The Transfer Tickets page, found in the Inventory Movement section, serves as both a browser to search transfer history and a place to create new transfer tickets.
Accessing the Transfer Tickets Page
From the navigation bar, expand Inventory Movement.
Click on Transfer Tickets.
Using the Browser Function
Apply filters to narrow search results.
Example: To view transfers from the past week to a specific job site, enter the relevant details.
Draft Transfer Ticket
The Cart icon in the top right displays the number of items in an open draft transfer.
If no draft exists, the cart shows "0".
Only one draft Transfer Ticket can be open at a time.
Performing Actions
Select tickets by checking the boxes on the left.
Click the Actions dropdown for options:
Create Transfer – Start a new transfer.
Export Data – Download as a .CSV file.
Print – Generate a PDF of the Transfer Ticket.
Open – Access the selected Transfer Ticket.
Delete – Move the Transfer Ticket to the Recycle Bin (does not affect item locations).
Search & Sort Options
Search: Use the fields under each column header to find specific records.
Sort: Click the up/down arrows on a column header to sort results.
Creating a New Transfer Ticket
Click the +Create Transfer link on the left side of the Actions dropdown to start a new transfer.
