolicited or return-to-agent transfer, or when you approve an inventory request to be fulfilled by a transfer. Use this window to specify the header information as applicable for the type of transfer being added, and specify the SKUs (transfer detail items) being requested by this transfer transaction.
Depending on the type of transfer, you will be required to save the transaction at certain points before you will be permitted to proceed. After the transaction has been saved you can re-open the transaction to complete it via the Pending Transfers window or Transfer Search.
For details on adding a transfer, see:
Completing a Requested Transfer
Performing an Unsolicited Transfer
Performing a Return to Agent Transfer
When Editing an Existing Transfer
This form lets you edit and finish a partially completed transfer. From this form you can approve, reject or change SKU quantities, add or delete SKUs, pick and pack SKUs and mark the transfer as shipped.
For details on editing a transfer, see:
Finishing a Requested Transfer
Finishing an Unsolicited Transfer
Finishing a Return to Agent Transfer
Field Details
The upper (header) section contains configurable and read-only fields related to the transfer. Some fields are common to all transfer types while other fields apply specifically to one type.
The lower section (Transfer Detail Summary) lists the items or SKUs to be transferred (also referred to as transfer details).
Commands
The right-click menu for this section supports detail-level functions.
Modify Items - This lets you set a transfer detail item to Picked or Packed.
Delete
Approve
Approve Different Quantity
Reject
View Request
View Approval History
View Receiving
New SKUs
The Actions button (only available when editing an existing transfer) supports transfer-level functions.
View Receiving
Submit for Approval
Mark As Shipped
Cancel
See also: