Overview
When a transfer ticket is in Draft status, it represents an incomplete transaction where items have not yet been operationally moved. Because the ticket is not yet processed, its fields are completely unlocked and immediately open for modification. You can update allocation tracking details, add tools or materials, and choose to save your working progress or finalize the inventory movement.
Step-by-Step Instructions
Click Inventory Movement on the left-hand navigation sidebar to expand the menu.
Click Transfer Tickets.
Scan or filter the log grid to locate your desired transfer ticket.
Confirm that the Status column for the selected row displays Draft.
Select the box next to the transfer you want to open.
Open the Actions menu and select Open.
Edit any unlocked fields in the transfer ticket to update your tracking data.
Click + Add Tool Record in the top options bar if you need to add more tools to the transfer.
Click + Add Material Record in the top options bar if you need to add more materials to the transfer.
Click Save as Draft if you want to save your progress and continue adding items to this transfer ticket before you process the transfer.
Click Process Transfer in the top action bar if you are finished and ready to complete the inventory movement.