R2 Core

Transfer Tasks

Transfer tasks will be generated for both transfer in and transfer out orders. Two way transfer or Return Transfers will automatically generate a Return transfer task.

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Transfer In orders will have a Receive task. If the order is a two way transfer a Prep and Ship task for the return transfer will also be generated.

Transfer Out orders will have a Prep and Ship task.

For transfer in orders where the Auto Ship/Auto Receive box was checked, the items will be received automatically as soon as the transfer site ships them.

If the transfer is not set to Auto Ship/Auto Receive, receive the items through the Receive task. Before the transfer in items can be received, they must be shipped by the transferee site.

To fill transfer out items:

  • Open the transfer Prep task

  • Click the Fill Items button

  • For serial items, scan the barcode

  • For non-serial items, enter the quantity amount in the Filled column

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Click the Exit button  image-20240620-045036.png to return to the Warehouse and mark the transfer Prep task as done.

To ship the transfer out items

  • Click the Ship button image-20240620-045142.png .

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After shipping the items, click the Exit button  to return to the Warehouse and mark the Ship task as done.

To receive Transfer In items

  • Open the transfer Receive task

  • The transfer order will be displayed

  • Verify that the items were shipped.

  • Click the Receive button image-20240620-050631.png in the tool bar

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  • Scan the items received in the Transfer Receive window.

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After the transfer is received, click the Exit button image-20240620-050850.png to return to the Warehouse and mark the Receive task as done.