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Creating a Transfer from the Materials & Consumables Browser

Follow these steps to create a transfer from the Item Browser for Materials and Consumables:

  1. Expand Inventory section.

  2. Select the Item Browser.

  3. Click Materials & Consumables located in the top left corner.

  4. Select your categories by checking the box(es) from the Categories list options.

  5. Check the box of the item(s) to add to the Transfer Ticket.

    • The selected lines will be highlighted in blue.

  6. Open the Actions menu dropdown or right-click on one of the highlighted lines

  7. Select Add To Transfer.

    • Ensure that all selected items are currently assigned to the same location (e.g., Main Warehouse).

    • A green Confirmation Message will appear at the top of your screen.

    • Note: The message is temporary and will disappear after a few seconds.

  8. Click this message to open the Transfer Ticket.

Finding Your Transfer Ticket (If you missed the Confirmation Message)

  1. Expand Inventory Movement section.

  2. Select Transfer Tickets.

  3. Click the cart icon in the top right corner.

    • This opens your Draft Transfer Ticket.

  4. In the Transfer To field, enter the name of the location or person that will receive these items.

  5. Complete any optional details.

  6. Click Process Transfer to finalize the transfer.

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