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Transferring a Kit

To transfer the entire kit contents, go through the process of Locating a Kit in the Item Browser.

To transfer kit:

  1. Select your Kit in the Item Browser.

  2. Expand the Action menu or right-click the item.

  3. Select Add to Transfer.

    1. Note: Kits can also be added to a transfer during the Creating Transfer from the Tools & Equipment Browser process. The user can either add the kit, or scan the barcode or item number of the kit, directly into the Transfer Ticket.

Once a Kit is added to the Transfer Ticket, the items within the Kit will be listed individually in the Items list. At this stage, if any tools or items need to be removed (from Tools & Equipment) or if the quantity needs to be adjusted (for Quantity Tools or Materials), you can make those changes here. After making any necessary adjustments, assign the transfer details and finish by selecting Process Transfer to complete the action.

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