Creating New Transfer Orders

Use this when creating a transfer order to move equipment between sites. This would not be used when transferring equipment for a customer’s order.

1. Begin at the Account screen.

2. Click on File → New → Transfer Order → Transfer In / Transfer Out

   1. Enter a Description for the transfer order (optional);

   2. Select the From Site (depending on where you are logged in, the To Site will automatically be selected as the other site);

   3. Select the Ship Date/Time (when the transfer should be leaving the warehouse);

   4. Click on OK.

Note: you must select either Transfer In or Transfer Out

3. Add items to the order by:

   1. Click on Add Items icon; OR

   2. Click on the Fill Items icon and just start scanning items onto the order;