Use Transfer Tickets to move tools, equipment, or materials from one location or employee to another. The ToolWatch Mobile App allows you to create and submit these tickets in real-time, which then sync automatically to the ToolWatch Cloud.
How to Transfer Items
Tap Transfer Ticket from the Home Screen.
Tap the From field and select the location or employee the items are being transferred from.
(Optional) Tap the Cost Center From field and select a cost center.
Tap the To field and select the destination location or employee.
(Optional) Tap the Cost Center To field and assign a receiving cost center.
(Optional) Tap the Responsible Party field and choose the person who will take responsibility for the items.
(Optional) Tap the Delivered By field and select who will deliver the items.
(Optional) Tap the Return Date field and choose a date using the calendar.
(Optional) Tap the Document No. field and enter a reference number.
(Optional) Tap the Notes field to add comments or instructions.
Tap NEXT in the upper right to move to the item entry screen, or tap CANCEL to discard the ticket.
If you want to type the details, manually enter the item number or barcode number into the Enter Or Scan Items field.
Alternatively, if you want to scan the item, tap the Barcode Icon to the right of the field and use your mobile device's camera or scanner.
If prompted, enter the quantity for the items and tap OK.
Tap an item in the list to view its details, change its quantity, or remove the item.
Tap Done.
Tap SUBMIT to confirm your item additions.
Alternatively, to add items using the Search option on an iOS device, tap the three dots at the top right and select Search.
Alternatively, to add items using the Search option on an Android device, tap the Search icon (magnifying glass) at the bottom right.
Enter keywords to search by category, model, description, barcode, or number.
Select the result you want to add.
Tap the item you want to add and tap Add to Transfer Ticket (if prompted, enter the quantity and tap OK).
Tap the back arrow.
Repeat the search steps to add more items, then tap Close to return to the main Transfer Ticket screen.
Tap SUBMIT at the bottom of the Transfer Ticket screen to open the Transfer Items window.
If you want to require a signature, tap Signature, select the receiving employee from the list (or tap SKIP in the top right corner to allow anyone to sign), capture the signature, and tap DONE to complete the transfer.
If you want to immediately transfer the items without requiring a signature, tap Transfer.
Track Your Submission
What happens next? Once submitted, your tickets appear in the ToolWatch Cloud. You can identify where the ticket originated by its prefix:
FA: Field-side tickets begin with this prefix.
WH: Warehouse-side tickets begin with this prefix.